Our web seminars 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 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.
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Upcoming Events Free to PFP/PFS Members
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May 28, 2013
1:00-2:45pm ET |
Personal Financial Planning and Tax Considerations around Obama’s Budget Proposal
Presenters: Bob Keebler, Steve Oshins, and Ted Sarenski |
June 4, 2013
1:00-2:45pm ET |
CPA/PFS Perspectives: Growing Your Tax and PFP Business in Your Local Market
Presenters: Marc Minker, Jimmy Williams, Amy Sonstein, Marshall Gunn, Janet Williams-Reyes |
June 4, 2013
1:00-2:00p.m. ET |
2013 Tax Planning With the New Tax Law - Avoiding Unintented Consequences
Presenters: Donald Zidik and Karl Fava
(Rebroadcast on June 17)
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June 6, 2013
4:00-5:15p.m. ET |
Advising and Communicating with Clients in the Current Market and Interest Rate Environments
Presenters: Lyle Benson, Jean-Luc Bourdon, Michael Goodman, Joan Malloy, and Scott Sprinkle |
June 12, 2013
1:00-2:45pm ET |
Medicare Surtax and Its Impact on Estates and Trusts Under the New Law
Presenters: Bob Keebler and Jere Doyle
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June 19, 2013
1:00-2:30pm ET |
Advertising and SEC Examinations: What CPA Financial Planners Need to Know
Presenter: Ellen Bruno
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June 25, 2013
1:00-2:45pm ET |
Investment Tax Planning: What CPA Financial Planners Need to Know to Advise Individual Clients
Presenter: Bob Keebler
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July 10, 2013
1:00-2:00pm ET |
Should You Trust a Trust as an IRA Beneficiary?
Presenter: Mary Kay Foss
Registration coming soon! |
July 17, 2013
1:00-2:00pm ET |
Impact of the New 3.8% Tax on Net Investment Income on Individuals and Pass-Through Entities
Presenter: Carolyn Turnbull
Registration coming soon! |
August 6, 2013
1:00-2:45pm ET |
Defend Your Business Against Hacking, Phishing, and Spoofing Attacks
Presenter: Bill Winterberg |
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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.