This week I attended the AICPA’s annual Advanced Personal Financial Planning Conference (#AICPAPFP). The conference is in Las Vegas, but I attended virtually. A huge “thank you” to the AICPA for offering the virtual option. I would love to see more conferences offer an online option (i.e. Morningstar’s annual Investment Conference).

This conference was, by far, the best I’ve attended in quite some time. Michael Kitces promotes it as one of the 8 best conferences for financial advisors, and the best conference for technical content. I couldn’t agree more. If you want to learn and improve your skills as an advisor, you will want to put this on the calendar for next year.
Save the date: January 19-21, 2015 at the Bellagio in Las Vegas.

Over the next few weeks I will be blogging my notes from the sessions I attended. Stay tuned to this page for link’s to all my notes.

Sessions I Attended Live:

  • The Weight of the World Economy: Investment Outlook – Rebecca Patterson
  • Leaders Eat Last: Why Some Teams Come Together and Others Don’t – Simon Sinek
  • Manager Selection and Due Diligence – Stephen Horan
  • Social Media – Amy McIlwain
  • Breaking Barriers to Increase Business – Bill Grimes
  • Conversations on the Edge of Retirement – James Shambo & Bob Veres
  • Fixing Your Investment Committee – Tom Brakke
  • Opportunities of the Present, Crises of the Future – Peter Zeihan
  • The Effect of Attention, Emotions and Biases on Investment Decisions – Terrence Odean
  • Global Stock Market Valuation – Mebane Faber
  • Retirement Income Strategies – David Blanchett
  • The Six Dimensions of Excellent Client Service – Julie Littlechild
  • Best Planning Ideas Panel – Lyle Benson, Stephen Akers, Robert Keebler & Michael Kitces
  • Data Gathering: An Inside-Out Approach – Michael Kay
  • Political Update: View on Washington – Greg Valliere
  • Update 2014: Advanced Income and Estate Tax Strategies for the Mass Affluent – Michael Kitces
  • Think, Act and Invest Like Warren Buffett – Larry Swedroe

Question: What conferences do you attend? Please leave your favorites in the comments.