Advanced Personal Financial Planning Conference | ENGAGE 2020

Get up close and personal with leading-edge financial planning.

Your clients rely on your insights to be prepared for whatever the future might throw at them. Join us at the Advance Personal Financial Planning Conference and stay up to date with the latest practical information and guidance from the sharpest minds in the business.

Deepen your ability to combine tax expertise with financial planning and find the in-depth technical and practice management best practices you need to be an invaluable resource for your clients and their future.

Evolve your planning acumen with:

  • Tax reform updates included in applicable sessions, as selected by leaders in the profession
  • Technical breakouts in PFP’s five core areas: Tax, retirement, estate, risk management and investments
  • Opportunities to grow your community with personal financial planning peers
  • Practical information and guidance to implement in your practice

Three days of engagement

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AICPA Staff Recommendations:

  • Keynote: Middlescence: New age. New stage. Midlife redefined.
  • Keynote: Communication Excellence and Business Success
  • Transitioning to Medicare
  • The Future of a PFP Practice
  • Planning for Stretch IRAs After the SECURE Act
  • Social Security- Where Does It Stand; How to Advise’
  • Financial Planning Technology: Where Are We at and Where Are We Going?
  • Creating a Plan for the Everyday Client
  • Best Retirement Ideas Panel
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Pre-Event Workshops:

  • Insurance 101 - For the Dabbler and Curious
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Who will be there:

  • 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