31ST ANNUAL PERSONAL FINANCIAL PLANNING CONFERENCE
Description
The Personal Financial Planning Conference is for CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues. Receive advanced training in topics including estate tax, insurance, retirement planning, investments, divorce and more.
Learning Objectives
TBD
Major Topics
Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Administrative Practice*
3
Specialized Knowledge and Applications*
3
Taxes
2
Who Should Attend
For CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues, this conference will provide training in the topics you need most. Be prepared for market volatility and uncertainty, and become an invaluable asset to your clients.
Prerequisites
None.
Advanced Preparation
The event has been added to MACPA’s “paper-lite” initiative. All materials for this event will be offered electronically only. Registrants will receive instructions to access the materials prior to the conference
