The Forum for CPA Financial Planning Practitioners

Join us for an exciting in-person event in Melbourne, Florida. This is a unique opportunity for CPA financial planning practitioners to come together, share insights, and network with industry peers. Don’t miss out on engaging discussions, informative sessions, and valuable networking opportunities.

Let us know what you want to discuss and we’ll include it in the agenda.

8 Hours Technical Business CPE

Date and time

October 17 · 12pm – October 18 · 2pm EDT

Location

Eau Gallie Yacht Club
100 Datura Drive
Indian Harbour Beach, FL 32937

Cost

$50 per attendee

Topics

  • Best Practices for Growing a Wealth Advisory Firm – What’s working and what isn’t?
  • What They Want vs What We Offer – Are we listening to our clients?
  • Compliance Update for State and SEC-registered Firms
  • Your Tax Clients – The secret weapon that every non-CPA financial advisor wants
  • Client Accounting and Advisory Services – Do you have a CAAS practice, and how do you manage it?

Agenda

Thursday, October 17th, 2024

  • Noon – Buffet Lunch at the Yacht Club
  • 1pm – 5pm – Practitioners Round Table and Presentations
  • Group dinner, location TBD

Friday, October 18th, 2024

  • 8AM – Continental breakfast
  • 8AM – Noon – Practitioners Round Table and Presentations
  • Noon – Buffet Lunch
  • 1-2PM – Closing remarks