Accounting Events

AICPA Personal Financial Planning Symposium 2026

Jan 21–23, 2026

Loews Coronado Bay Resort · Coronado, CA

This event has ended. The next edition is AICPA Personal Financial Planning Symposium 2027, Jan 25–27, 2027.

AICPA's annual symposium for CPA financial planners covering tax, estate, retirement and wealth planning topics.

Who it's for: CPA financial planners and PFS credential holders.

Quick answers

When is AICPA Personal Financial Planning Symposium 2026?
AICPA Personal Financial Planning Symposium 2026 ran from Wed, Jan 21–23, 2026 (3 days).
Where is AICPA Personal Financial Planning Symposium 2026?
It's held at Loews Coronado Bay Resort in Coronado, CA.
Does AICPA Personal Financial Planning Symposium 2026 offer CPE credit?
Yes. Check the organizer's site for the number of credits and the fields of study.
Who runs AICPA Personal Financial Planning Symposium 2026?
AICPA & CIMA. Registration and the agenda are on the official site.
When is the next AICPA Personal Financial Planning Symposium?
AICPA Personal Financial Planning Symposium 2027 is Jan 25–27, 2027 in Nashville, TN.

All AICPA Personal Financial Planning Symposium dates →

Other AICPA Personal Financial Planning Symposium dates