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.
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.
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: