---
type: "event"
title: "AICPA Personal Financial Planning Symposium 2027, Jan 25-27"
description: "Jan 25-27, 2027, JW Marriott Nashville. AICPA's dedicated personal financial planning event for CPA planners and PFS credential holders. Covers retirement."
resource: "https://accounting.events/events/aicpa-personal-financial-planning-symposium/"
tags: ["event", "Specialist topics", "United States", "2027"]
timestamp: "2026-09-03"
---

# AICPA Personal Financial Planning Symposium 2027

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.

- **When:** Jan 25-27, 2027 (dates published)
- **Where:** JW Marriott Nashville · Nashville, Tennessee · United States
- **Organiser:** AICPA & CIMA
- **Format:** In person
- **Type:** Specialist topics
- **CPE:** 17.5
- **Price:** $1,625 USD
- **Official site:** https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-symposium

## 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.

Source: https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-symposium (checked 2026-08-31)