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Events for Advisors

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ENGAGE 2018 – Financial Planning Sessions & Workshops

June 9 - June 13

Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.

Look for: In-depth coverage of tax, estate, retirement, investment and risk management services

What you’ll gain: New business strategies, techniques and a holistic approach to shaping financial decisions

EXPERTLY CURATED THEMES:

An agenda developed by trusted conference committee members:

  • Asset Protection Strategies
  • Tax efficient spending
  • New trends in estate planning
  • Economic Updates

LEADING TECHNICAL CONTENT

High-quality, advanced knowledge brought to you by expert speakers, all with 4.8 out of 5 satisfaction rating:

DEVELOPED FOR:

  • Professionals providing investment, retirement and tax planning services
  • CPAs, PFP Section members and PFS™ credential holders
  • CFP® certificate holders
  • CFA charter holders
  • Certified Investment Management Analysts (CIMA)
  • Tax and estate planning attorneys
  • Insurance and risk management professionals
  • Investment advisers

Details

Start:
June 9
End:
June 13
Website:
https://www.aicpaengage.com/engage2018/pfp2018