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Overview

8.0 Credits
ONLINE

National and local speakers will discuss the latest trends and changes at the 2018 Personal Financial Planning Conference. Your clients rely on you for estate, tax, retirement, risk management and investment planning advice. Receive the tools and guidance on the latest laws and planning implications to effectively assist your clients.

Topics of Discussion

  • New Tax Law Regarding Individuals 
  • Asset Allocation, Diversification and Due Diligence
  • Use of Trusts under Tax Reform and Georgia‚Äôs 2018 Trust Code Revisions
  • Georgia Tax Credits 
  • Estate Planning 
  • Social Security 101: Claiming Strategies Update
  • Economic Outlook and Its Risks


 

Sessions

Please select the appropriate session or option below to continue with your online purchase

Wednesday, October 24, 2018

General Sessions
Conference Materials - We've gone paperless, only eMaterials will be available.

In-Person Attendance Option - Event Code 13050
The Personal Financial Planning Conference also offers attendance in-person at the GSCPA Learning Center.

Click here to register for the in-person option.