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Conferences
AICPA Personal Financial Planning Summit
Jan. 27–Jan. 29, 2020
|
Palisades West, Austin, TX
| Live online
Conference details

Join your peers dedicated to bringing you the most immersive learning experience for personal financial planning professionals. The AICPA Personal Financial Planning Summit is a gathering place for the best minds in the profession.

The summit offers a unique learning atmosphere, providing a mix of experiences that will foster conversations and new ideas in and out of the meeting suite. Join guided discussions designed to help you get the most out of your experience.

Attendance options
AICPA Personal Financial Planning Summit
Jan 27-Jan 29, 2020
Pricing:
Early Bird rate ends 12/13
AICPA member: $1,195.00
Nonmember: $1,595.00
More details

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.

On-Site/Flex Pass 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: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Ratings and reviews
PRICING SUMMARY
Early bird saving through 12/13
AICPA Personal Financial Planning Summit (In person)
$1,195.00–$1,595.00
$1,695.00
CREDIT INFO
NASBA Field of Study
NONE
Level
Advanced
Prerequisites
Demonstrated expertise in financial planning.
ADVANCE PREPARATION
None

Location & Accommodations

Location:

Building One
6300 Bee Cave Road
Austin, TX 78756

Hotel Information

8212 Barton Club Drive
Austin, TX 78735

Room rate:

Cutoff date:

Hotel phone:

Dress code:

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