The Personal Financial Planning Conference is for CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues. Receive advanced training in topics including estate tax, insurance, retirement planning, investments, divorce and more.
903 Dulaney Valley Rd, Towson, Baltimore County, Maryland 21204
Get DirectionsFor 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.