AICPA Personal Financial Planning Symposium 2027

The symposium takes place at JW Marriott Nashville in Nashville, Tennessee.

The audience includes CPA financial planners, other professional financial planners, tax professionals serving individuals, firm leaders, and practitioners in tax, retirement, estate, investment, or risk management planning.

It is most useful for CPA financial planners and firm leaders who already do tax, retirement, estate and investment planning for individuals and want advanced technical discussion with peers, since the program is pitched at experienced practitioners in that niche. Tax preparers who only occasionally touch planning work, or people new to the field, would likely find the level higher than they need, and the facts give no detail on credits or program tracks to weigh against the cost.

Accountants and financial planners at a hotel conference such as one at the JW Marriott Nashville usually wear business casual, with jackets common for sessions and dinners.