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AICPA Personal Financial Planning Symposium

January 25-27 |

Nashville, TN |

https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-symposium

The 2027 PFP Symposium is where top financial planners gather to elevate their expertise. Join industry thought leaders, such as Jeff Levine and Bob Keebler for deep discussions on both advanced technical and insightful soft topics. This year will include an interactive live multi-generational case study represented by 10 actors available throughout the conference. Extra continuing education credits are available for attendees for submitting their solutions to the case study.

Kitces New and Worth Watching Conference Badge

Price: $1,625-$2,200

Type: In Person

Early Bird: $1,475-$2,050 until 11/12/26

Content Focus: Advanced Planning, Behavioral Finance, Estate Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning

Channel: CFPs, CPA, Experienced Planner, RIA

Organizer: Association

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