(YOUR FIRM’S LETTERHEAD)
FOR IMMEDIATE RELEASE
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<FIRM NAME’S MEMBER LAST NAME> Among Industry Experts Advanced Financial Planning Conference
Example: AICPA’s Cox Among Elite Group at Advanced Financial Planning Conference
LAS VEGAS (DATE) — < FIRST, LAST NAME>, a CPA/PFS financial planner with <FIRM>, recently attended the Advanced Personal Financial Planning Conference, gaining valuable insight on the best practices in wealth management, retirement planning, investment management, tax planning, risk management and technology/practice management. The conference took place in Las Vegas from January 19-21 and was host to some of the world’s foremost experts in the financial planning services industry.
The conference is held annually by the American Institute of Certified Public Accountants exclusively for CPAs and the financial planning community to learn new tools and techniques that can help clients achieve their financial goals; gain the most current information on changes by lawmakers and rule makers that could affect clients’ finances; and network with an elite group of financial planners from around the country to share best practices. This conference — now in its 28th year — drew over 1,300 attendees, speakers and exhibitors. Among the topics covered:
· New Developments in Social Security Planning
· Navigating Medicare and the Affordable Care Act
· Tax-Efficient Investing: How to Increase After Tax Rates of Returns (CFAI)
· Estimating the True Cost of Retirement
· Portfolio Construction and Rebalancing- A 30 Year Time-Tested Approach
· Sophisticated Estate Planning for High Wealth Clients
· Smart Beta in the Factor Zoo
· Best Practices for Implementing New Technology
· Advising Clients Through the Toughest Times of Life
· Generating Tax Alpha With Effective Asset Location
· Increasing Effectiveness in Communicating with Clients
· Safe Withdraw Rates in Retirement & How Do Annuities Fit in the Equation?
· Generating Income & Managing Risk in a Low Yield Environment
· Tax-Preferenced Retirement Savings Strategies for High-Income Individuals
· Blood and Money: Why Families Fight Over Inheritance And What To Do About It
ATTENDEE SHOULD ADD A QUOTE HERE ABOUT WHAT YOU LEARNED, AND/OR HOW YOU’RE EVEN BETTER PREPARED TO HANDLE CLIENTS’ NEEDS AFTER ATTENDING THE CONFERENCE> >
Because of their extensive education, professional ethical standards and unwavering commitment to clients, CPA financial planners rank among the highest echelons of the personal financial planning industry. Attendance at the Advanced Personal Financial Planning Conference shows their dedication to their clients by taking the steps to increase their professional knowledge about strategies for finding new paths to clients’ personal and financial goals.
PLEASE USE THE FOLLOWING PARAGRAPH ONLY IF ATTENDEE IS A PFS CREDENTIAL HOLDER.
MEMBER LAST NAME> and other CPAs who hold the Personal Financial Specialist (PFS) credential have demonstrated—and are committed to—an advanced knowledge to earn and keep the credential. The PFS is available exclusively to CPAs who specialize in personal financial planning. Their knowledge and experience encompass disciplines such as investments, estate planning, risk management, retirement planning and income tax planning.
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