Register for Personal Financial Planning Conference - VIRTUAL

General Session

Charting the Future: Exploring ChatGPT & Generative AI's Impact on Accounting and Finance 7:00am to 7:50am

1 Credits Specialized Knowledge

General Session

New Tax Bill 8:00am to 8:50am

1 Credits Specialized Knowledge

General Session

AI + The Wealth Management Landscape 9:00am to 9:50am

1 Credits Specialized Knowledge

General Session

What Accountants Need to Know About The Financial Aspects of Divorce and Pre-Marital Agreements 10:00am to 10:50am

1 Credits Specialized Knowledge

General Session

Lunch 10:50am to 11:50am

General Session

Power of Personal Storytelling 11:50am to 12:30pm

1 Credits Specialized Knowledge

General Session

Streamlining Estate Planning: Practical Strategies & Tech Solutions for Everyday Clients 12:40pm to 1:30pm

1 Credits Specialized Knowledge

Optional Session

Tax Impact of Planning 1:40pm to 2:30pm

1 Credits Specialized Knowledge

Optional Session

Economic Udpate 2:40pm to 3:30pm

1 Credits Specialized Knowledge

Event Registration