Here is why you should attend each conference!
Focus on sophisticated insights into the issues and pressing challenges facing your clients today. Combined with the many networking sessions with thought leaders and peers from across the country, this event delivers the tools and skills you need to assert your standing as an estate planning specialist for your current and future clients.
A survey of attendees from the 2015 conference reveals why this is the best and most advanced personal financial planning conference in the profession:
Gain relevant knowledge on key issues and create strategies that have a direct impact on your firm’s bottom line; hear innovative ideas from renowned speakers on topics such as client retention, business development and measuring ROI; and discover new ideas to put into action at your firm.
Seasoned accountants and auditors from across the country have created and developed sessions that provide the latest updates, innovations and anticipated trends to keep you on the cutting edge.
You and every member of your firm will be inspired and invigorated with knowledge to implement immediately:
Expand your knowledge of tax strategies for individuals, family members, businesses and private foundations. Gain how-to guidance for immediate implementation, while updating your contact list following our many networking opportunities.
We are focused on increasing engagement opportunities of Online attendees to gain the same valuable content and access to leading speakers as you would in-person.