Kick off your ENGAGE 25 journey on the right foot by attending one of these dynamic, hands-on workshops. Over three and a half hours, you’ll get the details you need today to be better prepared for tomorrow.

• PFS Live! Experienced Pathway – PFP Applications Course (PFP25001, PFP25002)
• Basic Estate Planning Techniques- SLAT, GRAT, Dynasty Trust, IDGT, ILIT, QPRT (EST25101)
• CPA's Guide to Shareholders Agreements and Funding Strategies (TAX25101)
• Defining a Scope: Best Practices for SOC Reporting and Engagement boundaries (SOC25101)
• Fingers on the Keyboard V2: Chat GPT, Copilot and AI Round Up (ENG25101)
• Form 706 Preparation (EST25102)
• Grow 4 Ways Business Workshop (PFP25101)
• Roadmap To Start A Financial Planning Practice (PFP25102)
• Loss Deductions Restrictions (At-Risk Rules, Basis, PIGS and PALS) (TAX25102)
• Practice Management Roundtables (PRA25101)
• Quality Management Drill Downs (NAA25101)

The Pre-Conference Workshop is free with your All Access Pass. Or, add it to your Main Conference ticket.