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

    9/3/14 Key Income Tax Planning Strategies for the Mass Affluent
    8/28/14 Be in Demand: Building a Career as a CPA Personal Financial Planner
    8/27/14 Advanced PFP Series: Planning for Large IRAs
    8/15/14 Trusts, Section 469 & Section 1411: Material Participation After Frank Aragona Trust
    8/13/14 Charitable Giving: The Latest Trends and Strategies

    Open Hide documents in this section

    Page  1 2 3 4 5 >> 
    Showing results 1 - 15 of 349
    Order by:


    PFP Consumer Webcast Library

    Webcast A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
    Published on September 18, 2014

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast 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.
    Published on September 18, 2014

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on September 16, 2014

    Retirement Planning and Issues Related to Aging

    Webcast In this webcast, a panel of CPA/PFS credential holders examine a number of retirement planning issues and strategies as well as considerations for aging clients.
    Published on September 12, 2014

    Understanding Safe Withdrawal Rates

    Webcast Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
    Published on September 12, 2014

    Understanding Safe Withdrawal Rates

    Presentation Presentation material from Michael Kitces, publisher of the Kitces Report, on Understanding Safe Withdrawal Rates.
    Published on September 12, 2014

    Understanding Safe Withdrawal Rates

    Webcast Seminar recording from Michael Kitces, publisher of the Kitces Report, on Understanding Safe Withdrawal Rates.
    Published on September 12, 2014

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs.   Join Lee Slavutin as he shares the key considerations to address with your clients now.
    Published on September 08, 2014

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on September 05, 2014

    PFP Tax Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely tax issues as well as interact with their fellow peers.
    Published on September 05, 2014

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on September 05, 2014

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

    Article Webcast series on the road best traveled from tax preparer to financial planner.
    Published on September 05, 2014

    Part 2 Key Income Tax Planning Strategies for the Mass Affluent - Handout

    Presentation Steve Siegel ties in key income tax planning strategies for the mass affluent with PFP Section member benefit, The CPA’s Guide to Financial and Estate Planning.
    Published on September 03, 2014

    Part 2 Key Income Tax Planning Strategies for the Mass Affluent - Outline

    Presentation Steve Siegel ties in key income tax planning strategies for the mass affluent with PFP Section member benefit, The CPA’s Guide to Financial and Estate Planning.
    Published on September 03, 2014

    Advanced PFP Series

    Webcast These webcasts take an elaborate look into the complexities surrounding providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners.
    Published on September 02, 2014

    Page  1 2 3 4 5 >> 
    Showing results 1 – 15 of 349
    Show Results per page

    Related AICPA Products


    Copyright © 2006-2014 American Institute of CPAs.