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.
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:
PFP2101. Economic Update
PFP2117. Best Ideas Investment Panel
ENG2105. IRA Planning Update
PFP2122. Best Planning Ideas Panel
ENG2120. Social Security Update
ENG2121. Planning for Those Under $10 Million