This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

Advanced Personal Financial Planning Conference Logo aicpa

  $1,895.00 - 2,295.00 |   09 Jun-13 Jun 2019 |   09:00-17:00 |   Las Vegas, NV |   CPE: 41.5 |   AICPA |   AICPA Store

Personal has never meant so much.

Any computer can collect data. What you can offer clients is something that far exceeds a machine.

By building and expanding your consultation services, you’ll be ready to meet future client needs and expectations. And you’ll be ahead of changes in the profession that are just around the corner.

The Advanced Personal Financial Planning Conference Track focuses on making you an invaluable voice in your clients’ lives, starting today.

All Access Pass attendees can earn up to 41.5 CPE in 4 days. For more information on pricing, please visit the link below.

View pricing

Your advantage during AICPA ENGAGE:

  • Tax reform updates included in applicable sessions, as selected by leaders in the profession
  • Technical breakouts in PFP’s five core areas: Tax, retirement, estate, risk management and investments
  • Opportunities to grow your community with personal financial planning peers
  • Practical information and guidance to implement in your practice
Learn more

Continuing Education Credits Available
CPA PFS™ CFA CIMA CFP EA

Last year was just the beginning. 2019 is going to be epic!

Get a taste of AICPA ENGAGE content

Topics covered:
  • Management accounting: Business: Strategy, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Advanced

Comments/Reflections

You may also be interested in: