Access six full session recordings for free from the 2016 AICPA Advanced PFP Conference. These sessions showcase the exceptional quality of the best and most advanced conference in the profession, covering all of the core areas of personal financial planning – estate, tax, retirement, investment, risk management/insurance planning as well as practice management strategies.
Financial blogger and frequent conference speaker Michael Kitces reviews the 2016 financial adviser conference offerings and recommends "best in class" picks. Kitces writes that the AICPA Personal Financial Planning Conference is packed with educational content. And while the conference is not exclusive to CPAs – any financial planner who is serious about their craft is welcome to attend! – the conference’s roots in the CPA community, and the minimum bar that sets, helps to ensure that it contains the best advanced educational content. Read the full post.
Join us at the 2017 Advanced PFP Conference on June 12-14 at the MGM Grand in Las Vegas or online! Special pricing is available for:
- Emerging leaders*
- PFP Section members and CPA/PFS credential holders (Login with AICPA username and password to apply discount automatically at checkout.)
*Email email@example.com for more information on special pricing and opportunities to engage at the conference.
Trade and consumer press are encouraged to attend the live or online conference. For more information or to inquire about a press pass, please contact James Schiavone.
Best Planning Ideas Panel
Moderator: Lyle Benson
Panelists: Susan Bruno, Robert Keebler, Michael Kitces, Ted Sarenski
Panel discussion on the best planning ideas for 2016. New ideas will
be proposed and discussed by our top-rated speakers who are leaders in their
respective fields. We will focus on ideas and strategies to put in practice now
for your clients in the areas of personal financial planning, income tax and estate
planning, retirement, risk management and investment strategies.
10 Critical IRA Tax Planning Issues
IRAs have their own distinct and complex tax rules, and all CPAs doing financial
planning must know them. This session will identify ten critical IRA tax planning
issues that are frequently overlooked or not addressed until it’s too late, and the tax
damage is done.
The Road Less Traveled
With most mainstream asset classes richly valued, investors may need to rethink
their asset allocation. Considering “uncomfortable” asset classes and investment
approaches may provide viable paths toward unlocking excess returns.
Medicare is far more complicated than most people realize. Yet new retirees are
largely unprepared to deal with this mandatory health care program, especially
if they’ve been automatically covered by health insurance at work. This session
will cover the five key facts all baby boomers need to know about Medicare.
Selected Gems From the Retirement Planning Guide
In June 2015, the AICPA released The CPA’s Guide to Practical Retirement Planning.
Join the author in reviewing selected sections of the guide to look beyond safe
withdrawal rates, portfolio assumptions and Monte Carlo simulations. Get back to
the basics of “what if” scenarios and “stress testing” the personal decision-making
process by using real-life experiences and shedding light on the unknown.
Planning for the Next Generation of Affluence
The next generation does not think about work and life through the traditional lens
of retirement planning. Instead of waiting until their 60s, they desire more freedom,
flexibility and meaning in their lives now.