AICPA Advanced Personal Financial Planning Conference Takes on …

NEW YORK–(BUSINESS WIRE)–Financial planning professionals from across the nation will convene in
Las Vegas this June to connect with thought leaders and hear cutting
edge technical content at the AICPA’s
2018 Advanced Personal Financial Planning (PFP) Conference
. The 31st
annual conference will take place at the MGM Grand from June 11-13,
2018, with pre-conference sessions on June 9th 10th.
Attendees will benefit from in-depth technical education sessions and
panel discussions while networking with the profession’s top influencers.

The Tax Cuts and Jobs Act overhauled the US tax code. To help make sense
of this game changing legislation, this year’s conference will feature a
wide-range of forward looking sessions
dedicated to tax reform
. Financial planning professionals will hear
the latest information at multiple update sessions that will address how
the tax overhaul impacts individuals, families, real estate, business
owners and their closely held entities, estate plans and more.

“This year’s Advanced PFP Conference will cover the impact that changes
to tax law are having on retirement planning, investment decisions,
insurance/risk management solutions and estate plans,” said Andrea
Millar, CPA/PFS, AICPA director of personal financial planning. “The
combination of technical sessions and forward-looking speakers will
provide financial planning professionals with the tools and insights
they need to continue to meet their client’s needs in the highest
professional manner.”

In addition to the range of tax reform topics, there will be must-attend
sessions examining issues surrounding cybersecurity and the impact of
blockchain. There will also be a session on crisis management and
emergency preparedness lessons learned from the recent hurricanes and
sexual harassment suits on the rise. Attendees will learn how to protect
against exposures during these challenging times.

The PFP Conference will join six other conferences including the AICPA’s
Advanced Estate Planning and Tax Strategies for the High-Income
Individual, as a part of AICPA
. This one-of-a-kind conference brings together thought
leaders, technical specialists, entrepreneurs, innovators and
influencers from seven specializations for one unique event. More
information about ENGAGE is available

The AICPA Advanced PFP Conference is one of the largest financial
planning conferences of the year, and annually attracts serious
professionals who deal with high net-worth clients. Experts recognize it
as one of the best conferences for technical education sessions and
networking. In fact, the high-quality, advanced knowledge shared this
year will be brought by returning expert speakers who each averaged a
4.8/5 satisfaction rating in 2017.

The ideas shared at the PFP Conference dive deep into professional
development, practice management and the future of financial planning.
This year’s conference agenda
was developed to provide captivating content and educational sessions
for all financial planning professionals — including CPA financial
planners; CPA/PFS Credential holders; CFAs; CFPs; CIMAs; tax and estate
planning attorneys; and investment advisers.

Over the course of the conference, attendees will sharpen their skills,
refine business strategies, implement new techniques and learn how to
take a holistic approach to their client’s financial plans at every life
stage. Attendees will emerge from the conference better equipped to help
their clients navigate changes and increasing complexity with their
personal finances. With in-depth technical sessions on best practices
hosted by esteemed thought leaders from throughout the profession, new
attendees will learn why the AICPA PFP Conference is a must attend event.

“Financial planners who are serious about their craft should not miss
this chance to connect with the brightest planning minds in the
country,” said Ted Sarenski, CPA/PFS, chair of the 2018 PFP Conference
Planning Committee. “With the significant changes to tax code, it’s more
important than ever to receive the best technical content. At the
Advanced PFP conference, attendees will hear the most current knowledge
and undoubtedly leave with actionable information they can use in their

ENGAGE Keynote speakers include:

  • David Gergen, co-director of the Center for Public Leadership at the
    Harvard Kennedy School, senior political analyst for CNN and former
    White House adviser to four U.S. Presidents.
  • Adam Grant, an organizational psychologist studying how we can find
    motivation and meaning, and live more generous and creative lives.
  • Maria Contreras-Sweet, President, Contreras-Sweet Enterprises, former
    Administrator of the Small Business Administration.
  • AICPA President and CEO Barry C. Melancon and AICPA Chair Eric Hansen.

