Marie Swift to Lead Marketing Workshop at AICPA Personal Financial Planning Summit January 7-9, 2019

Dear Friends and Colleagues,

Join me for an exciting event January 7-9, 2019

Save $100 with PEER19

I would like to personally invite you to join me for this year’s AICPA Personal Financial Planning Summit. I am excited to be participating as a discussion leader in this one-of-a-kind event. To learn more, visit the link here.

​The #AICPApfp Summit has been named 2019's "Best Conference for Advisory Firm Business Owners" by Michael Kitces, Nerd's Eye View.

In my marketing workshop January 8th, I will create an interactive experience where I not only share what I’ve learned working in the trenches with independent financial advisors for 20+ years but I, along with conference-wise-woman Jill Schlesinger will draw out the wisdom in the room. After all, some of the best and brightest in the profession will be attending.

Marie Swift

Jill Schlesinger

Here’s a 15-minute podcast that previews some of what I plan to do during the time we have together:

Listen to Marketing that works: Business-building strategies of highly successful advisers {PFP Section} from American Institute of CPAs - Personal Financial Planning (PFP) with host Lyle Benson and guest Marie Swift.

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Please take a look at the great lineup of topics, and our discussion leaders. PLUS, you can’t beat spending several days at the beautiful seaside of Palos Verdes, CA, January 7-9, 2019!

The Summit brings together leading minds in the personal financial planning sector for 2.5 days of collaboration and growth in a peaceful and luxurious setting. Our venue, Terranea, is located on the Palos Verdes Peninsula, one of Southern California’s most scenic and coveted coastlines overlooking the Pacific Ocean and Catalina Island.

Sessions are designed to bring out your best so that you can walk away refreshed and reenergized to set the tone in your career and organization. Prepare to be challenged to voice your expertise and connect the dots between thoughtful insights and inspired solutions.

I also have a special code for you to save $100 on registration. Be sure to use: PEER19.
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Additionally, through Nov. 30 Nonmembers are eligible for the AICPA member rate.

This offer can only be combined with section and credential discounts. It cannot be combined with any other discounts or incentives; not valid on previous purchases. Not valid on group discounts.

I hope you will join us to take your firm and your professional development to the next level!

Marie Swift, President and CEO
Impact Communications