Our Web seminars give PFP Section Members and PFS Credential Holders the opportunity to learn about timely issues as well as interact with their fellow peers and the opportunity to communicate current topics with their clients. PFP Section members, inclusive of PFS Credential Holders, attend all Web seminars FREE without optional CPE. CPE may be purchased for a nominal fee, discounted for PFP/PFS members.
Missed a web seminar? Don’t worry! Access the recording and presentation materials in the
PFP web seminar library.
Available for purchase, we are offering the broadcast of all 6 sessions recorded at the January 2012 live
PFS review class. Step 3 and 4 of the series: From Tax Preparer to Financial Planner: The Road Best Traveled is also available for purchase for a discounted price with CPE.
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Upcoming Events Free to PFP/PFS Members
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May 29, 2012
1:00-2:30pm ET |
Series: Proactive Planning in Preparation for 2013
Investment Strategies in Preparation for 2013
Speakers: Robert Keebler and Scott Sprinkle
Register now! |
May 30, 2012
1:00-2:30pm ET |
Dealing with the Inevitable: Social Security and Medicare
Speakers: Ted Sarenski and Jim Sullivan
Register now! |
May 31, 2012
3:00-4:00pm ET |
AICPA PFP Power Hour
Speakers: Clark Blackman, Lisa Featherngill and AICPA PFP Staff
Register now! |
June 14, 2012
1:00-2:30pm ET |
Helping Clients Assess and Improve Their Financial Life
Speakers: Less Antman and Jean Luc-Bourdon
Register now! |
July 19, 2012
1:00-2:30pm ET |
CPA/PFS Perspective Series - topic to be announced
Save the date! |
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Upcoming Events - Available for Purchase
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May 28, 29, and June 5, 6, 12, and 13, 2012
10:00am and 2:30pm ET
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PFS Exam Review Web Class
Broadcast of all 6 sessions of the recorded January 2012 review class
with experts live online to answer questions. Each session shown twice for CPE and archived for reference after the broadcast.
Other PFS exam review options
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June 13, 2012
2:00-4:00pm ET |
Series: From Tax Preparer to Financial Planner: The Road Best Traveled
Step 3 Overview: Expand Your Financial Planning through Your Client’s Tax Return: Moving from Tax Planning to Holistic Financial Planning
(Note that 5 sub-topics will be held on June 19, 21, 27, 28 and July 10)
Speakers: Lyle Benson, Ted Sarenski and Susan Tillery
Register now! |
July 12, 2012
1:00-3:00pm ET |
Series: From Tax Preparer to Financial Planner: The Road Best Traveled
Step 4 Overview: Implementing a PFP Practice: Step by Step Plans for Success
(Note that 4 sub-topics will be held on July 17, 18, 24 and 25)
Speakers: Lyle Benson, Steve Levey, Ted Sarenski, Scott Sprinkle, Susan Tillery and Jimmy Williams
Register now! |
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View PFP Web Seminar Libraries: Practitioner Seminars and Consumer Series.
Please send us an email with your suggestions for future Web seminar topics and presenters.