PFP & PFS Web Seminars
Webcast :
Our Web seminars give PFP Section Members and PFS Credential Holders the opportunity to learn about timely issues as well as interact with their fellow peers.
Published on May 22, 2012
Proactive Planning in Preparation for 2013
Webcast :
With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth.
Published on May 21, 2012
PFP Web Seminar Library
Article :
The PFP Web seminar library provides seminar recordings and presentation materials and is a member benefit.
Published on May 21, 2012
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 21, 2012
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 14, 2012
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 11, 2012
Upcoming Personal Financial Planning Conferences
Conference :
View the schedule of upcoming PFP conferences
Published on May 09, 2012
2012 Advanced PFP Conference
Conference Materials :
Access recordings and materials from the 2012 Advanced Personal Financial Planning conference.
Published on March 06, 2012
Audio Streams from the PFP Division
Audio :
The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
Published on February 29, 2012
PFP Quarterly Issues Update
Webcast :
Join the PFP Division for a quarterly issues update call. These quarterly calls will provide members an opportunity to connect with AICPA staff and committee members to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
Published on February 10, 2012
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Webcast :
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans. The guide will be released in four separate volumes and each is accompanied by a web seminar.
Published on February 02, 2012
Year-End Planning for Individuals in an Uncertain Environment
Webcast :
2011 has certainly proven to be a tumultuous year. Now is the opportune time for CPA tax practitioners and financial planners to help clients make critical financial, estate and tax planning decisions and take advantage of income tax and estate planning opportunities discussed in this four-part web seminar series.
Published on December 20, 2011
Transforming How You Address Client Needs A Multi-Disciplinary Solution to Financial Planning
Webcast :
In this web seminar, Tom Tillery addresses a common client situation that appears deceptively simple, but as questions are asked and answered, it becomes clear that a multi-disciplinary approach produces a much more effective solution.
Published on December 20, 2011
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 December 20, 2011
Roth Conversions & Recharacterizations in a Volatile Environment
Webcast :
In this web seminar, learn about the importance of technology in cultivating client relationships.
Published on December 20, 2011