Virtual Conference
Virtual Conference
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Credits awarded per Session. See individual Sessions for further details.
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November 4, 2021 8:00 – 4:00 p.m. CPE: 8 MU

The Pennsylvania Institute of CPAs’ Personal Financial Planning Conference provides accounting and financial professionals with the knowledge, skills, and tools to broaden their practice in the area of financial planning by learning about current economic factors, best practices in retirement planning, ways to broaden their client base, and how to implement actions behind new tax laws.

Who should attend: CPAs who are engaged with personal financial planning for their clients and would like to learn about best practices; experienced practitioners, CFPs, and PFSs seeking to enhance their technical knowledge of current tools and strategies; and practitioners who are interested in expanding their practice by adding personal financial planning services.

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