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)

    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
    Planning in a Five Dimensional Tax System – Taking the Quantum  Leap Forward for Your Clients

    Free (no CPE) | CPE
    Bob Keebler
    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 19, 2014
    1-2:45pm ET
    Proactive Planning After ATRA: Takeaways From Tax Season

    Registration coming soon!
    Susan Bruno,
    Lisa Featherngill,
    Larry McKoy
    May 20, 2014
    1-2:45pm ET
    Diversification Measurement

    Free (no CPE) | CPE
    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
    May 28, 2014
    3-5pm ET
    Advanced PFP Series: Venn Diagrams: Meet Me at the Intersection of Estate and Income Tax

    Registration coming soon! This advanced event is for fee only with discounted CPE available to PFP/PFS members.
    Paul Lee
    June 9, 2014
    1-2:45pm ET
    CPA/PFS Perspectives: The Seamless Integration of CPA and RIA Firms

    Registration coming soon!
    Marc Minker, Randy Abeles, Jonathan Gassman, and Steve Levey
    June 10, 2014
    1-2:45pm ET
    Retirement Planning and Issues Related to Aging

    Registration coming soon!  
    Jean-Luc Bourdon 
    Ted Sarenski 
    June 11, 2014
    1-2:45pm ET
    The Mathematics of Portability

    Registration coming soon!  
    Bob Keebler 
    June 18, 2014
    1-2pm ET
    Washington Tax Brief

    Free (no CPE) | CPE
    Ed Karl
    Melissa Labant
    June 18, 2014
    1-2:45pm ET 
    A Qualitative Approach to the 1040

    Registration coming soon!  
    Michael Kay
    July 8, 2014
    1-2:45pm ET
    Advanced Financial Planning Strategies Using Roth IRAs

    Registration coming soon!
    Bob Keebler 
    July 24, 2014
    1-2:40pm ET 
    Advanced Tax Quarterly: Leading Practices for Structuring the Family Office
    (Sponsored by Tax Section)
    Open Forum 




    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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