Personal Financial Planning Summit

Personal Financial Planning Summit 2024

Dimensional Funds Headquarters & Hotel Van Zandt
January 15-18, 2024 | Austin, TX

The 6th annual AICPA & CIMA Personal Financial Planning Summit will be held January 15 – 18, 2024 in Austin, TX.

This event has matured into a much-anticipated time for CPA and other financial planners who are leaders or future leaders in their firms to gather on topics that will help them make decisions for their firms and their careers.

We have a proven track record of speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require. PFP Summit will focus on topics like developing better and deeper client relationships, succession topics, employee development and firm culture, next generation changes on clients and staff, growing your business the way, YOU want, balancing your own life goals with that of your business, and more.

The 2024 PFP Summit has something for everyone whether catching up with old friends, making new contacts, networking at receptions and over meals, engaging in interactive discussion during the sessions.

Join us in Austin, TX, meeting again at the Dimensional Funds headquarter and staying in the beautiful Hotel Van Zandt in downtown Austin. Start the new year off right!

AICPA Member $1,425
PFP/PFS/Tax Section $1,325
Non-Member $1,625
Guest $175

Register Now