[Webinar] Wealthmetrics Presents: Partnering With CPAs For Success

[Webinar] Wealthmetrics Presents: Partnering With CPAs For Success

CPAs need immediate financial, retirement and wealth transfer planning expertise to meet the growing demands of their higher net worth clients.

They are looking to form a partnership to share in revenue, especially as the income from traditional accounting and tax planning services provided by most independent firms remains flat.

Join Wealthmetrics’ Partner, Cary Parker, for a special webinar, Thursday, August 25th at 10:00 AM PDT, where we will take a closer look at successfully partnering with a CPA firm. Discover how you can provide unprecedented value, deliver deeper business insights, and leverage opportunities to grow your business exponentially.

Wealthmetrics Presents: Partnering With CPAs For Success

Date: Thursday, August 25th
Time: 10:00 AM – 11:00 AM PDT


There is a good reason why a CPA is considered their clients most Trusted Advisor.

Consider the questions they are often asked by their clients:

  • What will be the capital gain tax if I sell my second home?
  • Should I start taking social security now or wait until later?
  • What is the Net Investment tax I am paying on my investments?
  • Can I leave my 401k to my grandchildren?
  • Do I need more life insurance to cover my Buy-Sell?

These questions are also asked of you, which is why forming a partnership with a CPA firm makes a lot of sense. Next time a CPA firm refers a client to a financial advisor – make sure it’s you.