June 17, 2017
Ted was the chair if the AICPA Advanced PFP Conference held as part of the AICPAs ENGAGE in June. Over 900 people attended the PFP section’s conference which was one of six conferences held at the same time. Total attendance for ENGAGE was over 4,000. The AICPA Advanced Personal Financial Planning Conference is known as the best technical PFP conference in the nation as noted by industry experts such as Michael Kitces and Bob Veres.