Practice Management Webinars
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues on practice management as well as interact with their fellow peers.
Published on May 22, 2013
PFP Web Seminar Library
Article:
The PFP Web seminar library provides seminar recordings and presentation materials and is a member benefit.
Published on May 22, 2013
Upcoming Personal Financial Planning Conferences
Conference:
View the schedule of upcoming PFP conferences
Published on May 22, 2013
PFP & CPA/PFS Web Seminars
Webcast:
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.
Published on May 17, 2013
Moving from Tax Preparer to Financial Planner
Webcast:
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on May 17, 2013
IDGTs Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! (Audio)
Audio:
In this recording, Tom Tillery addresses how to use Intentionally Defective Grantor Trusts to address income tax, asset protection and life insurance needs.
Published on May 10, 2013
Series Planning After the American Taxpayer Relief Act
Webcast:
This web seminar series covers the most important aspects of personal financial planning considerations under ATRA.
Published on May 09, 2013
PFP Consumer Web Seminar Library
Webcast:
A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
Published on May 09, 2013
CPA/PFS Perspectives Web Seminar 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 May 08, 2013
Investment Planning
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues on investment planning as well as interact with their fellow peers.
Published on May 08, 2013
Estate Planning
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers.
Published on May 08, 2013
PFP Tax Webcasts
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely tax issues as well as interact with their fellow peers.
Published on May 08, 2013
Top 10 Estate Planning Ideas for 2013
Audio:
This audio presentation covers the most important aspects of personal financial planning considerations under ATRA.
Published on May 08, 2013
What CPA Financial Planners Need to Know to Advise Individual Clients - Audio
Audio:
This audio presentation covers the most important aspects of personal financial planning considerations under ATRA.
Published on May 08, 2013
CPA/PFS Perspectives on Using Annuities in Planning - Audio
Audio:
While other seminars cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects.
Published on May 08, 2013