Advanced Personal Financial Planning Curriculum | AICPA ENGAGE 2019

Meaningful direction starts with you.

Advanced Personal Financial Planning

 

June 9–13 | Las Vegas or attend online

Personal has never meant so much.

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 AICPA ENGAGE:

  • 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
In co-operation with:

Latest News

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:

  • What are the practical applications of tax reform and how can you implement this with your clients?
  • How do you translate the financial planning and tax theory into practical applications for your clients?
  • How do you make the most of your conference experience so that you can best serve your clients when you return to the office?

You can also access this podcast on iTunes or Pod-o-Matic. Also – subscribe to our channel so that you don’t miss an episode!

You and your clients: an AICPA PFP Conference sneak peek [Podcast]

What makes you an invaluable voice in your clients’ lives? In this podcast, Michael Kitces interviews Mitch Anthony to talk about just that. Let’s take a sneak peek into his session, “You and Your Clients”, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Find out:

  • How to connect with your clients in a way that demonstrates who you are and what you’re about
  • What questions to ask your clients (that you’re probably not already asking)
  • How to effectively demonstrate your competence and your humanity to build trust with your clients

You can also access this podcast on iTunes or Pod-o-Matic.

Engage: Top highlights from AICPA Advanced PFP Conference [Podcast]

This year at AICPA ENGAGE, the energy and cutting-edge content was unparalleled with thought-provoking questions, candid insights, deep technical dives and even some radical ideas along with extensive networking opportunities to connect with your peers. It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

It’s a big world of learning out there. You can spend a lot of time searching for insights that speak directly to you and your work only to come up empty-handed. Never fear! At AICPA ENGAGE, is here to help!

Our staff has created AICPA ENGAGE Personas designed around the most important people at the event… YOU!

What’s your Advanced PFP Persona?

 

Adventure is better together.

Your conference community is at the core of AICPA ENGAGE. Easily find your Advanced Personal Financial Planning peers and colleagues sporting their royal blue lanyards.

Networking events!

  • Invitation to the ENGAGE Welcome Reception, Sunday June 9
  • Nightly networking receptions in exhibit hall following sessions
  • Monday & Tuesday afternoon: Community Networking Lunches. Find your community at royal blue tables in the arena
  • Tuesday night: Dedicated bays at Topgolf event
  • Connect with your peers and Ask an Expert, in the combined Personal Financial, Estate Planning, Tax Strategy, Connection Hub in the within the exhibit hall

During sessions!

  • Look for other attendees wearing royal blue lanyards
  • 70+ Personal Financial Planning-specific sessions
  • Pre-Event Workshops starting Saturday, June 8 **1.5 day workshop not included in All Access Pass
  • All-Access Pass: 4 days of unparalleled learning and 14+ hours of priceless networking
  • Sessions will be grouped together to allow you to get where you need faster while networking with peers in your interest area

Before the event!

  • Curriculum HQ: Download the AICPA ENGAGE 2019 app
  • Tour the Exhibit Hall: on a live exhibit floorplan, check out the most up-to-date exhibitors and their profiles
  • Plan Your Onsite Appointments! Schedule exhibitor appointments, dinner meetings, or meet-ups with other attendees