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.
Continue scrolling to Register for both days of the Conference!
Please note: This two-day conference is worth a total of 9 CPE credits.
Can’t attend both days? You can register for just one day of the Conference as well!
Click Here to register for Day 1 of the Personal Financial Planning Conference.
Click Here to register for Day 2 of the Personal Financial Planning Conference.
Update CPAs on the current developments in the personal financial planning arena.
CPAs in the Personal Financial Planning Arena