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AICPA Advanced Personal Financial Planning Conference

Date: Jan 10 - Jan 12, 2011
Location: Bellagio
Las Vegas, NV
Recommended CPE Credit: 24 (main) up to 8.5 (optional)
Pre-Conference: January 09
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Come celebrate the 25th anniversary of the AICPA PFP section and the AICPA Personal Financial Planning Conference

The AICPA Advanced  Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and PrimePlus Eldercare/Retirement.

The 2011 conference provides sessions that are divided into four information-packed tracks:

  • Investment Management – Advanced strategies for tax-smart investments, asset allocations and portfolio construction. This track is sponsored by IMCA® (Investment Management Consultants Association. Sessions within this track provides IMCA-sponsored CIMA® credits.
  • Practice Management – Offers best practices, business models, new technologies and key insights into how others succeed.
  • Wealth Management – Provides insights and updates on strategies for developing and maintaining client wealth.
  • PrimePlus Eldercare/Retirement – A comprehensive compendium of the laws, ideas, best practices and resources to help you better serve your aging and aged clients.

Come on Sunday, January 9th and take part in the following value added-workshops as well as a “special edition” Town Hall Meeting and Welcome Reception

  • All day workshops (9am – 4:30pm – additional fee):
    • Implementing Financial Planning in a Tax Practice: From Tax Advisor to Wealth Manager (additional fee)
    • Emerging Leaders Track
  • Half day workshops (1:00pm – 4:30pm – additional fee)
    • Details to follow
  • Town Hall Meeting – (complimentary – ALL are invited to attend – 4:45pm – 5:45pm)

This year’s conference will also provide plenty of networking opportunities to catch up with old friends and to make new business contacts.

Tax, PFP Section Members or PFS Credential Holders save an additional $100.00: When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section or PFP Section.
Early Bird
(Register by 12/09/10)
Product Code: PFP11
Main Conference
Regular: $1250.00
AICPA Member: $950.00
Your Price: $1250.00

Check box(es) to select sections

Implementing PFP in a Tax Practice: From Tax Advisor to Financial Planner
Pre-Conference
January 09, 09:00 AM - 04:30 PM
Session Code: 101
CPE Credits: 8
Session Price: $450.00
Roth IRA Strategies in 2011
Pre-Conference
January 09, 12:30 PM - 04:30 PM
Session Code: 103
CPE Credits: 4
Session Price: $275.00
Issues Every Wealth Manager Needs to Know About Evaluating Manager Performance
Pre-Conference
January 09, 02:30 PM - 04:30 PM
Session Code: 104
CPE Credits: 2
Session Price: $175.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.