Advanced Personal Financial Planning Conference | ENGAGE 2020
Advise, expand, secure

Advanced Personal Financial Planning (PFP)

Monday, June 8 – Wednesday, June 10

All Access Pass gives you more. Access to all half-day workshops + Thursday sessions + online access. The best way to attend ENGAGE 2020 and the best value.

Explore the agenda

Leading-edge financial planning strategies

Your clients rely on your insights to be prepared for whatever the future holds. Join us at Advanced Personal Financial Planning to stay up-to-date with the latest practical information and guidance from the sharpest minds in the profession.

Deepen your ability to combine financial planning with tax expertise 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:

  • Technical breakouts in PFP’s core areas: tax, retirement, estate, risk management and investments
  • Opportunities to grow your community with personal financial planning peers from across the profession – including CPAs, Personal Financial Specialists, Certified Financial Planners, Chartered Financial Analysts and attorneys
  • Practical information and guidance to implement in your practice

Key presenters you don’t want to miss:

  • Angie Herbers
  • Barbara Waxman
  • Bob Keebler
  • Dani Fava
  • David Blanchett
  • John Diehl
  • Kathleen Pritchard
  • Mark Jefferies
  • Marty Shenkman
  • Scott Orr
  • Ted Sarenski
  • Wes Gray

Three days of engagement


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

Pre-Event Workshops:


Who will be there:

  • Professionals providing investment, retirement and tax planning services
  • CPAs, PFP Section members and CPA/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