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Advanced Personal Financial Planning Conference Logo aicpa

  Free |   AICPA |   03 Mar 2020 |   AICPA Store

Your clients are relying on your insights to be prepared for whatever the future holds.

The Advanced Personal Financial Planning focus area keeps you up-to-date with the latest practical information and guidance from the sharpest minds in the profession. Your peer-community curated an agenda that focuses on pertinent topics to help your clients make important decisions to navigate the COVID-19 pandemic.

Evolve your planning acumen with:

  • Technical topics in the core areas: tax, retirement, estate, risk management and investments
  • Opportunities to grow your community with personal financial planning peers from across the profession
  • Practical practice management guidance and growth ideas
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Topics covered:
  • Management accounting: Business: Strategy, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Advanced