Sheraton Baltimore North
Sheraton Baltimore North, 903 Dulaney Valley Rd, Towson, MD 21204, USA

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Event Date Tue Oct 23 EDT (about 3 years ago)
Location Sheraton Baltimore North
903 Dulaney Valley Rd, Towson, MD 21204, USA
Region Americas

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.


2018 Speakers

Toby Groves
Keynote Speaker

Charlie Wolpoff
The Kelly Group

Maurice Offit
Offit Kurman

Kevin Bress
PK Law

Toby Musser
MNS Group

Jean Dunn
T Rowe Price

Tim Chase
Chad Norfolk, Chris Benson

Andy Bauer
Senior Regional Economist, Federal Reserve Bank of Richmond

Sponsors & Partners

2018 Sponsors and Partners:

• Accountants World
• AoN Empower Results
• Expensify
• Liscio
• Mind Bridge
• OpHaus
• Sage
• Intuit
• Xero
• Business Learing Institute