The AICPA’s 2024 Engage Conference is right around the corner and is one of the premier personal financial planning events each year. Scheduled to take place from June 2- 6 in Las Vegas, this conference is the premier gathering for CPAs, financial planners, and business advisors. With a focus on personal financial planning, attendees can expect a wealth of knowledge and networking opportunities to help them stay ahead in an ever-evolving industry.

Key Themes in Personal Financial Planning Track

1. Holistic Financial Wellness:

One of the standout themes this year is the emphasis on holistic financial wellness. As financial planners, understanding the interconnectedness of various financial aspects—such as investments, retirement planning, estate planning, and tax strategies—is crucial. Sessions will explore how to create comprehensive financial plans that cater to the unique needs of clients.

2. Technology and Innovation:

The role of technology in personal financial planning cannot be overstated. From AI-driven financial advice to blockchain applications, the Engage Conference will delve into how emerging technologies are transforming the landscape. Expect discussions on leveraging tech tools to enhance client engagement and improve the accuracy of financial forecasts.

3. Behavioral Finance:

Understanding the psychology behind financial decisions is essential for effective planning. Engage 2024 will feature sessions on behavioral finance, offering insights into how clients’ emotions and biases affect their financial choices. Learning how to navigate these psychological factors can help planners guide clients toward more rational financial decisions.

4. Regulatory Updates and Compliance:

Staying up-to-date with regulatory changes is vital for any financial planner. The conference will provide updates on the latest legislative and regulatory changes affecting personal financial planning, ensuring that attendees are well-equipped to advise their clients in compliance with current laws.

The conference facilitates connections between peers, mentors, and potential business partners. Networking events, including a welcome reception and various breakout sessions, offer the chance to exchange ideas and build professional relationships. Additionally, the conference provides numerous opportunities for professional development. Attendees can earn continuing professional education (CPE) credits, ensuring they remain at the top of their field while expanding their knowledge base.

The AICPA’s 2024 Engage Conference offers an unparalleled opportunity for personal financial planners to gain insights, stay current with industry trends, and expand their professional networks. By focusing on key areas such as holistic financial wellness, technology, behavioral finance, and regulatory updates, the conference promises to equip attendees with the tools and knowledge needed to excel in their practice.

Tax laws directly impact an individual’s personal financial plan. At Paraklete® Financial we work with CPA’s as part of our client’s collaborative team of advisers. The collaborative team is essential to the personal financial planning process. For more information, please visit us at

The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.

You are leaving our site. Proceed to