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Join the 2026 PFP Symposium, an exclusive gathering of top CPA financial planners and other financial planning professionals. Dive deep into estate, tax, and retirement strategies while engaging in high-level discussions. Led by experts for experts, it is insightful, interactive, and practice-changing!
Wednesday, January 21, 2026 - Friday, January 23, 2026
Charlotte, USA
From USD 1525 - 2125
Join the 2026 PFP Symposium, an exclusive gathering of top CPA financial planners and other financial planning professionals. Dive deep into estate, tax, and retirement strategies while engaging in high-level discussions. Led by experts for experts, it is insightful, interactive, and practice-changing!
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Request a DemoOr start free →AICPA & CIMA Personal Financial Planning Symposium takes place on Wednesday, January 21, 2026 to Friday, January 23, 2026 in Charlotte. All times are in UTC.
Tickets for AICPA & CIMA Personal Financial Planning Symposium start from USD 1525 up to USD 2125.
AICPA & CIMA Personal Financial Planning Symposium takes place at Loews Coronado Bay Resort in Charlotte, USA.
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