Robert Hillberg, Certified Public Accountant (CPA)/Personal Financial Specialist (PFS), gained enhanced education on investments, tax, estate, and retirement planning from some of the foremost experts on those issues at the 2011 Advanced Personal Financial Planning Conference held 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 were:
– Managing Fixed Income in a Rising Rate Environment
– Global Investing
– 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 Robert, 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, Hillberg 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.
“It is great to have the opportunity to learn what some of the best minds in economics and investing are discovering about investor behavior and trends in the economy,” said Robert Hillberg. “Developing good financial plans in these times requires the confidence that comes from knowing you have the best information and training available.”
About Hillberg & Co. CPAs
Hillberg & Co. CPAs (www.hillbergcpa.com) serves businesses and individuals throughout the Central Valley area. The firm provides audit, accounting, tax and financial planning services with specialties in agricultural, construction, and comprehensive financial planning.
About AICPA
The American Institute of Certified Public Accountants (www.aicpa.org) is the world’s largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
