There’s no getting around it — estate planning is personal business. Whether or not your clients have a clear vision for their legacy, they are looking to you to make it come to life.
Your mission? Stay current. Stay flexible. Stay aware. Then translate your knowledge so your clients can make the right decisions.
The Advanced Estate Planning Conference brings together a holistic view of estate planning, one that’s adaptable to your clients’ needs and your role in contributing to their goals.
Your advantage during AICPA ENGAGE:
The American Institute of Certified Public Accountants has established the P. Thomas Austin Personal Financial Planning Division Scholarship in honor of the CPA who has chaired the Advanced Estate Planning Conference for three decades.
The scholarship will cover the registration fee and travel expenses of an emerging CPA to attend the 2018 Advanced Estate Planning at ENGAGE Conference. The program will provide attendees with cutting edge estate planning guidance as well as networking opportunities with seasoned estate planners.
Eligible applicants must meet all of the requirements listed below. The 2019 application information will be posted later this year.