AICPA Personal Financial Planning Summit 2020 | American Institute of Certified Public Accountants (AICPA) | 27 January 2020 | Palisades West, 6300 Bee Cave Road Austin, TX 78756, USA
Venue
Palisades West
Palisades West, 6300 Bee Cave Road Austin, TX 78756, USA
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| Event Date |
Mon Jan 27 CST - Wed Jan 29 CST (almost 5 years ago)
In your timezone (EST): Mon Jan 27 6:00pm - Wed Jan 29 6:00pm |
| Location |
Palisades West
6300 Bee Cave Road Austin, TX 78756, USA |
| Region | Americas |
Details
The future — the expectation isn’t more, it’s just different.
We are living in times where every moment is throwing something new at us. It’s constantly adding new possibilities and opportunities that clients and businesses want to tap into. To thrive in this highly transformative time as a personal financial planner, you need to rethink the offerings and value you can deliver. The 2020 Personal Financial Planning Summit will bring you insights and strategies that you and your firm can apply straightaway in 2020.
A summit unlike any
The 2020 Personal Financial Planning Summit follows a unique format that fosters conversations — so that you can absorb and take away as much as you can.
The summit brings together:
• Opportunities to build your network during receptions, fireside chats and an evening riverboat cruise and community dinner, so you can continue the discussion outside of the classroom
• Group discussions and collaboration opportunities to foster connections with peers and experts from tax, real estate, retirement, investment and risk management
• Deeper insights and ideas on how to improve the inner workings of your firm
Speakers
2020 Speakers
Kate Healy
Managing Director,Generation Next, TD Ameritrade Institutional
Stephen de Man
Regional Director, Dimensional Fund Advisors
Ed Jacobson
Jody Jacobson
Co-President, Human Skills Institute
Nancy Bleeke
MBA, President, Sales Pro Insider, Inc.
Cheryl Holland
CFP, President, Abacus Planning Group, Inc.
Theodore Sarenski
CPA, CFP, PFS, AEP, CEO, Blue Ocean Strategic Capital, LLC
Mark Astrinos
CPA, CFP, PFS, Principal and Founder, Libra Wealth
Sue Stevens
CPA/PFS, CFP, CFA, CAP, MS, MBA, Wealth Advisor, Buckingham Wealth Management
Michael Goodman CPA/PFS
President, Wealthstream Advisors, Inc.
Michael Goodman CPA/PFS
President, Wealthstream Advisors, Inc.
Apollo Lupescu, PhD
Vice President, Dimensional Fund Advisors
Sponsors & Partners
2020 Sponsors
PLATINUM SPONSOR:
• Dimensional
GOLD SPONSOR:
• FP Transitions
FIRESIDE CHAT SPONSOR:
• Betterment for Advisors
TOTE BAG SPONSOR:
• Alliance of Comprehensive Planners