Critical insights, high-level guidance
Advanced Personal Financial
Planning Conference
Monday, June 11 — Wednesday, June 13

The leading technical conference for financial planning professionals.

Experience the exceptional. Immerse yourself in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning. You’ll refine business strategies, implement new techniques and learn a holistic approach to every life stage affecting your clients’ financial outlook. For advisers providing tax, estate, retirement, investment and risk management services.

Three days of engagement


Expertly Curated Agenda

  • Selected for you by conference committee members - known and trusted throughout our previous years of the Advanced PFP conference
  • Scott Sprinkle, the former chair of the Advanced PFP Conference is one of 4 ENGAGE overall event chairs and remains on the committee for the individual PFP Conference

Leading Technical Content

  • High-quality, advanced knowledge brought to you by experts and well-recognized speakers
  • Take advantage of the opportunity to expand to cross-conference sessions – if desired – but you can also remain within PFP Conference-specific session blocks if you wish
  • Attend cross-conference sessions without missing ANY core PFP Sessions! We have hand placed crossover sessions in the overall agenda to maximize your time

Who will be there?

  • Financial planning professionals, including CPAs, PFP Section members and PFS™ credential holders
  • CFP® certificate holders
  • CFA charter holders
  • Tax and estate planning attorneys
  • Insurance and risk management professionals
  • Investment advisers
  • Certified Investment Management Analysts (CIMA)
  • Other professionals providing individuals with investment, retirement and tax planning services

On-site: Networking with Peers

  • Recognize your PFP peers with color coded badges and vendors, PFP specific networking events and enjoy the convenience of all PFP sessions and vendors located in the same areas at the MGM

Quality Experience for Online Conference Attendees

  • Online attendees will be able to easily sort by just PFP Conference sessions and enter chat rooms specific to PFP topic areas.
  • Enjoy online only events such as live Q&A sessions with keynotes

2017 Highlights