Advanced Personal Financial Planning
Monday, June 6–Wednesday, June 8
Practical information. Expert insights. Technical acumen.
This track was developed in cooperation with CPA Canada.
Practical information. Expert insights.
Technical acumen.
The Advanced Personal Financial Planning focus area delivers the latest practical information and guidance from the sharpest minds in the profession. The peer-curated agenda focuses on pertinent topics to help you help clients make important financial decisions.
Evolve your planning acumen with:
- Technical tracks focused on core areas: retirement, investments, practice management, risk management and tax
- Opportunities to grow your community with personal financial planning peers from across the profession
- Standards and regulations updates
Advanced Personal Financial Planning
Session 1
HSA and Medicare
Session 2
Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients
Session 3
Health Insurance for Early Retirement