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!
View Full Agenda >>
Thank you to our 2023 sponsor: 
Sign Up for Conference Announcements
Webcast
8-Mixed
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
Registration
PICPA Member: $389
Nonmember: $489
ClassPass: 8 hours
CLE Credits: $50
Credits
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.
Discounts
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.
