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Personal Financial Planning Symposium 2027
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AICPA Personal Financial Planning Symposium

Jan. 25–27, 2027 | JW Marriott Nashville, Nashville, TN


Register now



 

Advanced planning. Peer insight. Future-ready.

 

The 2027 PFP Symposium is where top CPA financial planners and other professional financial professionals gather to take their expertise to the next level. Join industry thought leaders for deep discussions on both advanced technical and insightful soft topics.


Explore the latest strategies to solve your client’s challenging issues and beyond — navigating leadership, succession, client relationships, business growth, and work-life balance.



 

Sessions tailored to your professional needs

Participate in interactive sessions, gain insights from experts, and connect with peers who are shaping the future of financial planning. Whether you’re looking to refine your practice, expand your network, or explore emerging trends, this event delivers the tools and inspiration you need.



 

Make lasting connections

From dynamic discussions to networking opportunities, the PFP Symposium is more than a conference — it’s an immersive experience designed to help you thrive in today’s evolving financial landscape.



 

Explore Nashville

When the sessions wrap, Nashville keeps the energy going. From iconic spots like the Country Music Hall of Fame and the historic Ryman Auditorium to a dynamic food scene filled with standout restaurants, craft cocktails, and Southern favorites, the city offers plenty of ways to connect, unwind, and make the most of your time outside the main event.



 

Highlights from the 2026 PFP Symposium
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Who should attend:

Current and future firm leaders and decision-makers
Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
Practitioners who provide tax, retirement, estate, investment or risk management planning services

 

Early bird savings

 

Register before Dec. 11, 2026, and save $150! Early bird savings will be shown in your shopping cart.

 

Don't miss out



REGISTER NOW

 

 

 

2027 registration now open!

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