Personal Financial Planning Conference

Nov. 8
8:00 a.m. - 4:00 p.m.

Penn State Great Valley Conference Center Bldg
Malvern - Map it

CPE Credits 
Details to follow with agenda

PICPA Member: $349 | Nonmember: $449

CLE Credit Add-On: $50

Your saved list is full!

Additional Registration Options:



You May Also Like


  • Thomas J. Boczar

    A Stock Protection Fund: What It Is and When It Is Helpful

    Investors with highly appreciated stock positions often try to diversify out of their positions over time, but for many reasons they almost always retain a significant portion of their concentrated position that’s left unhedged. It remains a major risk exposure relative to their net worth, and is riskier than most investors realize.
    Full story
  • Fred Amrein

    Saving for College: More Options than Just 529 Plans

    Today, clients face an uphill battle of trying to pay for college even as college costs outpace inflation. To create the best strategies, advisers need to understand the financial aid process, college savings plans, educational tax strategies, student loans, and various loan repayment options.
    Full story
  • Patrick McCormick

    International Estate and Gift Planning

    Clients increasingly have international ties of some kind, such as dual citizenships or overseas family members. These connections can create complications for practitioners when it comes to estate and gift planning. This blog provides an overview of transfer tax rules for those in the United States with international ties, and discusses factors to consider when implementing estate and gift plans.
    Full story

Financial Planning Articles

  • Tax Reform’s Effect on Charitable Giving

    More taxpayers will benefit from the higher standard deduction under the Tax Cuts and Jobs Act of 2017, so it is probable that fewer people will itemize deductions. This raises the question of whether or not 501(c)(3) organizations will see contributions decrease. CPA financial planners must develop a menu of options for their clients that continue to provide tax saving benefits while also fulfilling their philanthropic goals.
  • Seize the Planning Opportunities the New Tax Law Offers

    With passage of the Tax Cuts and Jobs Act of 2017, numerous questions will arise as to how the changes will impact clients and what, if anything, they should do differently. Despite promises of simplification, many clients will still need help. Consider tax education, communication, and marketing plans to help clients realize this.
  • Roth IRAs Revisited

    It’s common for questions to arise regarding your clients’ ability, eligibility, and desire to fund a Roth IRA during tax-filing time. But keep in mind that there are benefits beyond the obvious tax-saving opportunities that may require a more thoughtful approach. Many of the Roth rules have evolved over time. Understanding the financial planning ramifications opens the door for deeper conversations on the Roth beyond income tax management and playing with tax brackets.

Related Podcasts

Budgeting: What Is It Really?

Most of us have a general understanding of the concept of budgeting. But is budgeting different for CPAs who provide personal financial planning services to clients? It could be, and Marsha Rubin, CPA, CFP, who is a financial adviser with Wharton Investment Consultants, explains her process and how it could be beneficial for CPAs working in this space.

Why and How CPAs Should Join the Fight Against Elder Fraud

Cases of financial abuse of the elderly are on the rise in Pennsylvania. This is especially alarming as the senior population continues to grow. Robin Wiessmann, secretary of the Pennsylvania Department of Banking & Securities, discusses why CPAs are a natural fit to help the state fight these crimes and to protect some of our most vulnerable citizens.

Exploring the Psychology of Money and Wellness

Maggie Baker, PhD, a psychologist and author of Crazy About Money: How Emotions Confuse Our Money Choices and What to Do About It, walks us through how childhood experiences can shape our money habits and how a greater understanding of those habits can lead to better financial choices.