IMCA is partnering with the American Institute of Certified Public Accountants (AICPA) to power the investment management track at the upcoming AICPA Advanced Personal Financial Planning Conference in Lake Buena Vista, FL.

Program: AICPA Advanced Personal Financial Planning Conference

Dates: January 18–20, 2010

Location: Disney’s Contemporary Resort, Lake Buena Vista (Orlando), FL

Continuing Education (CE) Credits*: Up to 35.5 total hours (includes pre- and post-conference offerings) may be earned at the conference. This includes a maximum of 10 hours of IMCA-sponsored CE through the Investment Management track and optional pre-conference workshop.

Program Information
This comprehensive program provides key updates, advanced strategies, best practices, and innovative ideas to meet the needs of your clients in an ever-changing environment. Session topics cover: how to build, grow, and structure a practice; how to expand your knowledge in niches such as retirement planning and wealth management; advice on advanced financial planning subjects; and updates on technical issues. To view the full lineup of sessions download the conference brochure or visit the AICPA Web site.

Registration Information
AICPA is offering $200 off regular registration packages for IMCA members (not available in conjunction with AICPA member rates). To receive the discount, a special promotional code (IMCA10) can be entered using the conference print or online registration forms. To register online click here. (Note: all registrations for this conference must be submitted to AICPA. When registering online, you may enter the special IMCA10 promotional code in the “Discounts” section after clicking the “Proceed to Checkout” button.)

*CIMA^®/CIMC^® and CPWA^® CE Credits 
A total of 35.5 CE hours will be granted for attending this conference and any pre- or post-conference offerings. Of the available 35.5, a maximum of 10 IMCA-sponsored CE credits will be available by attending individual sessions within the Investment Management track (indicated by the initials "IM" in the conference brochure), and the IMCA-sponsored pre-conference workshop.