Stories from the 2001 AICPA Personal Financial Planning Technical Conference

Some 600 financial planning professionals gathered Jan. 8-10 in San Diego for an annual event, focusing on advanced level planning strategies and technical topics, such as senior executive compensation, divorce and taxes, and charitable giving.

CPA Planners Kick Off New Year in San Diego
While procrastinators may just be winding down from a last minute rush to meet year-end continuing professional education requirements, some 600 CPA financial planners will ring in the New Year by honing their technical skills and getting in some CPE at the American Institute of CPAs Personal Financial Planning Technical conference here.

Social Security Facilitates Client-Consultant Communication
Many financial planners lack the proper knowledge and expertise to best assist their clients with Social Security benefits and are unaware how to use Social Security to facilitate communciation with their clients, says a leading consultant.

Prudent Investing Means Getting to Know the Investment Policy Statement
Financial planners in attendance at the 2001 AICPA Personal Financial Planning Technical Conference in San Diego Jan. 8-10 will have the opportunity to learn how to best represent their clients' investment strategy using an investment policy statement, or IPS.