Personal Financial Planning Events 

 

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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
8/10/2016VideoEstate and Financial Planning for Alzheimer's Disease
Martin Shenkman
Estate; Personal Financial Planning
8/10/2016VideoPlanning for Clients Living with Asperger's Syndrome
Martin Shenkman
Estate; Personal Financial Planning
7/28/2016AudioElection Out of Automatic GSTAllocation is Effective
Robert Keebler - Courtesy of Leimberg
Personal Financial Planning
7/6/2016AudioAudio Clip: IRS Waives 60-Day Rollover Requirement
Robert Keebler
Personal Financial Planning
6/29/2016WebcastTrusts as Beneficiaries of IRAs
Michael Kitces
Personal Financial Planning; Retirement
6/27/2016PodcastAdvising Clients on the Impact of Brexit
Michael Goodman, Scott Sprinkle
Investment; Personal Financial Planning
6/20/2016PodcastCybersecurity – What CPA Financial Planners Need to Know
Michael Goodman, Wes Stillman
Personal Financial Planning; Practice Management
6/3/2016AudioAudio Clip: Spouse May Not Rollover Community Property Interest in IRA
Robert Keebler
Personal Financial Planning
6/1/2016AudioAudio Clip: LISI 60-Second Planner
Robert Keebler
Personal Financial Planning
5/18/2016WebcastTop Financial and Tax Planning Ideas
Robert Keebler
Personal Financial Planning; Tax


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