U.S. Wealth Management
U.S. Wealth Management
Home About USWM Meet Our Team Service Offerings News & Media Contact Archive

FOR IMMEDIATE RELEASE

National Speaker John P. Napolitano will Present "Tales of the Tax Return" to the Financial Planning Association of Colorado

DENVER, CO AND BRAINTREE, MA, ISSUED AUGUST 27, 2007… John P. Napolitano, CFP®, CPA, PFS, MST, CEO of U.S. Wealth Management, has been selected by the Financial Planning Association of Colorado to present a seminar entitled "Tales of the Tax Return" at their meeting on October 12, 2007 at the Denver Athletic Club, 1325 Glenan Place, beginning at 11:30 AM.
 
The seminar will address the valuable information that is available to financial professionals on tax returns. The program will highlight the information that will allow financial professionals to deliver more proactive and holistic financial planning services to their clients.
 
Napolitano is the CEO of U.S. Wealth Management LLC. Prior to founding U.S. Wealth Management LLC Napolitano served as a CPA, financial writer, and financial planning instructor. Additionally, he hosted the "Money Works" program that aired on WB56 TV and Bloomberg Business Radio, and was a regular financial columnist for the Middlesex News. He currently writes a weekly financial column for the Patriot Ledger, an Eastern Massachusetts daily newspaper with a circulation of 80,000. He is the author of The Complete Idiot's Guide to Success as a Financial Planner, which is set to be published by Penguin Group/Alpha Books and released nationally November 1st of this year. The book is currently available for order on Amazon. Com and will be carried nationally at Barnes & Nobles. John has instructed financial planning courses for the American Institute of CPAs, the Massachusetts, NH, RI, NY and CT Societies of CPAs, Surgent and Associates, Bentley College, Northeastern University, and is a featured speaker for professional organizations throughout the country. He also conducts educational webinars for the Financial Planning Association.
 
"I am pleased to have an opportunity to address this fine organization of professionals and share information that is useful to Financial Planners and their clients," said Napolitano. "The Financial Planning Association of Colorado provides educational resources and promotes continuous learning. The organization and their members strive to avail themselves of every resource to assist their clients in their wealth management needs."
 
The Financial Planning Association of Colorado is a statewide, non-profit, professional association of Certified Financial Planners licensees and individuals who champion the financial planning process, which operates under the charter of the Financial Planning Association. For more information on the program please call 303-450-0515.
 
About U.S. Wealth Management, LLC
U.S. Wealth Management, LLC works with successful financial professionals with a commitment to delivering holistic wealth management solutions. The firm provides a comprehensive platform of financial services, including financial planning, asset management, insurance, retirement plans, estate planning, and annuities, through its affiliated firms, U.S. Financial Advisors, LLC, U.S. Insurance Brokers, LLC and U.S. Wealth Advisors, LLC. USWM also offers business-building and practice management coaching, training and support that is tailored to Certified Public Accountants (CPAs), financial advisors, and attorneys. To learn more, visit www.uswealthcompanies.com or call (781) 849-9200.
 

© 2008 U.S. Wealth Management, LLC. All rights reserved.