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
2/3/2016WebcastThe Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly
Tom Tillery
Personal Financial Planning; Risk Management
2/1/2016PodcastKey Takeaways from the 2016 Advanced PFP Conference
Scott Sprinkle, Mark Astrinos, Karen Goodfriend, Ted Sarenski
Personal Financial Planning
12/17/2015PodcastDigital Advice Delivery Strategies for Your Financial Planning Practice
Michael Kitces, Bill Winterberg
Personal Financial Planning
11/13/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your Clients
Lisa Featherngill, Stephen Bigge
Estate; Personal Financial Planning; Tax
10/27/2015WebcastThe Life Planning Perspective: An Interview with George Kinder
George Kinder, David Oransky
Personal Financial Planning
10/26/2015PodcastAdvising Clients on Avoiding 529 Plan Pitfalls
Deborah Fox
Personal Financial Planning
10/19/2015PodcastLeadership Update
Lyle Benson, Dan Thomas
Personal Financial Planning
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

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