The Personal Financial Planning Conference is for financial professionals and consultants, tasked with advising clients in retirement planning issues.
This year, guests can expect to receive training in topics including:
Be prepared for market volatility and uncertainty, and become an invaluable asset to your clients.
Up to 8.0 CFP credits available.
Insurance Credits are currently pending approval.
2034 Greenspring Dr, Lutherville-Timonium, Baltimore County, Maryland 21093Get Directions
For CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues, this conference will provide training in the topics you need most. Be prepared for market volatility and uncertainty, and become an invaluable asset to your clients.