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Advanced Personal Financial Planning

Monday, June 5Thursday, June 8
Practical information. Expert insights. Technical acumen.

All Access Pass gives you more!

Access to all four days of ENGAGE 23 tracks and sessions, a pre-conference workshop on Sunday afternoon, and ENGAGE+ learning after the event. Earn up to 44 CPE credits.
Get your All Access Pass today!

This track was developed in cooperation with CPA Canada.

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Practical information. Expert insights. Technical acumen.

The Advanced Personal Financial Planning track delivers the latest practical information and guidance from the sharpest minds in the profession. The peer-curated agenda focuses on pertinent topics to help your help clients make important financial decisions.

Evolve your planning acumen with:

  1. Technical tracks focused on core areas: retirement, investments, practice management, risk management and tax
  2. Opportunities to grow your community with personal financial planning peers from across the profession
  3. Standards and regulations updates

Who will be there?

  1. Financial planning professionals, including CPAs, CFP and CFA charter holders
  2. Insurance and risk management professionals
  3. Investment advisers
  4. Tax and estate planning attorneys
  5. Certified Investment Management Analysts (CIMA) professionals providing investment, retirement and tax planning services

Let the Advanced Personal Financial Planning track support your evolution plan.

Key topics include:

  1. ETFs versus Mutual Funds
  2. AI and Investments
  3. Passion Assets - Wine, Auto, Collectibles, etc.
  4. How to Create & Profitably Operate a Next Gen Practice
  5. Podcasting Made Easy
  6. Student Loan Planning/Late-State College Planning
  7. Tax Planning for Cryptocurrency
  8. Risk Management Strategies for Non-Traditional Families

See the details on these and the other 50 sessions that make up the Advanced Personal Financial Planning (PFP) track.