CPA Financial Planning Thought Leadership Events 


    Welcome to the CPA Financial Planning Thought Leadership Series section of the PFP Learning Library! Click below to access all of our webcast/podcast/video recordings and presentation materials.

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    Page 1 Showing results 1 - 6 of 6


    Event Type
    Event Name
    11/19/2015WebcastPractical Planning for Social Security and Healthcare in Retirement
     Ted Sarenski, Jim Shambo
    RetirementThought Leadership
    8/5/2015WebcastPractical Planning for Cash Flows & Withdrawal Strategies in Retirement
    James Shambo, Michael Goodman, Lori Luck, David Stolz
    RetirementThought Leadership
    6/3/2015WebcastPractical Planning for Aging and Elder Issues
    Jim Shambo, Dirk Edwards, Jean-Luc Bourdon
    RetirementThought Leadership
    11/13/2014WebcastOutlook for the CPA Financial Planning Profession
    Lyle Benson, Ernest Clark, Michael Goodman, Randy Abeles
    Practice ManagementThought Leadership
    11/12/2014WebcastInvestment Planning
    Lyle Benson, Joanne Hagopian, Scott Sprinkle, Tom Trainor
    InvestmentThought Leadership
    7/15/2014WebcastBeing the Adviser of Choice
    Lyle Benson, Clark Blackman, Dirk Edwards, Tom Trainor
    Practice ManagementThought Leadership

    Page 1 Showing results 1 - 6 of 6
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