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.

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



      Upcoming Events - Free to PFP/PFS Members

    Date/Time

    Title

    Presenter(s)

    August 13, 2014
    1-2:45pm ET  
    The CPA’s Guide to Financial and Estate Planning
    Part 1: Charitable Giving: The Latest Trends and Strategies

    Free (no CPE) | CPE
    Steve Siegel, JD, LLM
    August 15, 2014
    1-2:45pm ET
    Trusts, Section 469 & Section 1411: Material Participation After Frank Aragona Trust

    Free (no CPE) | CPE
    Bob Keebler
    David Kirk 
    August 27, 2014
    3-5pm ET
    Planning for Large IRAs

    Registration coming soon!
    Bob Keebler
    August 28, 2014
    1-2pm ET
    Be in Demand: Building a Career as a CPA Personal Financial Planner

    Free (no CPE) | CPE
    Richard Joyner
    September 3, 2014
    1-2:45pm ET  
    The CPA’s Guide to Financial and Estate Planning
    Part 2: Key Income Tax Planning Strategies for the Mass Affluent 

    Free (no CPE) | CPE
    Steve Siegel, JD, LLM
    September 23, 2014
    1-2:45pm ET
    Investment Tax Planning – Creating Tax Alpha

    Registration coming soon!
    Chris Benson
    Bob Keebler
    Scott Sprinkle
    October 17, 2014
    1-2:45pm ET  
    The CPA’s Guide to Financial and Estate Planning
    Part 3: Integrated Personal Financial Planning for Business Owners

    Free (no CPE) | CPE
    Steve Siegel, JD, LLM 
    October 21, 2014
    1-2:45pm ET
    How CPAs can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth 

    Registration coming soon!
    Martin Shenkman 
    November 5, 2014
    1-2:45pm ET
    The CPA’s Guide to Financial and Estate Planning
    Part 4: Essential Post-Mortem Planning Decisions

    Free (no CPE) | CPE
    Steve Siegel, JD, LLM




    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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