Retirement Planning

Retirement Planning 

The CPA's Guide to Practical Retirement Planning

The CPA’s Guide to Practical Retirement Planning provides a comprehensive look at the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life). The author, Jim Shambo, raises and answers anticipated reader questions, making the guide very readable and practical.

The 2016 update includes and update to the LGBT section as well as additional sections on the new myRA and ABLE accounts. Members will benefit from the author’s practical insights combined with those of other thought leaders, allowing CPAs and their clients to implement a successful retirement plan that meets their clients’ goals and dreams.

PFP/PFS members
Download the entire guide or access it in the PFP Collection in the Online Professional Library.  


  • Virtual:
    • Upcoming Webcasts (PFP/PFS members receive 4 complimentary CPE accredited PFP Section-sponsored webcasts on an annual basis and discounts on all other CPE-accredited PFP Section-sponsored webcasts available for purchase)
    • Retirement Planning Events Library (free to PFP/PFS members without CPE)
    • PFP Boot Camp: Review the entire PFP Body of Knowledge in one course that is offered as an online class at least twice a year. 
  • Self-Study:
  • In-Person:
    • Advanced PFP Conference: our top rated annual conference discounted for PFP/PFS members
    • PFP Boot Camp: Review the entire PFP Body of Knowledge in one course that is offered in person twice a year .
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