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Overview

8.0 Credits
IN-PERSON

Your clients look to you for guidance and sound advice in their journey to financial well-being. This timely conference will provide you with the tools you need to navigate current local and national changes.

NEW for 2017 - Two tracks for study for optimal learning and guidance to best fit your individual, professional needs. 

Who Should Attend: CPAs, CFOs, investment advisors, controllers, and finance managers.

Topics Designed for You
> Future of Services for Individuals
> Current Estate Planning Environment
> Federal Income Tax Reform
> CPA to PFP Transition
> Behavioral Finance with Investing
> Fraud Trends Affecting Elder Client Housing
> Fiduciary Duty Rule
> Economic and Financial Market Outlook


Accommodations
For a list of hotels near the GSCPA Learning Center, please visit our accommodations page.

Register Here

Your clients look to you for guidance and sound advice in their journey to financial well-being. This timely conference will provide you with the tools you need to navigate current local and national changes.

NEW for 2017 - Two tracks for study for optimal learning and guidance to best fit your individual, professional needs. 


LIVE STREAM Attendance Option - Event Code: LS13050
The Personal Financial Planning Conference also offers attendance through Live Stream. You can attend remotely, in real time, while saving on travel expenses.

Click here to register for the Live Stream option.