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8.0 Credits

> Top 30 Best Practice Tips When Advising Families with Special Needs Beneficiaries 
> PFP Standards Put Out by the AICPA
> Taming the Compliance Beast 
> 2023 FASB Update
> Building a Successful CPA/Wealth Management Partnership
> Planning Ahead: Estate Planning and Gift Tax Update
> Transferring Risks Through Health Insurance, Long Term Care and Medicare

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit

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Your clients rely on you for estate, tax, retirement, risk management and investment planning guidance. Expand your knowledge to offer premier financial planning advice, discover the latest in-depth technical and practice management best practices, and receive the tools and direction on the current laws and planning implications to assist your clients and make critical decisions effectively. Conference discussions will provide strategic thoughts from nationally recognized speakers, practical information and guidance on estate planning.

Alternate Attendance Option
In-Person, Atlanta 13050 >