LAS VEGAS (January 19, 2011) — Jon Sonnen, CPA/PFS with Lauterbach Financial Advisors, gained enhanced education on investments, insurance, tax, estate, retirement and elder planning from some of the world’s foremost experts on those issues at the Advanced Personal Financial Planning Conference held January 9-12 in Las Vegas.
The conference is held annually by the American Institute of Certified Public Accountants exclusively for CPA personal financial planners to learn new tools and techniques that can help clients achieve their financial goals; gain up-to-the minute information on changes by lawmakers and rule makers that could affect clients’ finances; and network with an elite group of financial planners from around the country to share best practices. This conference — which marked the 25th anniversary of the AICPA serving CPAs in personal financial planning — drew 770 attendees, speakers and exhibitors. Among the topics:
- Social Security: Strategies for Optimizing Your Clients’ Benefits
- Managing Fixed Income in a Rising Rate Environment
- Creating the Family’s Crisis Management/Response Plan
- Tax Efficient Portfolio Optimization
“CPA financial planners, because of their extensive education, professional ethical standards and unwavering commitment to clients, already rank among the highest echelons of the personal financial planning industry,” said Michael Goodman, CPA/PFS, chairman of this year’s conference. “Those like Jon who attend the advanced personal financial planning conference take their skills to another level, adding knowledge that translates into even more value for clients and new paths to their personal and financial goals.”
Indeed, Sonnen and other personal financial specialists must demonstrate – and commit to – advanced knowledge to earn the PFS designation. The PFS credential is available exclusively to CPAs who specialize in personal financial planning and are members in good standing with the AICPA. Their knowledge and experience encompass disciplines such as investments, estate planning, risk management, retirement planning and personal income tax planning.
“The materials from this conference, along with other courses we have taken at Lauterbach will allow us to better serve our clients in view of all the changes in regulation in taxes and estate planning taking place this year”, said Jon Sonnen, Vice President of Lauterbach Financial Advisors.