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AICPA Personal Financial Planning Symposium

CPA financial planners and PFS holders; 17.5 CPE credits.

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Dates
Jan 25 to Jan 27, 2027
Where
Nashville, TN
Cost
Ticket $1,625 to $2,200. Standard onsite pricing: non-members $2,200; members $1,775; PFP/Tax Section members and PFS credential holders $1,625. Early bird (before Dec 11, 2026) saves $150.
Type
Conference · Paid ticket
Organizer
AICPA & CIMA
Last checked
October 23, 2026 against the event’s own site

Official site and registration

Cheaper ways in: Section member and PFS credential rates; early bird saves $150.

Speaking opportunities

Has sessions, ask how speakers are chosen

Who goes

Roles and segments the organizer or our research tag this event for.

Segments: Wealth and asset management

Roles: financial advisor

The field it serves: Financial Services & Banking

Verified open jobs
about 34,072

Source: NextChapter job data, jobs verified live in the last 7 days.

See the detail →
Typical posted salary
$138,000 a year (middle half $99,000 to $185,000)

Source: NextChapter job data: salary ranges employers posted, midpoint of each range, 1,508 of the newest 5,000 verified open jobs.

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Entry or early-career level
34% of openings

Source: NextChapter job data: level read from the full posting, newest 5,000 verified open jobs.

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Employment, year over year
−1.1% in financial activities, the closest BLS sector

Source: BLS Current Employment Statistics, seasonally adjusted payroll employment, October 2026.

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Full Financial Services & Banking snapshot: jobs, pay, layoffs and conferences

Employers at this conference

Exhibitors, sponsors and speakers we have found on the event’s own lists.

  • Focus Partners Wealth Speaking 2027
  • Keebler and Associates, LLP Speaking 2027
  • L. K. Benson & Company Speaking 2027
  • The Modern Savvy CPA, LLC Speaking 2027

Read from the event’s own pages: events.aicpa-cima.com.

Speakers and sessions

Named on the event’s own program. Titles and organizations are as the event lists them.

Speakers

  • Jeffrey Levine, CPA/PFS, CFP, ChFC, RICP, AIF, CWS, BFA, MSA

    Chief Planning Officer, Focus Partners Wealth

  • Lyle Benson, JR., CPA, PFS, CFP, AEP

    Founder and President, L. K. Benson & Company

  • Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

    Partner, Keebler and Associates, LLP

  • Sherron Permashwar

    CEO/speaker, The Modern Savvy CPA, LLC

Read from the event’s own pages: events.aicpa-cima.com

Industries and functions

Where it is and who it is for

Held in Nashville, TN. Local jobs, employers, layoffs and other conferences nearby are on the place pages.

Past and planned editions

  • 2027: January 25, 2027 to January 27, 2027, Nashville, TN

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