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January 19, 2012

AICPA 2012 Advanced Personal Financial Planning Conference

The last three days I attended the 2012 Advanced Personal Financial Planning Conference of the American Institute of Certified Public Accountants.  The conference is an annual conference for CPA personal financial planners.  The comprehensive program had an exceptional lineup of nationally recognized experts.  It was an energizing experience.  I learned new tools and techniques that can help my clients achieve their financial goals.  It included the opportunity to bet current information on changes by lawmakers and rule makers that could affect clients’ finances.  Discussing this information with an elite group of financial planners from around the country was also an opportunity to share best practices.  I was able to take away many ideas that will increase my value to my clients. 

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