Advanced Personal Financial Planning

June 9–13 | Las Vegas or attend online

Critical insights and high-level guidance directly from the experts.

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

Still the best and most advanced Personal Financial Planning event in the profession made even better at AICPA ENGAGE. 

Latest News

Engage: Top highlights from AICPA Advanced PFP Conference [Podcast]

This year at AICPA ENGAGE, the energy and cutting-edge content was unparalleled with thought-provoking questions, candid insights, deep technical dives and even some radical ideas along with extensive networking opportunities to connect with your peers. It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

 
 

Three days of engagement

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Expertly Curated Themes:

An agenda developed by trusted conference committee members:

  • Asset Protection Strategies
  • Tax efficient spending
  • New trends in estate planning
  • Economic Updates
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Leading Technical Content

High-quality, advanced knowledge brought to you by expert speakers, all with 4.8 out of 5 satisfaction rating:

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Developed for:

  • Professionals providing investment, retirement and tax planning services
  • CPAs, PFP Section members and PFS™ credential holders
  • CFP® certificate holders
  • CFA charter holders
  • Certified Investment Management Analysts (CIMA)
  • Tax and estate planning attorneys
  • Insurance and risk management professionals
  • Investment advisers

The AICPA ENGAGE Experience