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Advanced Personal Financial Planning

Monday, June 6Wednesday, June 8
Practical information. Expert insights. Technical acumen.

All Access Pass gives you more!

Access to all four days of ENGAGE sessions and ENGAGE+ 2022 learning after the event. Get your All Access Pass today!

This track was developed in cooperation with CPA Canada.

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Practical information. Expert insights.
Technical acumen.

The Advanced Personal Financial Planning focus area delivers the latest practical information and guidance from the sharpest minds in the profession. The peer-curated agenda focuses on pertinent topics to help you help clients make important financial decisions.

Evolve your planning acumen with:

  • Technical tracks focused on core areas: retirement, investments, practice management, risk management and tax
  • Opportunities to grow your community with personal financial planning peers from across the profession
  • Standards and regulations updates

Advanced Personal Financial Planning

Session 1

HSA and Medicare

Session 2

Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients

Session 3

Health Insurance for Early Retirement