CPE + Events Catalog

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. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. CFP: Pending ApprovalCLE-OR: Pending Approval A special thank you to the members of the Retirement & Financial Planning Project Committee for developing the 2026 conference.

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 ApprovalCLE-OR: Pending Approval A special thank you to the members of the Retirement & Financial Planning Project Committee for developing the 2026 conference.