Complexities turned
into advantages

Advanced
Personal Financial
Planning

Sessions: June 11–13
Workshops: June 9–10

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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. 

 
 

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

Thought leader spotlight

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David Blanchett, PhD, CFA, CFP®

Head of Retirement Research, Morningstar Investment Management LLC

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Carolyn McClanahan

Founder, Life Planning Partners, Inc.

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Wade Pfau, Ph.D., CFA

Professor of Retirement Income, The American College

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Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH

Publisher, Nerd's Eye View & Partner, Pinnacle Advisory Group

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Vivek Wadhwa

Distinguished Fellow at Carnegie Mellon University College of Engineering

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Mitch Anthony

Fintech Entrepreneur-ROLAdvisor.com President at Advisor Insights, Inc.

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Dr. David Kelly

Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management

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Elaine Floyd

Director of Retirement and Life Planning, Horsesmouth

AICPA Planners community:

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.

Make yourself at home

Your curriculums are at the heart of AICPA ENGAGE. Now, it’s easier than ever to find your people.

Chart the path to your peers

Look for royal blue ribbons, lanyards, & directional signage onsite to help you find Advanced Personal Financial Planning colleagues and peers during:

Networking events!

  • Sunday evening welcome reception designed specifically for Advanced PFP curriculum attendees
  • Mon-Wed: PFP Lounge in Exhibit hall
  • Tuesday night: Dedicated bays at Topgolf event

During sessions!

  • All-Access Pass: 50+ Personal Financial Planning-specific sessions including Saturday and Sunday workshops + 9 bonus sessions. PFP workshop not included
  • Mon–Tues: Find your community at royal blue tables during networking lunches in the arena, with discussion topics based on your area of interest
  • Grouped sessions for “hallway networking” and shorter walking distances between sessions

Before the event!

  • Curriculum HQ: visit the AICPA Conferences app to find session highlights, networking opportunities for your community and more

Pre-Event Workshops included in the ALL ACCESS PASS

Pre-Event Workshops

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Personal Financial Planning Workshops

Advanced Estate Planning Workshops

Enhance your ENGAGE learning experience.

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Data Driven Leadership Program

You’ll be immersed in the new realities of financial services delivery and the FinTech driving the change, plus the opportunities awaiting you.

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Finance Redefined Track

Close the gap between the reality of today’s revolutionary changes and the mindset that the changes won’t come for another decade.

2017 Highlights