Retirement & Financial Planning Conference - Webcast

Overview

Retirement and financial planning has become a greater part of the CPA career than ever before, and our conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in retirement and financial planning.

CFP: Pending Approval
CLE-OR: Pending Approval

A special thank you to the members of the Retirement & Financial Planning Project Committee for developing the 2026 conference.

Highlights

More details coming soon!

Designed For

Tax professionals looking for an update on retirement and financial planning issues for themselves or for their clients!

Objectives

This program is designed to provide you with an overview of the latest developments on retirement and financial planning related issues.