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Technical

AICPA Personal Financial Planning Summit Logo aicpa

  Free |   AICPA |   05 Jul 2019 |   AICPA Store
Note: AICPA Personal Financial Planning Summit is at capacity and is not accepting any more registrations.

The future — the expectation isn’t more, it’s just different.

We are living in times where every moment is throwing something new at us. It’s constantly adding new possibilities and opportunities that clients and businesses want to tap into. To thrive in this highly transformative time as a personal financial planner, you need to rethink the offerings and value you can deliver. The 2020 Personal Financial Planning Summit will bring you insights and strategies that you and your firm can apply straightaway in 2020.

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A summit unlike any

The 2020 Personal Financial Planning Summit follows a unique format that fosters conversations — so that you can absorb and take away as much as you can.

The summit brings together:

  • Opportunities to build your network during receptions, fireside chats and an evening riverboat cruise and community dinner, so you can continue the discussion outside of the classroom
  • Group discussions and collaboration opportunities to foster connections with peers and experts from tax, real estate, retirement, investment and risk management
  • Deeper insights and ideas on how to improve the inner workings of your firm

Featured speakers

Brad Bueermann
CEO, FP Transitions

Jody Jacobson, PhD, MSBA
Co-President, Human Skills Institute

Apollo Lupescu, PhD
Vice President, Dimensional Fund Advisors

Cheryl Holland, CFP
President, Abacus Planning Group, Inc.

Kate Healy
Managing Director, TD Ameritrade, Institutional Managing Director, Generation Next

Nancy Bleeke, MBA
President, Sales Pro Insider, Inc.

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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