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 Financial Planning conference 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.

Personal has never meant so much. Any computer can collect data. What you can offer clients is something that far exceeds a machine.

By building and expanding your consultation services, you will be ready to meet future client needs and expectations. You will be ahead of changes in the profession that are just around the corner.

The Advanced Personal Financial Planning Conference focuses on making you an invaluable voice in your client’s lives, starting today.

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.



Starting at $995 USD

Up to 41.5  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


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Contacts

Please contact:

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