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
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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


View Full Agenda

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)

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Tax Strategies for the High-Income Individual

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AICPA Practitioners and TECH+

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EDGE Career Development

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Corporate Finance

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Sports and Entertainment Management

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Diversity, Equity & Inclusion

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