YOUR PORTFOLIO OF FINANCIAL PLANNING EXPERTISE
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.
Over the course of three intensive days, you will learn about the latest regulations, tax law changes and market outlook, and how to respond to pertinent issues that impact your practice — all in one advanced, all-encompassing conference. 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.
Don’t Miss These Extraordinary Keynote Speakers
Rebecca Patterson – Managing Director, Chief Investment Officer, Bessemer Trust.
Monday’s Keynote Session - The Weight of the World Economy: Investment Outlook
Simon Sinek – Author - The internationally bestselling author of Start With Why, offering an unconventional perspective that explains why some people and organizations are more innovative, more profitable, command greater loyalty and — most importantly — are able to repeat their success again and again.
Monday’s Keynote Session – Leaders Eat Last: Why Some Teams Come Together and Others Don’t
|Peter Zeihan – President, Zeihan on Geopolitics.
Tuesday’s Keynote Session – Opportunities of the Present, Crises of the Future
|Terence Odean – Rudd Family Foundation Professor and Chair of the Finance Group, Haas School of Business, University of California, Berkeley
Tuesday’s Keynote Session – Behavioral Finance – Powered By IMCA
|Joe Scarborough – Host of MSNBC’s Morning Joe
Wednesday’s Keynote Session – Political Update: View on Washington
4 Tracks for Focused Learning
Discover critical insights and high-level guidance, directly from the experts, on how to address your clients’ needs. With a track that suits your interests, you’ll gain valuable technical knowledge and the know-how for immediate implementation in your practice.
- Wealth Management and Tax
- Retirement / Elder Planning
- Investment Management
- Practice Management and Technology
Sessions You Can’t Miss
- Best Planning Ideas Panel
- Update on Social Security
- New World of Health Insurance in 2014
- Is Strategic Asset Allocation Still Relevant?
- Conversations on the Edge of Retirement
- Advanced Income & Estate Tax Strategies for the Mass Affluent
- Update 2014: Advanced Income & Estate Tax Strategies for High Net Worth
- Think, act and invest like Warren Buffett
- Technology Security Issues for Financial Advisors
- Managing for Yield Panel
- And much more!
Who Should Attend
- Financial planning professionals, including CPAs, AICPA Personal Financial Planning (PFP) Section members, and PFS™ credential holders
- CFP® certificants
- CFA charter holders
- Tax and estate planning attorneys
- Insurance and risk management professionals
- Investment Advisors (IA)
- Certified Investment Management Analysts (CIMA®)
- Other professionals providing individuals with investment, retirement and tax planning services
CAN’T BE THERE IN PERSON? ATTEND THE ONLINE CONFERENCE
Unable to be there with us in Las Vegas? You can still attend the conference online, which is quickly becoming a popular option for many attendees to be a part of the event and earn CPE.
Attending online means you’ll save on travel and attend sessions from the convenience of your home or office, all while earning the same CPE credit you would earn by attending in person. Visit the online conference page for more information and to register.
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 email@example.com.
Find out more information on the Tax Section or PFP Section.
Special Offer! Register for this conference and purchase AICPA Personal Financial Planning Section Membership or AICPA Tax Section Membership and save $100 off of each item!
Simply add the conference to your shopping cart and add a Member Section to the same shopping cart. The discounts will automatically apply at checkout. Note no other discounts can be applied to this order.