Financial & Retirement Planning

The Financial & Retirement Planning Project Committee develops programs for the Financial & Retirement Planning Conference, which is generally held in November each year and provides an overview of the latest developments in retirement planning and related issues.

The Committee works to identify topics pertinent to the CPA profession, select conference speakers, and represent a variety of member interests and professional practices at the conference, such as tax professionals who are looking for an update on retirement planning issues for themselves or for their clients.