Personal Financial Planning Events 


    Welcome to the Personal Financial Planning event section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

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    Event Type
    Event Name
    10/5/2015PodcastTop 15 Year-End Financial and Tax Planning Ideas
    Robert Keebler
    Personal Financial Planning; Tax
    8/27/2015WebcastPlanning for Spending in Retirement
    Michael Goodman, Lori Luck, David Stolz
    Personal Financial Planning; RetirementConsumer
    8/26/2015PodcastAdvising Clients During Market Uncertainty
    Lori Luck, David Stolz
    Personal Financial Planning
    8/24/2015WebcastNavigating Medicare and the Affordable Care Act
    Steve Siegel
    Estate; Retirement; Personal Financial PlanningThe CPA's Guide to Financial and Estate Planning
    7/20/2015WebcastThe CPA Financial Planning Firm of the Future
    Mark Astrinos, Chris Benson, David Oransky
    Practice Management; Personal Financial Planning
    4/23/2015WebcastTaxes: Start Your Money Plan Here
    Chris Benson
    Personal Financial PlanningConsumer
    3/2/2015PodcastLeadership Update
    Lyle Benson
    Personal Financial PlanningPFP Power Hour

    Page 1 Showing results 1 - 7 of 7
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