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 webcasts for FREE without optional CPE, except for advanced series as noted below. CPE may be purchased for a nominal fee, discounted for PFP/PFS members.

    Save more on CPE and get unlimited access to these and 500+ webcasts with the AICPA Annual Webcast Pass. PFP/PFS members receive additional savings off the discounted AICPA member price.


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

    If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org.


      Upcoming Events - Free to PFP/PFS members except for discounted premium content marked with an (*) 

    Date/Time

    Title

    Presenter(s)

    Feb 5, 2015
    2-3:45pm ET
    First Quarter Sophisticated Tax and Investment Planning Strategies

    Free (no CPE) | CPE
    Bob Keebler
    Bob Gordon
    April 23, 2015
    1-2:45pm ET
    Tax Power Hour: Annual Tax Season Debrief

    Free (no CPE)
    Town Hall Format
    May 14, 2015
    1-2:45pm ET
    Decanting: Understanding the Income, Gift, Estate and GSTT Aspects


    Registration coming soon!
    TBD



    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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