Personal Financial Planning Summit 2019 | American Institute of Certified Public Accountants (AICPA) | 7 January 2019 | Terranea Resort, 100 Terranea Way, Rancho Palos Verdes, CA 90275, USA
Venue
Terranea Resort
Terranea Resort, 100 Terranea Way, Rancho Palos Verdes, CA 90275, USA
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| Event Date |
Mon Jan 7 PST - Wed Jan 9 PST (almost 6 years ago)
In your timezone (EST): Mon Jan 7 11:00am - Wed Jan 9 8:00pm |
| Location |
Terranea Resort
100 Terranea Way, Rancho Palos Verdes, CA 90275, USA |
| Region | Americas |
Details
It’s time to compare notes with esteemed peers, challenge conventional thinking, and shape future legacy. The AICPA Personal Financial Planning Summit is a one-of-a-kind occasion to grow yourself and your firm in an interactive, idyllic setting.
Our committee of thought leaders from the profession are underway planning the 2019 agenda, geared for practitioners providing tax, estate, retirement, investment and risk advisory services in leading financial planning and wealth management firms.
Speakers
2019 Speakers
Tracy Beckes
Founder & CEO, Tracy Beckes and Associates, Inc., La Conner, WA
Marie Swift
President & CEO, Impact Communications, Inc., Leawood, KS
Matthew Jackson CFA
Director, Simon-Kucher & Partners, New York, NY
Lindsay Graham
Researcher, University of California, Berkeley, Berkeley, CA
Doug Quackenbush, AIA LEED AP
President, Quackenbush Architects + Planners, Columbia, SC
Ed Jacobson, PhD
President, Jacobson Coaching and Consulting, Palm Desert, CA
Angie Herbers
CEO, Angie Herbers & Company, Austin, TX
Jill Schlesinger, CFP
Business Analyst, CBS News
Angie Herbers
CEO, Angie Herbers & Company