YOUR FIRM’S LETTERHEAD

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FIRM NAME’S MEMBER LAST NAME Refines Skills at 2017 AICPA Advanced PFPConference

Conference Filled with Top Quality Technical Content

Insert City (Insert Date) – INSERT FULL NAME, a CPA/PFS financial planner with INSERT FIRM NAMErecently attended the AICPA Advanced Personal Financial Planning Conference in Las Vegas. The conference included in-depth technical education sessions and panel discussions offering valuable insight and best practices in retirement planning, investment management, tax planning and wealth management, among other topics.

The conference, held annually by the American Institute of CPAs, is one of the largest and most highly regarded financial planning conferencesfeaturing the professions most technically advanced content. Financial planning professionals - including CPAs, PFS credential holders; CFPs; CFAs; CIMAs; tax and estate planning attorneys - from across the country gathered to learn new tools and techniques and hear updates fromhigh-level speakers on changes by lawmakers and rule makers that could impact their clients’ finances.

Among the topics covered:

  • ATTENDEE SHOULD INSERT SESSIONS HERE THAT THEY FOUND BENEFICIAL – EXAMPLES INCLUDED BELOW.
  • The Future of Financial Planning in The Digital Age
  • Preventing Behavioral Biases from Sabotaging Long-Term Objectives
  • The Best 10 Estate Planning Ideas Today
  • Retirement: Accumulation and Withdrawal Phases - the Latest Research

ATTENDEE SHOULD ADD A QUOTE HERE ABOUT WHAT THEY LEARNED, AND/OR HOW THEY’RE EVEN BETTER PREPARED TO HANDLE CLIENTS’ NEEDS AFTER ATTENDING THE CONFERENCE.

With their extensive education, professional ethical standards and unwavering commitment to clients, CPA financial planners embody the trusted advisor role. With in-depth technical sessions on best practices hosted by esteemed thought leaders from throughout the profession, attendeesof the Advanced Personal Financial Planning Conference emerged better equipped to help their clients navigate shifts and changes in the global economy.

Please use the following paragraph ONLY IF attendee isa PFS credential holder.

ATTENDEELAST 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 estate planning, income tax planning, retirement planning, risk management, and investments and the impact decisions in one area can have on the entire financial plan.

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