CPE & Events

    PFP Webcast Library 

    Welcome to the webcast library! Click on any of the topics below to access related webcast recordings and presentation materials. As a PFP Section member benefit, you have unlimited access to all of the webcast recordings and presentation materials. If you are not yet a member, click here to join.

    Click here to see our upcoming webcasts or our consumer-oriented webcasts

    View our PFP Power Hour Update library.

    Recent Events

    12/16/14 CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    12/4/14 Investment Tax Planning – Creating TAX ALPHA™
    12/3/14 The Most Common Estate Planning Mistakes – and How to Avoid Them
    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession
    11/12/14 CPA Financial Planning Thought Leadership: Investment Planning

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    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on December 18, 2014

    CPA/PFS Perspectives Webcast Series

    Webcast This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice.
    Published on December 18, 2014

    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Presentation In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession.
    Published on December 17, 2014

    CPA Financial Planning Thought Leadership Investment Planning

    Presentation In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy andrisks.
    Published on December 17, 2014

    CPA/PFS Perspectives On the Next Generation of CPA Financial Planners

    Presentation A panel of young and emerging CPA/PFS credential holders discuss how you take your career as a CPA personal financial planner to the next level.
    Published on December 17, 2014

    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Webcast In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession.
    Published on December 15, 2014

    A Dozen Dynamics of Investment Planning

    Article Lyle Benson recaps the key planning issues, opportunities and ideas from a recent webcast on investment planning hosted by CPA financial planners.
    Published on December 15, 2014

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks.
    Published on December 15, 2014

    2014 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library

    Presentation Webcast series on the road best traveled from tax preparer to financial planner.
    Published on December 15, 2014

    CPA Financial Planning Thought Leadership Being the Advisor of Choice

    Webcast Seminar recording | Presentation materials Over the past three decades, a growing number of CPAs have expanded their service offerings to individuals and families beyond tax compliance to address and plan for all aspects of client’s financial lives i
    Published on December 15, 2014

    Proactive Planning How Your Peers Are Advising Their Individual Clients in 2014

    Webcast A panel of experts will lead practitioners through a discussion on post-ATRA planning
    Published on December 15, 2014

    Investment Tax Planning Creating TAX ALPHA

    Webcast In this webcast, a panel of CPA financial planners will discuss tax savings strategies to increase the value in a client’s investment portfolio.
    Published on December 09, 2014

    Investment Tax Planning Creating TAX ALPHA

    Presentation In this webcast, a panel of CPA financial planners will discuss tax savings strategies to increase the value in a client’s investment portfolio.
    Published on December 09, 2014

    Estate Planning Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers.
    Published on December 08, 2014

    The Most Common Estate Planning Mistakes and How to Avoid Them

    Webcast Archive Whether their plans include trusts or beneficiary driven accounts, there are many details that need to be addressed to make sure the estate plan is properly implemented.
    Published on December 08, 2014

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