AICPA advanced personal financial planning conference 2020

Support your clients at every life stage and become a year-round resource for your clients with the Advanced Personal Planning curriculum’s leading technical guidance from esteemed thought leaders.

Event Details

Location and date:
Las Vegas June 7-11, 2020

Jointly Presented By:

Chartered Professional Accountants of Canada (CPA Canada) is proud to partner with the American Institute of Certified Public Accountants (AICPA) to bring you the AICPA Advanced Personal Financial Planning Conference at AICPA Engage 2020.

 

Noteworthy experts. Depth of content. Exceptional learning experiences. Find them all there.

Your clients are looking for financial guidance in a world of complexity and uncertainty. Over the course of three intensive days, you will have access to thought leaders who will offer economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to bring the greatest value to your clients in one advanced, all-encompassing conference.

Come early, attend the optional workshop and learn how to build and grow your personal financial planning business.

Can’t make it to Las Vegas?

Sessions can be streamed in real time to your PC. Save on travel and select what suits your professional development needs while earning the same CPD credits.

Special offers/promotions

CPA Canada members benefit from AICPA member pricing.

Additional options and pricing may be available. See pricing and registration for more details.



TBA

Up to 41.5 CPD CPD hour(s)
Pricing & registration

Topics include:

  • wealth management
  • retirement planning
  • investment management
  • insurance and risk management

Who should attend?

  • financial planning professionals, CPAs
  • professionals providing investment, retirement planning services
  • investment advisors
  • insurance and risk management professionals

More Details:

Venue[s] and Accommodation[s]

Venue[s]:

ARIA Resort & Casino
3730 Las Vegas Blvd., Las Vegas, NV 89158
t.:1-866-359-7111


Contacts

Please contact:

Branka Mikan, coordinator, Member Development and Support
Email: bmikan@cpacanada.ca