Stewarding Stronger Relationships: 2025 CPA Wealth Management Summit

This conference will take you beyond accounting and help you build connections that last.

About this Event

Are you a CPA in public practice or recently retired but looking to stay involved in your practice, aiming to meet your client’s deepest priorities? If so, this conference is for you.

Unlock exceptional client service and CPA compensation with expert insights from industry thought leaders and learn from leading voices in the industry with a proven track record of success.

Information for Wealth Stewards Affiliates

Please reach out to us to ensure you have your discount code for this event to get your complimentary tickets.

Additionally, all of our affiliates are invited for a smaller group session in the afternoon from 1:00 - 5:00pm. If you plan to attend this session please indicate so on your registration form.

For more Information visit our event website
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