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CPAs

We create long-term mutually beneficial relationships with CPAs by supporting your professional growth through Continuing Professional Education (CPE) seminars and helping you meet the broader financial-planning needs of your clients. For your business-owner clients, we help you provide 401(k) and other qualified employee retirement savings plans, employee stock ownership plans, and captive insurance plans. We address succession-planning needs with buy-sell agreements and key-producer life and disability insurance. For families, we help you provide life, disability and long-term care insurance, as well as 529 Plans and other college-savings solutions..

CPE Seminars

For the past 10 years, Paresh Shah (licensed CPE presenter) has been educating CPAs as they guide their clients on Investments, Life, Disability and Long-Term Care Insurance. He specializes in Pension & Profit Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning. 

Upcoming CPE Events

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