AICPA Advanced Personal Financial Planning Conference


The 2011 AICPA Advanced Personal Financial Planning Conference provides a holistic approach financial planning to help you and your clients successfully adapt and manage these challenges, regardless of market volatility.

The agenda tackles estate planning and legislation, financial and health care reform, investment and retirement planning and more. Sessions are divided into four tracks:

• Investment Management – Advanced strategies for tax-smart investments, asset allocations and portfolio construction. This track is sponsored by the Investment Management Consultants Association. Sessions within the track provide IMCA-sponsored CIMA credits.

• Practice Management – Offers best practices, business models, new technologies and insights into how others succeed.

• Wealth Management – Provides insights and updates on strategies for developing and maintaining client wealth.

• Retirement/Elder Planning – A guide to laws, ideas, best practices and resources to help you better serve your clients.

Speakers and topics include:

Dr. David Kelly, chief market strategist, JP Morgan Funds, speaking about the state of the economy

Joe Navarro, former FBI agent, on interpreting nonverbal communications

Meir Statman, professor of finance, University of Santa Clara, on investor psychology

Mark Tibergien, CEO, Pershing Advisor Solutions, on the state of the industry

The conference takes place Jan. 10 – Jan. 12 at the Bellagio in Las Vegas. For more information, visit

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