Specialist topics · In person · United States

AICPA Personal Financial Planning Symposium 2027

Name: AICPA Personal Financial Planning Symposium 2027
Start: 2027-01-25
End: 2027-01-27
Location: JW Marriott Nashville

AICPA Personal Financial Planning Symposium 2027 runs Jan 25-27, 2027 at JW Marriott Nashville in Nashville, Tennessee, with tickets from $1,625 USD.

AICPA's dedicated personal financial planning event for CPA planners and PFS credential holders. Covers retirement, estate, tax and investment planning.

Jan 25-27, 2027

Dates publishedin 144 days

Published by the organizer. Checked 31 August 2026.

Who it is for

For CPAs, financial planners, PFS credential holders and wealth advisers. Sessions cover personal financial planning, retirement, estate planning, tax planning and investments.

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Where this came from. Read from aicpa-cima.com, checked 31 August 2026. Something wrong? Tell us.