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: Attendees can learn useful tactics in order to maximize their clients’ after-tax income
Learning Objective: Attendees can learn useful estate planning opportunities to help their clients with transferring wealth while limiting the amount of estate tax they would have to pay without enacting these opportunities
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