Advanced Personal Financial Planning
All Access Pass Gives You More
Get access to all ENGAGE sessions, a pre-conference workshop (in-person only) and ENGAGE Plus learning before and after the event.
Earn up to 42 CPE credits.
Personal Financial Planning Track
The next wave for financial planners and advisors blends AI, behavioral insights, and holistic planning to transform client relationships into data-driven, personalized strategies for long-term success.
At the Advanced Personal Financial Planning Track, navigate tax strategies and insights to build transformative financial plans to better serve your clients.
Every session is hand-selected to meet the evolving needs of advisors, planners, and practice leaders.
Ride the next wave and stay on top of strategies on:
- Investments, wealth management, practice management, retirement and risk management.
- Growing your community with personal financial planning peers.
- Managing updated standards and regulations.
Who should attend?
- Financial planning professionals, including CPAs, CFPs, and CFAs.
- Insurance and risk management professionals, investment advisers
- Certified Investment Management Analysts
PFP Sessions You Cannot Miss!
- How to Create a Retirement Income Plan [Using AI] in 2026
- What Every CPA & Financial Planner Should Know About Crypto & Digital Assets to Effectively Guide Clients Through This Maze
- Stop Advising, Start Coaching: The Neuroscience of Financial Decision-Making
- BEST IDEAS SESSION: Navigating the Post H.R. 1 Landscape:
- Tax Planning Strategies for Your Clients
Be sure to also check out the Tax Strategies for High-Income Individuals and the Advanced Estate Planning Tracks.
You've shaped a decade of progress
