The Personal Financial Planning Conference is a bi-annual conference for CPAs, financial planners, and business consultants to get the tools and insights needed to effectively serve your clients or plan your own retirement. This event provides strategic thoughts from nationally recognized speakers on hot topics including: The state of the economy, portfolio management, tax and estate planning.
Update CPAs on the current developments in the personal financial planning arena.
CPAs in the Personal Financial Planning Arena
Learning Objective: Where is the economy headed, and what are the implications for long-term investment returns? How do successful investors navigate through market volatility?
This presentation will focus on building better portfolios through factor investing and technology.