Personal Financial Planning Conference

Nov. 2 • Webcast

Looking to refine your expertise? Interested in current tools, strategies, and best practices? Want to expand your practice by adding personal financial planning services? This is the conference for you.

Boost your knowledge and grow your network. Don't miss out on this chance to enhance your professional development and take your practice to the next level!

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Thank you to our 2023 sponsor:  Gallagher Bollinger Logo

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Nov. 2, 2023
7:50 a.m. – 4:00 p.m.

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CPE Credits

$389 Member
$489 Nonmember
Featured Session

Tax update with Mary Lew Kehm

  • Updates on important tax developments
  • SECURE Act 2.0-changes going into effect/IRA pronouncements
  • 2023 Energy credits review
  • Preparing for the 2025 TCJA sunset


PICPA Member: $389

Nonmember: $489

ClassPass: 8 hours

CLE Credits: $50


General Session Credits: 8-Mixed

Level: Update
Prerequisites: None

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


ClassPass      flexAccount200x75

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

Registering a group? Save 10% when you register two or more from the same firm. Call (215) 496-927.