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2024 SRA SYMPOSIUM

September 9th - 12th, 2024
Hotel Renegade
1110 W Grove St, Boise, ID 83702

The recent years have underscored the value of 831(b) Plans, setting the stage for them to become a standard in business operations.

We are excited to announce our 2024 Annual SRA Symposium in Boise, Idaho. This four-day event is by invitation only and reserved for trusted business advisors to learn more about SRA and how we administer 831(b) Plans.

This year, due to popular demand, we’re enhancing the experience by including Continuing Education (CE) credits for insurance agents, financial advisors, and CPAs, emphasizing our dedication to your professional growth.

To request to join us for this educational event, please complete the registration form below. It’s a prime opportunity to deepen your understanding of 831(b) Plans and learn how our company is shaping the future of captive management.

Registration Form
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AGENDA
SEPTEMBER 9, 2024
ARRIVAL & REGISTRATION

Welcome Reception
6:00 pm - 9:00 pm
Location TBD

SEPTEMBER 10, 2024
CE PRESENTATION (optional)

CE credit for Insurance Agents, Financial Advisors, CPAs
7:30 am - 9:00 am
Hotel Renegade, 1110 W Grove St, Boise, ID 83702

SYMPOSIUM DAY 1

Educational Breakouts and the State of SRA
9:30 am - 3:30 pm
Hotel Renegade, 1110 W Grove St, Boise, ID 83702

NETWORKING DINNER

6:30 - 9:30 pm
Location TBD

SEPTEMBER 11, 2024
SYMPOSIUM DAY 2

Legal, Taxes, and Panel Discussion
8:30 - 11:00 am
Hotel Renegade, 1110 W Grove St, Boise, ID 83702

GUEST SPEAKER

Guest Speaker TBA
11:00 am - 12:00 pm
Hotel Renegade, 1110 W Grove St, Boise, ID 83702

APPRECIATION DINNER

6:00 pm - 9:00 pm
Location TBD

SEPTEMBER 12, 2024
ACTIVITIES

This year we will have multiple activities for you to choose from!

Time and Locations TBD
Meet at Hotel Lobby

WHAT YOU CAN EXPECT....

Don't take our word for it. Hear & see why past attendees feel the SRA Symposium is such an important event.

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