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Technical

AICPA Personal Financial Planning Summit Logo aicpa

  $1,295.00 - 1,695.00 |   27 Jan-29 Jan 2020 |   08:00-17:00 |   Austin, TX |   AICPA |   AICPA Store

Join your peers dedicated to bringing you the most immersive learning experience for personal financial planning professionals. The AICPA Personal Financial Planning Summit is a gathering place for the best minds in the profession.

The summit offers a unique learning atmosphere, providing a mix of experiences that will foster conversations and new ideas in and out of the meeting suite. Join guided discussions designed to help you get the most out of your experience.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Advanced
  • Personal financial planning: Technical: Charitable planning, Advanced
  • Personal financial planning: Technical: Risk management & insurance planning, Advanced
  • Personal financial planning: Technical: Compensation & benefits, Advanced
  • Personal financial planning: Technical: Investment planning, Advanced
  • Personal financial planning: Technical: Retirement planning, Advanced
  • Personal financial planning: Technical: Elder & special needs planning, Advanced
  • Personal financial planning: Technical: Specialized planning issues, Advanced
  • Personal financial planning: Technical: Practice management & professional standards, Advanced

Terranea

100 Terranea Way

Rancho Palos Verdes, CA


Phone: 301-494-7891

Rate: $320

Online Reservations

Phone Reservations (855) 476-3912 - reference Personal Finance Planning 2019

Cut-Off Date: December 15, 2018

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