First Annual CPA and Financial Planner Bootcamp

Register for Our First Annual CPA and Financial Planner Bootcamp happening this November 9th, 2023!

Attend our CPA/FP Bootcamp for a day of invaluable insights and expert strategies. Discover a fresh perspective on estate planning, debunk common myths, and explore solutions for long-term care challenges.
Group discounts are available, please call 520-395-1551 to arrange.

Register Here
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The Bootcamp October 2023 Agenda

  • 7:30am - 8:30am - Doors Open: Registration and Breakfast
  • 8:30am - Welcome Introduction
  • 8:50am - 9:15am - A Different Way To Think About Estate Planning With Your Clients – Attorney Dave Karp
  • 9:15am - 9:40am - Dispelling Estate Planning Myths Seen On The Radio And Web – Attorney Dave Karp and Shanelle Schmitz
  • 9:50am - 11:05am - What If Your Client Needs Long Term Assistance? – Attorney Dave Karp and Public Benefits Coordinator Lawrence Shafer
  • 11:20am - 11:50am - Platinum Sponsor Presentation
  • 11:50am - 12:40pm - Lunch Sponsored By SMEAD Capital Management
  • 12:40pm - 1:30pm - Charitable Planning Options For Your Client – TBA
  • 1:40pm - 2:30pm - Tips To Help Your Client Avoid Scams – Brain Watson with R.O.S.E (Resource/Outreach to Safeguard The Elderly)
  • 2:40pm - 3:30pm - Opportunities To Help Your Clients Save Taxes – Attorney Dave Karp
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Status of Continuing Education Credits

  • CFP Board – Approved for 5.5 credits
  • Department of Insurance – Pending Approval for 4 credits
  • CPA - Self-report for 5.5 credits

Event address:

DoubleTree by Hilton - Reid Park
445 S. Alvernon Way
Tucson, Arizona 85711

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Please pick which continuing education credits you are seeking.
If registering 5 attendees for the price of 4, please call the office for further instruction.

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