There’s no getting around it — estate planning is personal business. Whether or not your clients have a clear vision for their legacy, they are looking to you to make it come to life.
Your mission? Stay current. Stay flexible. Stay aware. Then translate your knowledge so your clients can make the right decisions.
The Advanced Estate Planning Conference Track brings together a holistic view of estate planning, one that’s adaptable to your clients’ needs and your role in contributing to their goals.
All Access Pass attendees can earn up to 41.5 CPE in 4 days. For more information on pricing, please visit the link below.
Your advantage during AICPA ENGAGE:
Continuing Education Credits Available
CPA PFS™ CFA CIMA CFP EA
Last year was just the beginning. 2019 is going to be epic!