Continuing education programs for financial advisors, insurance professionals, CPA organizations, and business leaders, focused on practical application and long-term client success rather than theory.
Most continuing education is taught from a slide deck. Mario teaches from three decades of client meetings, market cycles, and real advisory practice.
Through BGS Assurance, Mario built and delivered professional education programs across New Jersey, serving CPA chapters, insurance professionals, and financial advisors. Every program is grounded in what actually happens between professionals and their clients.
Founder of BGS Assurance
BGS Assurance — Former NASBA-Approved Provider of Continuing Education for CPAs and Tax Professionals
Continues to support professional education and financial CE programming across the financial services industry
Hosted CE meetings for CPA chapters throughout New Jersey
Led educational programs for insurance professionals
Presenter at national and regional advisor conferences
Helping accounting professionals better understand wealth planning, retirement strategies, and evolving client needs so tax conversations become planning conversations.
Educational programs focused on integrating financial planning into long-term client relationships, moving beyond the policy to the plan.
Practical strategies for growing trusted advisory relationships in an increasingly technology-driven marketplace.
Wealth planning and retirement strategies
The Great Wealth Transfer and estate readiness
Behavioral investing and client communication
Inflation, debt, and today's economic realities
Building an advisory practice that lasts
Succession planning for business owners
Financial literacy across generations
Evolving client needs in a technology-driven market
CE sessions built for professional chapters, associations, and member organizations.
Keynotes and breakout sessions for national and regional professional conferences.
Financial wellness and professional development programs delivered inside your organization.
Tell us about your organization, your members, and your calendar. Every program is customized to the audience in the room.
Programs may be structured with learning objectives for the host organization’s review. Continuing education credit is determined by the host or sponsoring organization and is not guaranteed.