PFP Conference Speakers:

  • Ted Sarenski, CPA/PFS, CEO, Blue Ocean Strategic Capital

    • Social Security the Only Annuity All Clients Count On
  • Ed Slott, CPA, Partner, Ed Slott Company

    • New Tax Law Retirement Update
  • Bob Keebler, CPA/PFS, Partner, Keebler Associates, LLP

    • Navigating a Bold, New Tax World: Estate Financial Planning
      under the Tax Cuts Jobs Act
  • Mitch Anthony, President, Advisor Insights

    • Engage at Any Age: How Health Trends are Transforming Retirement
  • David Blanchett, Head of Retirement Research, Morningstar Investment
    Management LLC

    • Guaranteed Income and Optimal Retirement Income Strategies
  • Michael Kitces, Publisher Partner, Nerd’s Eye View | Pinnacle
    Advisory Group

    • Generating Tax Alpha with Effective Asset Location
    • Managing Sequences of Return Risk in Retirement
  • Carolyn McClanahan, Founder, Life Planning Partners, Inc.

    • Health Insurance for Early Retirement
  • Wade Pfau, Professor of Retirement Income, The American College

    • Revolutionary Retirement Planning Session
    • Best Practices for Retirement Income Planning
  • Dr. David Kelly, Chief Global Strategist and Head of the Global Market
    Insights Strategy Team for J.P. Morgan Asset Management

    • Economic Update
  • Elaine Floyd, Director of Retirement and Life Planning, Horsesmouth

    • Transitioning to Medicare

What: AICPA Advanced Personal Financial Planning Conference

When: June 11-13, 2018 (pre-conference sessions begin June 9th)

Where: MGM Grand in Las Vegas, NV. A live broadcast of keynotes
and select main conference sessions will be available to reporters who
cannot attend in person.
(Please note: Advance registration is

What you will find at AICPA ENGAGE: Gain access to leading
technical content within the PFP curriculum, as well as 6 other
curriculums as part of AICPA

  • Advanced Accounting Auditing
  • Advanced Estate Planning
  • CPA Firm Management Association: Practice Management
  • EDGE Career Development
  • Practitioners Symposium TECH+
  • Tax Strategies for the High-Income Individual

More information about the AICPA Advanced PFP Conference is available

Press Registration: For media who wish to obtain on-site press
credentials or sign-up for remote access, please contact Jon Lynch at
or James Schiavone at

About the AICPA’s PFP Division

The AICPA’s Personal Financial Planning (PFP) Section is the premier
provider of information, tools, advocacy, and guidance for CPAs and
other professionals who specialize in providing estate, tax, retirement,
risk management, and investment planning advice to individuals,
families, and business owners. The primary objective of the PFP Section
is to support its members by providing resources that enable them to
perform PFP services in the highest professional manner.

CPA financial planners are held to the highest ethical standards and are
uniquely able to integrate their extensive knowledge of tax and business
planning with all areas of personal financial planning to provide
objective and integrated guidance for their clients. The AICPA offers
the Personal Financial Specialist (PFS) credential exclusively to CPAs
who have demonstrated their expertise in personal financial planning
through examination, experience and learning, enabling them to gain
competence and confidence in PFP disciplines.

About the Association of International Certified Professional

The Association of International Certified Professional Accountants (the
Association) combines the strengths of the American Institute of CPAs
(AICPA) and The Chartered Institute of Management Accountants (CIMA) to
power opportunity, trust and prosperity for people, businesses and
economies worldwide. It represents 650,000 members and students in
public and management accounting and advocates for the public interest
and business sustainability on current and emerging issues. With broad
reach, rigor and resources, the Association advances the reputation,
employability and quality of CPAs, CGMAs and accounting and finance
professionals globally.

About the American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member
association representing the CPA profession, with more than 418,000
members in 143 countries, and a history of serving the public interest
since 1887. AICPA members represent many areas of practice, including
business and industry, public practice, government, education and
consulting. The AICPA sets ethical standards for the profession and U.S.
auditing standards for private companies, nonprofit organizations,
federal, state and local governments. It develops and grades the Uniform
CPA Examination, offers specialized credentials, builds the pipeline of
future talent and drives professional competency development to advance
the vitality, relevance and quality of the profession.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and
Ewing, NJ.

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