With tried-and-true wisdom and innovative strategies attuned to the market’s flux, you’ll have the tools you need to build a winning combination for generations of success. You’ll get up to speed on the most current aspects of estate, gift and inheritance planning. Respected experts will share updates from the Hill, with advanced technical training, interactive sessions, case studies and more.
Don't miss this advanced-level opportunity to discover sophisticated insights into estate planning's newest challenges, and gain the resources to effectively construct your clients' estate plans.
Main Conference > Tuesday 8am PT – Thursday 3:50pm PT
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.
CPA, CFP, IMCA, CFA, EA
In honor of P. Thomas Austin, who chaired the Advanced Estate Planning Conference
for three decades.
The AICPA’s scholarship award covers the registration fee and travel expenses to attend
the 2017 Advanced Estate Planning Conference at ENGAGE.
Eligible applicants must meet all of these requirements:
PFS™ credential holders and PFS candidates will receive special consideration.
The entry deadline is May 1, 2017. For more information, email firstname.lastname@example.org.
Make the most out of your time at AICPA ENGAGE and attend these crossover sessions curated for you by your own conference committee members. Take this opportunity to learn MORE.