AICPA Personal Financial Planning Summit

Rancho Palos Verdes, CA

Jan 07 - 09, 2019


AICPA Personal Financial Planning Summit

Inspired conversations for dynamic outcomes

For advisers providing tax, estate, retirement, investment and risk management services.

Pull up a chair and join the most experienced minds in the financial planning profession.

It’s time to compare notes with esteemed peers, challenge conventional thinking and shape future legacy. The AICPA Personal Financial Planning Summit is an influential gathering unlike any other — in an idyllic setting to build deep relationships with other leading professionals.


A mix of experiences will foster conversations and spark new ideas, in and out of the meeting suite.

Authentic Conversations
Dynamic presentations and roundtable discussions planned by PFP thought leaders
Roundtable Discussion
Facilitated conversations to allow you to share your experiences and learn from your peers
Networking Activities
Included in your registration: networking activities, daily meals and evening receptions overlooking the Pacific Ocean. See agenda for details.
Influential Gathering
Bonus fireside chats with established thought leaders


  AICPA Members
Non Members


  • Daily meals to include breakfast, lunches, breaks and receptions
  • Bonus Fireside Chats
  • Afternoon Networking Activities
REGULAR RATE - $75 Early Bird savings expire 11/30
On-Site Attendance
*Non-members may receive Member pricing until November 30, 2018
$1,820 until 11/30
$1,820 until 11/30
Party of two Register your guest for access to receptions and the guest lounge: $325

Do you have questions about the program? We are here to help!


Tax, PFP Section Members or PFS Credential Holders save an additional $100

The discount will be automatically applied during checkout. Note: Tax, PFP or PFS discounts cannot be combined.

AICPA Discount Policy: Only one coupon code can be applied to each website or telephone registration.

Questions? Contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.
More information on the Tax Section or PFP Section memberships.

Quantity Discounts Available

Registering multiple participants?

Group-rate discounts offer maximum savings for firms with multiple registrants. Contact an AICPA representative to book your group registration at 888.777.7077 M-F, 9am-6pm ET.

Travel & Accommodations


Terranea is located on the Palos Verdes Peninsula, one of Southern California’s most scenic and coveted coastlines overlooking the Pacific Ocean and Catalina Island.
Guests enjoy a tranquil escape in this natural haven, conveniently located 30 minutes from both Los Angeles International and Long Beach airports and just 30 miles southwest of downtown Los Angeles.

Terranea Resort has been meticulously designed to heighten and preserve the natural beauty of its oceanfront backdrop, showcasing a coastal Mediterranean aesthetic with design elements sensitive to the area’s natural environment. Each of the resort’s 582 spacious guest retreats exudes a warm and luxurious feel with comfortable furnishings and private balconies that overlook elegant gardens and breathtaking ocean vistas.


100 Terranea Way
Rancho Palos Verdes, CA

Phone: 301-494-7891

Rate: $320
Online Reservations
Phone Reservations (855) 476-3912 - reference Personal Finance Planning 2019
Cut-Off Date: December 15, 2018

Business Casual

Cancellation Policy

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference System Requirements

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection