AICPA & CIMA Personal Financial Planning Summit

Conference Details

The 2025 PFP Summit won’t disappoint. After 6 years in the western and central US, broken up by 2 virtual years, we have come to the east coast in the Queen City of NC. We have speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require.

The PFP Summit focuses on topics like leadership, succession, the next generation, building opportunity, company culture, client communication and relationships, marketing and business development, balancing life and work, and more. We have something for everyone whether catching up with old friends, making new contacts, networking at receptions and over meals, or engaging in interactive discussion during the sessions.

Who should attend:

• Current and future firm leaders and decision-makers
• Tax professionals who serve individual clients
• CPA financial planners and other professional financial planners
• Practitioners who provide tax, retirement, estate, investment or risk management planning services

Agenda

View the agenda with speakers, topics, and networking events.

Exhibit & Sponsor Opportunities

Exhibitors and sponsors have the opportunity to make solid contacts, build long-lasting relationships and generate qualified sales leads with financial planning leaders.

Download Prospectus.

Contact us at SPEXevents@hq.cpa.com

Location

Charlotte, North Carolina

Dimensional Funds Advisors Charlotte
1515 S Tryon St.
Charlotte, NC 28203

Accommodations
JW Marriott Charlotte
600 South College Street
Charlotte, NC 28202
(Bus transportation between hotel and meeting location)