Free Session Recordings from the 2015 AICPA Advanced PFP Conference

Access six full session recordings for free from the 2015 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.

Join us at the 2016 Advanced PFP Conference on January 18-20 at the Bellagio in Las Vegas or online! Special pricing is available for:

  • Students*
  • Professors*
  • Emerging leaders*
  • PFP Section members and CPA/PFS credential holders (Login with AICPA username and password to apply discount automatically at checkout.)

*Email 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.

Professional Issues Update

Barry Meloncon

AICPA’s CEO provides an overview of the forces driving change for the CPA profession today and in the future, as well as key AICPA personal financial planning initiatives.

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Creating a Mobile Office

David Oransky

Clients want instant access to information and quick responses from you; employees want modern technology and flexibility; and firm owners want more freedom and lower costs. Structuring your practice to be mobile can accomplish all of these and more.

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Tax Preferenced Retirement Savings Strategies for High-Income Individuals

Robert Keebler

High-income individuals need now more than ever to find ways to reduce their incomes during high-income years. Learn how, with careful tax planning, to save your high-income individual clients as much as $0.434 for every $1 deferred.

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The Gen-Savvy Financial Advisor

Cam Marston

Learn about attitudinal and behavioral differences among generations of investors regarding their recognition of experts, communication preferences, risk/reward, customization and personalization, external influences, and adviser selection

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Safe Withdraw Rates in Retirement & How do Annuities Fit in the Equation?

Bob Veres, David Blanchett, Michael Finke, Michael Kitces, Wade Pfau

Hear the leading researchers of retirement income discuss their latest work, including how spending behavior changes in retirement, techniques to adjust recommendations based on market conditions and the role that annuities play in the process.

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Advising Clients through the Toughest Times of Life

Amy Florian

Understand issues your clients face, the best ways to talk with them and how to handle their emotions and irrational fears, bring humor into meetings and help clients make wise decisions.

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