October 28, 2025


Live Webcast

AND

Watch Party

SC&H - Sparks
910 Ridgebrook Rd, Sparks Glencoe, Baltimore County, Maryland 21152-9390


8 CPE

40th Annual Personal Financial Planning Conference

CPE Credits Available

8 CPE
8
Specialized Knowledge

SC&H - Sparks

910 Ridgebrook Rd, Sparks Glencoe, Baltimore County, Maryland 21152-9390

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Things to Know About This Course

Professional Area of Focus

  • Personal Financial Planning

Provider

*Maryland

Agenda

October 28

AI Session
Speaker:

Donald Tomoff

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This session is still being planned. Check back for more details. 


Break

Tax Aware Long-Short Strategies
Speaker:

Brent Sullivan

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This session is still being planned. Check back for more details.


Break

AI + The Wealth Management Landscape
Speaker:

Yelena Melamed

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This session is still being planned. Check back for more details.


Break

What Accountants Need to Know About The Financial Aspects of Divorce and Pre-Marital Agreements
Speaker:

Ferrier Stillman

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Lunch

Power of Personal Storytelling

This session is still being planned. Check back for more details.


Break

TBD

This session is still being planned. Check back for more details.


Break

Tax Impact of Planning

Break


Economic Update
Speaker:

Daraius Irani

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