Aicpa Advanced Personal Financial Planning Conference

"Conference focus on gain critical insights and high-level guidance directly from the experts on the latest techniques, investment strategies"
The Aicpa Advanced Personal Financial Planning Conference is a platform to gain new business strategies, techniques and a holistic approach to shaping financial decisions.


09:00 AM-06:00 PM (expected)
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100 - 500 Delegates
10 - 50 Exhibitors Estimated Count

Category & Type

Business Services


09-13 Jun 2019
11-13 Jun 2018
12-14 Jun 2017
18-20 Jan 2016
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Frequency Annual
Next edition likely in Jun 2020 Interested

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Sean Suarez

Sean Suarez

Financial Advisor at Raymond James Jacksonville, United States


Data at General Motors Canton, United States
Dean Jones

Dean Jones

CPA CA at Jones & associates Brantford, Canada
Gregory Freeman

Gregory Freeman

JD, CHFC, CLU, RICP at Advisorserve Atlanta, United States
greg flowers

greg flowers

Russellville, United States
Lisa Walker

Lisa Walker

Buyer, Paralegal, Oil And Gas Secretary, Administrative Assistant at Meador Staffing Services Las Vegas, United States
Gurpreet Singh

Gurpreet Singh

Marketing Manager at Saini Import Export International Tauranga, New Zealand

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