Leading-edge financial planning strategies
Deepen your ability to combine financial planning with tax expertise and find the in-depth technical and practice management best practices you need to be an invaluable resource for your clients and their future.
Mon, July 20 – Wed, July 22
Advanced Personal Financial Planning (PFP)
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 to navigate the COVID-19 pandemic.
Evolve your planning acumen with:
- Technical topics in the core areas: tax, retirement, estate, risk management and investments
- Opportunities to grow your community with personal financial planning peers from across the profession
- Practical practice management guidance and growth ideas
Can't-Miss Sessions
Planning for Stretch IRAs AFter the SECURE Act (PFP, EST)
Ed Slott
Best Retirement Ideas – Advising Retirement Clients in Market Volatility
David Blanchett, Michael Finke, Michael Kitces, Bob Veres
The leading researchers in PFP offer their best insights, results of their research, and practical ideas for how to best lead your clients into and through a financially comfortable retirement.
Planning for the 99% - What to Tell Clients in 2020 (PFP, Tax)
Steve Siegel
Many other considerations that should go into an estate plan including portability, income tax considerations and asset protection concerns that make "simple" planning a risk for many clients. The SECURE Act of 2019 and the CARES Act of 2020 have added new complications and opportunities to the planning process.
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 Estate Planning
Advanced Personal Financial Planning
AICPA Practitioners and TECH+
Tax Strategies for the High-Income Individual
EDGE Career Development
Finance Redefined
Diversity, Equity & Inclusion
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