Only 31% of American families have created a comprehensive financial plan.
As a CPA, you know that a comprehensive financial plan can benefit families of all income levels. However, the 2012 Household Financial Planning Survey revealed that most Americans have not embraced the idea, and the same is true for the short term – only 35% of them have a plan to save for emergencies. Can you provide them with tools to protect and grow their financial future?1
The 2013 FICPA Tax & Financial Planning Conference adapts your skills to the latest legislation and offers knowledge on international estate planning, handling the IRS appeal, sophisticated investment vehicles, health savings accounts, social media and more. Use the skills you learn here to strengthen your services and increase your client base.
1Source: 2012 Household Financial Planning Survey by the Consumer Federation of America.
The Tax & Financial Planning Conference qualifies for up to 16 hours of CPE credit, subject to approval by the Department of Business and Professional Regulation. The type of credit depends on concurrent track chosen. CLE Credit to be awarded by The Florida Bar. The number of credit hours is to be determined.
The FICPA will be seeking CFP® and Insurance credit approval for certain content. Please check this website for future updates on the credit approval process.
Conference materials are available electronically as PDFs, making them easily available to view on your personal tablet or e-reader. Download the materials in advance and enjoy the convenience of going paperless. Electronic materials will be emailed 7 days before the conference.
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