CPA/PFS Perspectives Events 


Welcome to the CPA/PFS Perspectives event section of the PFP Learning Library! Click below to access all of our webcast/podcast/video recordings and presentation materials.

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Event Type
Event Name
11/6/2014WebcastAddressing Client Life Insurance Questions in your Practice
Marc Minker
Susan Bruno
Susan Tillery
Leonard Wright
Practice ManagementCPA/PFS Perspectives
6/9/2014WebcastThe Seamless Integration of CPA and RIA Firms
Marc Minker
Randy Abeles
Jonathan Gassman
Steve Levey
Practice ManagementCPA/PFS Perspectives

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