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Master List Of Financial Advisor Conferences For 2024-2025

CalCPA Estate And Trust Planning Conference 2024

This annual conference is dedicated to keeping CPAs, attorneys, and financial planners on top of recent estate and trust planning developments. Attendees will gain an in-depth understanding of best practices, practical strategies, and connections with expert professionals specializing in this area. The conference also offers a virtual option for those who would like to attend remotely.

Price: $709-$909
Type: Hybrid
Content Focus: Advanced Planning, Estate Planning, Tax Planning
Channel: CFPs, CPA, Experienced Planner
Organizer: Association
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