Republic Capital Group Presents: The Significant Opportunity Created by Wealth Management and CPA Partnerships

INVESTMENT MANAGEMENT DEALS BLOG

July 17, 2023

On July 7, 2023, at 2:00 PM ET, Republic Capital Group will hold a webinar entitled “Republic Capital Group Presents: The Significant Opportunity Created by Wealth Management and CPA Partnerships.” Speakers will include John Langston, Managing Partner of Republic Capital Group, Jim Collins, Partner and General Counsel of Republic Capital Group, Lawrence Miles, Chief Executive Officer of Choreo Advisors, and Danielle Lee, Managing Editor of Accounting Today. The webinar will focus on the benefits of partnering a wealth management firm with a CPA firm, both from a client service perspective and a firm financial perspective.

To register for the webinar: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.