Personal Financial Planning & CPA/PFS Webcasts 


    Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers and the opportunity to communicate current topics with their clients.  PFP section members, inclusive of PFS credential holders, attend all webcasts FREE without optional CPE. CPE may be purchased for a nominal fee, discounted for PFP/PFS members.

    Missed a webcast? Don’t worry! Access the recording and presentation materials in the PFP webcast library.
     


      Upcoming Events - Free to PFP/PFS Members

    Date/Time

    Title

    Presenter(s)

    April 24, 2014
    1-2:45pm ET
    Tax Power Hour: Annual Tax Season Debrief  
    (Sponsored by Tax Section)
     
    Open Forum
    April 29, 2014
    1-2pm ET
    (Client-oriented)
    Series: Take Charge: Your Money. Your Life.
    2014 Taxes: Start Your Money Plan Here
    Gina Chironis 
    April 30, 2014
    1-2pm ET
    (Rebroadcast)
    Webcast Series: Statement on Standards in PFP Services (SSPFPS)

    Do the New PFP Standards Apply to You?
    Dirk Edwards
    Clark M. Blackman II
    May 2, 2014
    1-2:45pm ET
    Tax Planning in a Five Dimensional Tax System – Taking the Quantum  Leap Forward for Your Clients

    Free (no CPE) | CPE
    Bob Keebler
    May 5, 2014
    1-2:45pm ET
    Proactive Planning After ATRA: Takeaways From Tax Season

    Registration coming soon!
    Lisa Featherngill, Larry, McKoy, Ted Sarenski, Scott Sprinkle 
    May 7, 2014
    1-2pm ET 
    (Rebroadcast)
    Webcast Series: Statement on Standards in PFP Services (SSPFPS)

    Understanding the Requirements of SSPFPS
    Dirk Edwards
    Clark M. Blackman II
    May 8, 2014
    3-4pm ET
    PFP Power Hour: Understanding and Applying the New PFP Standards  Dirk Edwards
    Clark M. Blackman
    May 14, 2014
    1-2pm ET  
    (Rebroadcast)
    Webcast Series: Statement on Standards in PFP Services (SSPFPS)

    Practical Applications of SSPFPS
    Dirk Edwards
    Clark M. Blackman II 
    May 20, 2014
    1-2:45pm ET
    Diversification Measurement

    Registration coming soon!
    Stewart Frank
    May 21, 2014
    1-2pm ET 
    (Rebroadcast) 
    Webcast Series: Statement on Standards in PFP Services (SSPFPS)

    Leveraging SSPFPS to Elevate Your Practice
     
    Dirk Edwards
    Clark M. Blackman II
    June 10, 2014
    1-2:45pm ET
    Retirement Planning and Issues Related to Aging

    Registration coming soon!  
    Jean-Luc Bourdon 
    Ted Sarenski 
    June 18, 2014
    1-2pm ET
    Washington Tax Brief

    Free (no CPE) | CPE
     
    Open Forum
    June 18, 2014
    1-2:45pm ET 
    A Qualitative Approach to the 1040

    Registration coming soon!  
    Michael Kay




    View PFP Webcasts Libraries: Practitioner Seminars and Consumer Series.

    Please send us an email with your suggestions for future webcast topics and presenters.



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