Virtual
39th Annual Personal Financial Planning Conference 2024
Date: Nov. 12, 2024
Time: 5 a.m. – 1:30 p.m. PT
CPE: 8
Overview
CalCPA is pleased to offer Maryland Association of CPA's 39th Annual Personal Financial Planning Conference. The conference will provide you with updates on the latest trends, tools, and regulations in personal financial planning. You will gain in-depth knowledge from expert presenters. CLICK HERE to view the comprehensive agenda.
Your event link will redirect you to MACPA's virtual learning platform on the day of the conference.
Product Code
1000003591
Credit Type
CPE: 8CPE-Technical: 8Format
In-Person
Intended Audience
CPAs and other financial professionals interested in this topic.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Advanced
Prerequisites
None.
Advance Preparation
Working knowledge of Personal Financial Planning topics and best practices.
Learning Objectives
Major Subjects
- Industry insights and updates
- Advanced strategies for HSAs
- EFTs vs. Mutual Funds
- Behavioral Finance
- Workplace trends and best practices
- Economic update
Agenda
5 a.m. – 1:30 p.m. PT
39th Annual Personal Financial Planning Conference 2024