Wealth & Asset Management Conference - A Virtual Event

Overview

8.0 Credits
ONLINE

MOCPA takes the health and safety of members seriously. Given the impact of the coronavirus pandemic, MOCPA is offering this conference as a virtual event. As such, the agenda is evolving, and updates will be posted here as they are confirmed.  

We appreciate your understanding and flexibility, and we look forward to bringing you the education you have come to depend on. If you have any questions or need additional information, please contact Denise Johnson at djohnson@mocpa.org.
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There is a natural link between CPAs and wealth advisory experts, and many times both are part of a team of professionals for their clients! Every CPA in a client advisory role should have an understanding of key market changes, economic drivers, and innovations in the asset management space. Conference attendees will come away with the latest in economic and market updates, engage with a panel of advisory service practice management experts, new estate planning and wealth transfer strategies, and much more.

Brought to you by MOCPA Wealth and Asset Management committee experts, you won’t want to miss this powerful day of cutting-edge strategy to bring back to your firm, business, or clients!

Designed For

CPAs, CFPs, and attorneys who provide financial and wealth management consulting. 

Prerequisite

Experience in wealth management and personal finaincial planning.
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