Personal Financial Planning
All-Access pass gives you more!
Access to all four days of ENGAGE sessions and ENGAGE+ learning after the event.
Everything. Everywhere. Everyone.
Advanced Personal Financial Planning
Monday, June 9–Thursday, June 12
Navigate the changing tax regulations to better serve clients’ financial goals in the Advanced Personal Financial Planning track.
The peer-curated agenda focuses on pertinent topics to help you help clients make the right financial decisions and get the latest practical information and guidance from the profession’s sharpest minds.
ENGAGE & Connect to stay on top of standards and regulations with:
- Focus on core areas: investments, wealth management, practice management, retirement and risk management.
- Opportunities to grow your community with personal financial planning peers.
- Updates on relevant standards and regulations.
Who should attend?
- Financial planning professionals, including CPAs, CFPs and CFAs.
- Insurance and risk management professionals, investment advisers and Certified Investment Management Analysts (CIMA)
Advanced Personal Financial Planning
Key sessions you cannot miss!
Decoding Trusts and Operating Agreements: Unlocking Opportunities in Personal Financial Planning
Financial Planning for DINKs & SINKs (aka Childfree Clients)
Financial Planning Technology: How To Maximize Your Tech Stack
Guiding Clients Through Investments: No Expertise Required
Navigating Health Care Before Age 65
The Retirement Blueprint: Crucial Decisions Before and After the Big Day
What Your Clients Aren’t Telling You Can Hurt You (and Them)
Every field's connected
This is the accounting and finance industry's premier event of the year.
No other event comes close to the breadth and depth of our programming. With nine overlapping tracks seasoned experts curate, you can discover exciting new facets of your field and explore new ones. Every area of accounting and finance connects in ways that aren’t always obvious, and ENGAGE is where they all come together.
