SN000626: How to Maintain & Build Wealth in a World That Won’t Stand Still: Strategies for Thriving in Uncertain Times
Description
In a world of constant change, your financial confidence shouldn’t waver. Join NCACPA’s Financial Planning Network and Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA on Tuesday, July 28 from 12:00 – 1:00 pm via Zoom for a (non-CPE) event to learn practical strategies for staying resilient, adaptable, and opportunity‑focused even when markets, taxes, and life circumstances refuse to sit still. Expect fresh insights, real‑world examples, and clear next steps you can put into action immediately.
The Zoom access link will be provided in the confirmation email. *This is a non-CPE event
To register: Please sign up online or contact Solutions Support at [email protected] or 800-469-1352 using event code SN000626.
Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
About the Speaker:
Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA
Wealth Advisor | Author | Presenter
Paula McMillan strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc.
TEDx Presenter: Retirement Longevity and Security
Two National AICPA Podcast Series: Retirement Readiness, Women & Wealth
Professional involvement includes:
AICPA Advanced Personal Financial Planning Conference Investment Committee Lead
AICPA Personal Financial Specialist (PFS) Credential Committee Member
Greensboro Estate Planning Council Board Member
Society of Financial Service Professionals (SFSP) Board Member
Society of Financial Service Professionals (SFSP) Foundation Board Chair
Plenteous Financial Forum Chair and Founder
Event Code:SN000626
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| SN000626 MEM | SN000626 MEM | $ |
| SN000626 NM | SN000626 NM | $5 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.