Why you should add Investment & or Insurance services to your practice!
Date: Tuesday, November 1, 2011Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): John Azodi, CPA
Objective(s):
Have been wondering if you should add Insurance & or Investment to your practice?
Now you can find out in 60 minutes if you should & why you should, and how to successfully incorporate investment & insurance services into your CPA practice.
Field of Study: Management Advisory Services
Program Level: Overview
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
No advanced preparation or prerequisites are required for this course.
Members should visit the Recordings Catalogue to view select recordings for free and on-demand. Join CPAFMA today to enjoy this benefit.
Course Description
Have been wondering if you should add Insurance & or Investment to your practice?Now you can find out in 60 minutes if you should & why you should, and how to successfully incorporate investment & insurance services into your CPA practice.
Find out the regulatory & licensing considerations that CPAs need to take into account when they are incorporating insurance & or investment services into their accounting & tax practice. How to most effectively capitalize on opportunities to market these new services to existing and potential clients.
Presenter and Moderator Bios
John Azodi, CPA is the president of Azodi CPA & Investments, PC. He started his business in 1991 as a certified public accounting firm and added investments & insurance products to his practice in 1998.
John has taught a variety of seminars & Webinar in tax, investment and retirement planning to general public and other financial advisors and CPA’s.
John is author of the book, “How to Build Tax-Free Wealth” which was featured in the Wall Street Journal in September of 2010.
John uses his 12 years of experience as both a CPA and a Financial Advisors to train and mentor other CPAs and tax professional that want to provide Investment & or insurance products to their tax clients effectively. John is currently #1(as of 6/30/2011) producer with his broker Dealer.
Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs
Delivery System
- All programs are delivered using the Zoom platform.
- Confirmations will include log-in instructions.
- Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
- All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
- There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.
Registration
All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.
Refund Policy
CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.
Additional Information
Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.
For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.
What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.
Note that high-speed Internet access is not mandatory.
Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.
CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.
Why CPAFMA webinars?
Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.
Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.
Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.
Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.
Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.
CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.