Any computer can collect data. What you can offer clients is something that far exceeds a machine.
By building and expanding your consultation services, you’ll be ready to meet future client needs and expectations. And you’ll be ahead of changes in the profession that are just around the corner.
The Advanced Personal Financial Planning Conference focuses on making you an invaluable voice in your clients’ lives, starting today.
Your advantage during ENGAGE:
Best ideas panel podcast: an AICPA PFP Conference sneak peek [Podcast]
What makes you an invaluable voice in your clients’ lives? In this podcast, Lyle Benson and Ted Sarenski share a sneak peek of the Best Ideas Panel featured at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Find out:
This presentation provides detailed discussions of global, national and regional economies using the most up-to-date data available. Special attention is invested in critical elements of economic...
In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike. Mitch will inspire advisors and provide them with the...
If you think money can’t buy happiness, you’re not spending it right. Dr. Elizabeth Dunn, co-author of Happy Money, is one of the world’s leading experts on how spending habits shape happiness. She...
Your conference community is at the core of ENGAGE. Easily find your Advanced Personal Financial Planning peers and colleagues sporting their royal blue lanyards.
Before the event!