2014 Advanced Personal Financial Planning Conference

The 2014 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help you prepare for the impact legislative and regulation changes will have on your practice and your clients. It’s the first financial professional conference of the year that addresses changes head-on with the most advanced technical, all-encompassing learning programs for retirement, estate, investment, insurance and individual tax planning guidance for 2014.

One thought-provoking session after another will address everything from tax policies to concentrated assets, insurance products and retirement plan design in addition to controversial topics such as Social Security, healthcare reform and Medicare.

This dynamic event will include four diverse learning tracks: Investment Management, Wealth Management, Practice Management, and Retirement/Elder Planning. Learn new strategies, understand changing rules, and network with the best and brightest to continue to build your practice and enhance your role as your client’s trusted advisor.

Who Should Attend: Financial planning professionals, including CPAs, PFP Section members, CPA/PFS credential holders, CFP® certificants, CFA charter holders, investment advisors (IA), certified investment management analysts (CIMA®) and other professionals providing individuals with investment, retirement, estate, insurance and tax planning services who wish to strengthen these offerings in their practices.