• Hotel Information
• Schedule at a Glance
• Registration Information
• 4 Easy Ways to Register

TSCPA has designed a conference recognizing the need for specific information and training directed toward professionals involved in personal financial planning for clients. The conference will feature speakers known both locally and nationally for their expertise in the personal financial planning industry.

Conference Highlights:

• Research and Portfolio Design, Construction and Management topics
• Increasing Tax Efficiency of Investments
• Moss Adams Survey - Executive Summary Overview
• Asset Allocation and Diversification
• Investment Advice
• Marketing and Business Development

Course Level: Update
TSBA Subject Code: M
CPE Credit: 8 hours

Hotel Information:

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Schedule at a Glance

Coming soon...

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Registration Information

Enroll soon because space is limited. Register by Oct. 15 to pay the discounted registration fee. Registrations must be received seven days prior to the event in order to guarantee a seat and course materials. Allow approximately one week for receipt of confirmation.

Cancellations and Substitutions: Cancellations received by Oct. 22 will be assessed a $30 administrative fee. Cancellations received between Oct. 23 and Oct. 29 will be subject to a cancellation fee of 50 percent of the program fee. No refunds are given on or after the date of the program. A $30 administrative fee will be assessed for all substitutions and transfers. Registrants may substitute another individual up to the day before the conference. TSCPA must be notified in advance to ensure proper CPE and CFP credit.

Registration Fee Includes: conference, session highlights, continental breakfast, lunch and refreshment breaks

Suggested Dress: business casual.

TSCPA provides you with a Proof of Attendance that serves as your permanent record of participation. The Proof of Attendance, noting the credits earned, will be e-mailed within two weeks of the program.

Certified Financial Planners/CE Credit: TSCPA is applying for approval by the Certified Financial Planner Board of Standards to offer courses for Continuing Education (CE) Credit. If you are a Certified Financial Planner and would like to receive CFP/CE Credit for courses you attend, you must advise the TSCPA in advance of attending the course.

If you have special needs under the Americans with Disabilities Act, please attach a written description or call the society office at 615/377-3825 or 1-800/762-0272.

4 Easy Ways to Register

By Internet
Online registration

By Fax
615/309-8054 or 615/377-3904

By Mail
Mail completed registration form and payment to:
Educational & Memorial Foundation of TSCPA
201 Powell Place, Brentwood, TN 37027

By Phone
1-800/762-0272 or 615/377-3825

This conference is presented by The Educational & Memorial Foundation of the Tennessee Society of Certified Public Accountants and the Personal Financial Planning Committee.