Former U.S. Comptroller Tops Keynote Speaker List at USA Tax & Insurance Services, Inc. Seventh Annual Symposium in Chicago

PALM HARBOR, Fla., May 7 /PRNewswire/ -- USA Tax & Insurance Services ("USA Tax") continues its position as a financial services industry leader with its hosting of the Seventh Annual Mid-Year Symposium, May 12th-14th in Chicago.

Former U.S. Comptroller, David Walker, will address attendees on the topic "What Would the Founders Say -- How America Can Get Back on Track."  During his tenure as Comptroller General, Walker traveled the country sounding the alarm about unsustainable fiscal policies that threatened to derail the nation's future.  His work was featured in the acclaimed film I.O.U.S.A.  He currently leads The Peter G. Peterson Foundation to continue the mission of educating the public about economic challenges affecting Americans.

Other speakers at the two-day symposium include Doug Warren, income planning specialist and leading Roth IRA expert, and Amy D. Kilpatrick, Executive Director with Nspired Networking Enterprises, LLC.  

The Symposium will also offer a series of producer forums on various financial planning and business development topics, to round out the two-day agenda of networking and educational opportunities for independent retirement planners and investment advisors.  

Joseph R. Karsner IV, President of USA Tax, offered his insights about the symposium, "I have participated in the USA Tax & Insurance Services Mid-Year Symposiums as an independent financial planner for many years and found the experience invaluable as I grew my financial planning firm.  Now, as President of USA Tax, I hope to infuse the organization with my practical knowledge coupled with the organization's exemplary reputation as a financial services industry leader."  

About USA Tax & Insurance Services, Inc.

USA Tax & Insurance Services, Inc.® is a Financial Services Organization serving the top independent retirement planners and financial advisors in the country.  USA Tax boosts earning performance by connecting an elite team of proven financial professionals with innovative approaches.  The company achieves this by offering an array of products and services, including a proprietary planning model, customized coaching and mentoring, access to stellar insurance and annuity products, a comprehensive investment suite of managed platforms, and complete back office and marketing services support.  Producers affiliated with USA Tax have combined to write more than $5.5 billion in premium and managed money over the last seven years.   Its Investment Advisory Services are offered through American Investment Services, an SEC Registered Investment Advisor.  For more information, visit the company website at usatax.us.

SOURCE USA Tax & Insurance Services, Inc.

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