October 29, 2019

Live Webcast

AND

In-Person

Loyola Graduate Center
2034 Greenspring Dr, Lutherville-Timonium, Baltimore County, Maryland 21093

8 CPE

34th Annual Personal Financial Planning Conference

Your expertise is your clients’ peace of mind

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:

  • Retirement Plan Distribution Rules: Case Studies
  • Long Term Care Planning
  • Behavioral Investing

…and more!

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.

CPE Credits Available

8 CPE
3
Finance
3
Management Services
2
Taxes

Loyola Graduate Center

2034 Greenspring Dr, Lutherville-Timonium, Baltimore County, Maryland 21093

Get Directions

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Future Ready
  • Personal Financial Planning
  • T Shaped Professional Anticipating and Serving Evolving Needs

Intended Audience

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.

Provider

maryland association of cpa's

This event has ended.