Personal Financial Planning

conference webcast

Nov. 5, 2020
7:45 a.m. - 4:00 p.m.

CPE Credits: 8
PICPA Member: $345 | Nonmember: $445

2020 Agenda Coming Soon!

2019 Topics:

  • The Economy
  • Tax Law Changes
  • College Costs and Debt
  • Rewiring How to Think about Housing Wealth
  • Cash Value Life Insurance
  • Transitioning from Accumulating to Distributing Retirement Wealth

“After attending this conference, I have a fresh perspective on the economy and an understanding of the financial needs of a younger generation.”

Lynn M. Bachstein, CPA
Benco Dental


PICPA Member: $345
Nonmember: $445

ClassPass: 8 hours
CLE Credits Fee: $50

ClassPass      flexAccount200x75

Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.


CPE Credits: TBD

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.


Penn State Great Valley Conference Center Bldg
Malvern - Map it

Become a Sponsor

Reach the Pennsylvania accounting community by sponsoring a PICPA conference. 

View packages, and contact Kelli Comegys for details.