Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
Look for: In-depth coverage of tax, estate, retirement, investment and risk management services
What you’ll gain: New business strategies, techniques and a holistic approach to shaping financial decisions
An agenda developed by trusted conference committee members:
High-quality, advanced knowledge brought to you by expert speakers, all with 4.8 out of 5 satisfaction rating:
Head of Retirement Research, Morningstar Investment Management LLC
Founder, Life Planning Partners, Inc.
Publisher, Nerd's Eye View & Partner, Pinnacle Advisory Group
Distinguished Fellow at Carnegie Mellon University College of Engineering
Fintech Entrepreneur-ROLAdvisor.com President at Advisor Insights, Inc.
Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management
Director of Retirement and Life Planning, Horsesmouth
Partner at Keebler and Associates, LLP
Calling all personal financial, tax and estate planners. Explore 3 curriculums designed to bring you the learning you need to keep your practice moving forward.
Don’t miss out on the professional impact track, EDGE Career Development and practitioner sessions.
AICPA ENGAGE is built on the advantage of crossover sessions. You as a planner have specific and unique learning needs but don’t put yourself in a box. This June is your opportunity to branch out into 7 different focus areas. Attend sessions and discover new strategies you can implement immediately.
Your curriculums are at the heart of AICPA ENGAGE. Now, it’s easier than ever to find your people.
Jun 9th, 2018 12:30 PM – 6:00 PM
CPE: 6 *not included in All Access Pass
Jun 10th, 2018 8:00 AM – 5:00 PM
CPE: 9 *not included in All Access Pass
Jun 10th, 2018 1:00 PM – 5:00 PM