AAA-CPA and the Synergy Summit
The AAA-CPA is a member of Synergy Summit, a nonprofit
collaboration among the leadership of the major accounting, legal, and
financial service organizations in the United States. Together, these
groups represent more than 200,000 lawyers, accountants, financial advisors,
philanthropic gift planners, and insurance and other professionals. Synergy Summit helps bring
quality estate, financial, and charitable planning information and services to
the public through multi-disciplinary partnerships and projects.
Member organizations:
Programs
and public education projects supported by Synergy Summit include:
Did
You Know…
It is estimated that over 120 million Americans do not have current estate
plans to protect themselves and their families in the event of sickness,
accidents, or untimely death. The 2004 Roper poll commissioned by the American
Institute for Certified Public Accountants found that two-thirds of Americans
over age 65 believe they lack the knowledge necessary to adequately plan for
retirement, and nearly one half of all Americans are unfamiliar with basic
retirement tools.