AICPA Personal Financial Planning Symposium 2027

The next AICPA Personal Financial Planning Symposium is Jan 25–27, 2027 at JW Marriott Nashville in Nashville, TN. It's run by AICPA & CIMA.

Upcoming dates

MonJan 25–27, 2027

JW Marriott Nashville · Nashville, TN

WedJan 21–23, 2026

Loews Coronado Bay Resort · Coronado, CA

Three-day symposium for CPA financial planners, including an interactive multi-generational live case study.

Who it's for: CPA financial planners.

WedSep 23 – Nov 18, 2026Happening now

Online

SunOct 25–28, 2026Happening now

The Ritz-Carlton & JW Marriott Grande Lakes · Orlando, FL

WedOct 28–30, 2026

Renaissance Seattle Hotel · Seattle, WA

SunNov 1–4, 2026

Hotel Polaris · Colorado Springs, CO