Limitless
possibilities
June 9–14 | MGM Grand Las Vegas or attend online
Session Type
12:30 PM
6:00 PM
June 9

Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await.

Advanced Personal Financial Planning
6 CPE
Pre-Event Workshop
Onsite
Emerging Leaders & Advisors Path
8:00 AM
5:00 PM
June 10

Day 2: Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await.

...
Advanced Personal Financial Planning
9 CPE
Pre-Event Workshop
Onsite
Emerging Leaders & Advisors Path
1:00 PM
5:00 PM
June 10

This workshop will provide a foundation in estate planning that you cannot get elsewhere.

Advanced Estate Planning
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 10

Increased Exclusion Amounts for Estate and Gift Tax Purposes will likely multiply the necessity for preparation of Form 706 for portability purposes.

Advanced Estate Planning
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 10

With the arrival of 2018, the time has now come to implement ASU 2016-14, the FASB’s most significant set of changes to the NFP financial statement model in more than 20 years.

...
Advanced Accounting and Auditing
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 10

Mitch Anthony is challenging advisors to step up, broaden their capacity, and embrace a new role—as retirement coach. Retirement coaching is the future of retirement planning.

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Advanced Personal Financial Planning
4.5 CPE
Pre-Event Workshop
Onsite
1:00 PM
5:00 PM
June 11

As a firm leader, your job is to elevate your firm related to culture and people and lead your firm through major change initiatives.

CPAFMA Practice Management
4.5 CPE
Pre-Event Workshop
Onsite