Advanced Personal Financial Planning Conference | ENGAGE 2021

Advanced Personal Financial Planning (PFP)

Mon, July 26 – Wed, July 28

Cutting-edge financial planning strategies

Deepen your ability to offer top tier financial planning advice, hear the latest in-depth technical and practice management best practices, and takeaway what you need to be an invaluable resource for your clients and their future.

Register today

All-Access Pass gives you more!

Access to all four days of ENGAGE sessions and ENGAGE2021+ learning after the event.

Get Your All-Access Pass today!

 

Your clients are relying on your insights to be prepared for whatever the future holds.

The Advanced Personal Financial Planning focus area keeps you up-to-date with the latest practical information and guidance from the sharpest minds in the profession. Your peer-community curated an agenda that focuses on pertinent topics to help your clients make important decisions. ENGAGE 2021 has partnered with CPA Canada to develop a unique Advanced Personal Financial Planning focus area with insights on industry leading content and exceptional speakers.

 

Evolve your planning acumen with:

  • Technical topics in the core areas: tax, retirement, estate, risk management and investments
  • Trending approaches to managing and growing your practice
  • Opportunities to grow your community with personal financial planning peers from across the profession


Advanced Personal Financial Planning

Can't-miss sessions

Session 1

PFP2101. Economic Update

Session 2

PFP2117. Best Ideas Investment Panel

Session 3

ENG2105. IRA Planning Update


Session 4

PFP2122. Best Planning Ideas Panel


Session 5

ENG2120. Social Security Update


Session 6

ENG2121. Planning for Those Under $10 Million


Who Will Be There

  • CPAs and CPA/PFS credential holders
  • Financial planners, CFP® certificate holders, CFA charter holders, Certified Investment Management Analysts (CIMA)
  • Tax and estate planning attorneys
  • Insurance and risk management professionals
  • Registered investment advisers

Use your All Access pass to access these other focus areas within ENGAGE

Advanced Accounting and Auditing (NAAATS)

Advanced Personal Financial Planning

Advanced Estate Planning

Tax Strategies for the High-Income Individual

AICPA Practitioners and TECH+

EDGE Career Development

Corporate Finance

Diversity, Equity & Inclusion

CPAFMA National Practice Management Conference