The CPA reception will be held Wednesday July 24, 2019 from 8:30am-2:30pm. Breakfast and lunch will be served at 123 N. Upper Wacker Dr., Chicago, IL 60606 (30th Floor). Invite your CPA contacts to join you for an interesting and informative morning! TC108004
Client Appreciation Event
A total of 75 Lakeshore Financial Group associates, staff, and clients cruised the Chicago River on Saturday, June 1, aboard the new Odyssey boat. This special Client Appreciation Event was the perfect setting for associates to thank their top clients and strengthen existing and new relationships. Both the boat and views were beautiful, lunch was delicious, and Mother Nature even helped out with good weather.
Business To Business Luncheon
On Wednesday April 10th, 2019 professionals from the Chicagoland area gathered for a business planning concepts luncheon. Business owners enjoyed lunch, shared ideas, and expanded their networks.
Each year National Life holds a CPA Symposium. This event provides an innovative approach to helping agents and their CPA partners understand the tools, resources, and support that are available to help clients meet their financial goals and objectives through a strategic partnership.
This meeting is not for agents who want to learn more about the CPA Advantage Program, it is for agents to attend with their CPA partners to understand the tools, resources, and support that is available to help strengthen their partnership.