Nonmembers
$1,625.00
AICPA Members
$1,425.00
CIMA Members
$1,425.00
PFP Section Members
$1,325.00
Tax Section Members
$1,325.00
PFS Credential Holders
$1,325.00
AICPA & CIMA Personal Financial Planning Summit
Personal Financial Planning
Conference
AICPA & CIMA Personal Financial Planning Summit
The 6th annual AICPA & CIMA Personal Financial Planning Summit is a much-anticipated time for CPAs and other financial planners who are leaders or future leaders in their firms to gather on topics that will help them make decisions for their firms and their careers.
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Location
Austin, TX
NASBA Field of Study
Specialized Knowledge
CPE Credits
16
Product Number
PFPS24
View
Business & partner
Conference Details
We have a proven track record of speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require. PFP Summit generally focuses on topics the CPA financial planning firms face that can include client relationships, succession topics, employee development, firm culture, next generation changes on clients and staff, growing your business, balancing your own life goals with that of your business, and more. The 2024 PFP Summit has something for everyone whether catching up with old friends, making new contacts, networking at receptions and over meals, engaging in interactive discussion during the sessions.
Join us in Austin, TX, meeting again at the Dimensional Funds headquarter and staying in the beautiful Hotel Van Zandt in downtown Austin. Start the new year off right!
Guest: $175
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment or risk management planning services
Exhibit & Sponsor Opportunities
Exhibitors and sponsors have the opportunity to make solid contacts, build long-lasting relationships and generate qualified sales leads with financial planning leaders. Check out our prospectus.
Contact us at SPEXevents@hq.cpa.com
Location
Austin, TX
Dimensional Fund Advisors Headquarters
Dimensional Place
6300 Bee Cave Road, Building One
Austin, TX 78746
Accommodations
Van Zandt Hotel
605 Davis St,
Austin, TX 78701
Room Rate: $289
Dress code: Business Casual
More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Onsite
Jan 15, 2024-Jan 18, 2024
$1,325.00 - $1,625.00
Looking for group pricing?
We can help with group discounts. Email groupconference@aicpa-cima.com
US customers call 1-800-634-6780 (option 2)
Accessibility
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Ratings and reviews
System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here