New Member Benefit: Fox Financial Planning Network
On January 17th from the Advanced PFP Conference, Deborah Fox revealed how you can get access to fully customizable, pre-written workflows for each area of financial planning, training on how to systematically prepare for, deliver and follow up from each client meeting, and resources for learning best practices and staying up-to-date.
Paying for Retirement Healthcare
Written by Jim Sullivan and technically reviewed by the Elder Planning Task Force, this guide is designed by CPAs for CPAs to address Medicare and long-term care issues. More than just the rules, this guide includes timelines, charts, planning tips and responses for common client concerns.
Tax Preparer to Financial Planner Series
Invite your staff or colleagues to this 4-step, 18-part web seminar series covering the necessary steps to transition from tax preparer to financial planner. This series includes a mix of free seminars (without CPE) and seminars available for purchase with CPE, discounted for PFP/PFS and Tax members.
In six segments, this class will help you understand the technical foundation of the personal financial planning discipline and prepare you for the PFS Exam. These six segments will be broadcast live two times between May 29th and June 13th, and archived for future access if you miss a live event.
Receive a credit of $350 to apply toward your future PFS credential dues for referring a new PFS credential holder (awarded after they are approved) or a candidate to sit for the 2012 PFS exam (awarded after they complete the exam).
The guidebook, for professionals who structure, tailor and administer financial and estate plans, explains all the important planning concepts, and examines important techniques used to meet the financial goals of clients.