Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you’ll learn why past attendees rave about this conference every year.
Choose among five tracks for focused learning: Insurance and Risk Management, Investment Management, Practice Management and Technology, Wealth Management and Tax, and Retirement Planning. You’ll refine business strategies, implement new techniques, and learn a holistic approach to every life stage affecting your client’s financial outlook.
Main Conference > Monday 8am PT – Wednesday 4:50pm PT
A survey of attendees from the 2015 conference reveals why this is the best and most advanced personal financial planning conference in the profession:
Expertly Curated Agenda
Leading Technical Content
On-site: Networking with Peers
Online: Same Quality Experience for Online Conference Attendees
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.
CPA | PFS™ | CFA | CIMA | CFP