AICPA & CIMA Personal Financial Planning Symposium – Jan 21–23, 2026 (San Diego, CA)
Event: AICPA & CIMA Personal Financial Planning Symposium
Dates: January 21–23, 2026
Location: San Diego, CA, USA
The AICPA & CIMA Personal Financial Planning Symposium is targeted at tax-focused planners and CPA financial advisors who want to integrate deeper personal financial planning into their practices. The agenda usually combines advanced technical sessions on tax, retirement, and estate planning with practice management and client communication topics.
Participants can expect interactive sessions, networking with peers who share a planning-plus-tax orientation, and opportunities to earn continuing education while sharpening both technical and advisory skills.
Visit the official event site for detailed agenda, pricing, and registration information.