The American Institute of CPAs and Chartered Institute of Management Accountants just wrapped up its Engage 2020 online event, which featured a track focused on advanced personal financial planning. At the virtual conference, speakers discussed their thoughts on the future of financial planning, as well as best practices and innovative strategies emerging from recent legislation. The AICPA noted in a statement that conversations around the future of financial planning would continue on once a month from Aug. 17 through December at Engage+. See the gallery for comments by eight experts in the Advanced PFP track.
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Michael S. Fischer
Michael S. Fischer is a longtime contributing writer for ThinkAdvisor. He previously reported on trade and intellectual property topics for the Economist Intelligence Unit and covered the hedge fund industry for MARHedge and Reuters News Service.
