AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
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Advanced Personal Financial Planning Conference one of seven focus areas part of AICPA & CIMA ENGAGE 2020 - All digital event offers flexibility and eliminates travel for attendees
- Program features 24+ sessions of technical content covering all areas of financial planning
- Reporters encouraged to attend
Top Technical Planning Insight from Leaders in The Profession
Professionals looking to develop the essential skills to best guide their clients and firm into the future will benefit from in-depth technical sessions and panel discussions. In addition to the CARES Act, topics include the SECURE Act, the current state of
“Financial planning professionals looking to learn about the latest strategies to help them provide the highest professional service should not miss this chance to gain a wide-range of technical knowledge at this all-in-one interactive online learning event,” said
Professionals recognize the
“This year’s conference has added virtual networking events and other new features to enhance interaction and build a sense of community among attendees,” said
In addition to the PFP conference, attendees will have access to leading technical content within all 6 other conferences as part of AICPA & CIMA ENGAGE including: Advanced Accounting & Auditing, Advanced Estate Planning, ,
PFP Keynote speakers include:
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Danielle Fava , Director of Innovation, TD Ameritrade Institutional -
Scott Orr , VP of Government Relations & Public Affairs,Fidelity Investments -
Mark Jeffries , author of “The Art of Business Seduction”
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Ted Sarenski , CPA/PFS, CEO,Blue Ocean Strategic Capital -
Ed Slott , CPA, Partner,Ed Slott & Company -
Michael Kitces , Publisher & Head of Planning Strategy, Nerd'sEye View |Buckingham Wealth Partners -
Jeffrey Levine , CPA/PFS, Lead Financial Planning Nerd at Kitces.com -
Matthew Rosenberg , CPA/PFS, President,RoseCap Financial Advisors -
Lisa Featherngill , CPA/PFS, Head of Legacy & Wealth Planning,Abbot Downing -
Susan Bruno , CPA/PFS, Managing Director, Beacon Wealth Consulting South -
Stephan Horan , Managing Director,Americas Region & Professional Learning ,CFA Institute -
Mark Klein, Esquire ,Hodgson Russ LLP
ENGAGE Keynote speakers include:
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Daymond John , Entrepreneur, CEO, Shark Tank star -
Barry C. Melancon , AICPA President and CEO -Erik Asgeirsson ,CPA.com President & CEO -Sue Coffey , AICPA EVP of Public Practice -Tracey Golden , AICPA Chair
What: AICPA Advanced Personal Financial Planning, at ENGAGE 2020
When:
Where: Online
Press Registration: For media who wish to obtain remote access, please contact
About the AICPA’s PFP Division
The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs and other professionals who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families, and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.
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