2018 Agenda. Explore past content.
ENGAGE 2019 Agenda will come later this year
Advanced Accounting and Auditing Agenda
Advanced Estate Planning Agenda
Advanced Personal Financial Planning Agenda
CPAFMA Practice Management Agenda
EDGE Career Development Agenda
Practitioners Symposium and TECH+ Agenda
Tax Strategies for the High-Income Individual Agenda
*This 1.5-day workshop is not included in the All Access Pass. Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await.