



Membership to online portal
On-demand online learning
Access to full course catalogue and resources
Interactive community forum to connect with finance professionals
Membership to online portal
On-demand online learning
Access to full course catalogue and resources
Interactive community forum to connect with finance professionals
LIVE board meetings with Angie to answer your questions
Monthly group calls with Angie for expert consultation

We need more financial professionals like you to do this high-profile, representation and strategy work. It is fulfilling and profitable for all involved. You support people to de-stress and create a harmonious financial future.
You can learn how to do the work in excellence, step-by-step, in a way where you cut through the noise and circumstance of the client, know the tactics, and get to the solution.
Angel Financial Services 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 web site: nasbaregistry.org
The information contained herein is general in nature and based on authorities that are subject to change. These presentations do not, and are not intended to, provide legal, tax or accounting advice specific to anyone, and participants should consult their tax advisors concerning the application of tax laws to their situations.
Circular 230This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.Disclosure