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This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice. CPA/PFS credential holders are CPA financial planners who have demonstrated their expertise in personal financial planning and this series highlights that expertise and allows other CPAs to share in their experiences and benefit from their insight.
While other seminars cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects: how they made their key decisions and why, what motivated them, how it has benefited them and their clients, and how they addressed issues that came up in their practice. Each quarter we will address a new topic. If you have any suggestions for future topics, email us at financialplanning@aicpa.org.
CPA/PFS Perspectives on Post-Election: Now What?
(11/28/2012) Lyle Benson, Ted Sarenski and Scott Sprinkle
Seminar recording | Presentation materials
CPA/PFS Perspectives on Post-Election: Now What?
(11/14/2012) Lyle Benson, Ted Sarenski and Scott Sprinkle
Seminar recording | Presentation materials
CPA/PFS Perspectives on Using Annuities in Planning
(8/13/2012) Marc Minker, Jonathan Gassman, Laura Kuntz, Jim Shambo, and Leonard Wright
Seminar recording | Presentation materials
CPA/PFS Perspectives on Offering Investment Services
(5/7/2012) Marc Minker, Jean-Luc Bourdon, Linda Crouse, Doug Duerr, and Joel Framson
Seminar Recording | Presentation Materials