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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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    8/5/2015WebcastPractical Planning for Cash Flows & Withdrawal Strategies in Retirement
    James Shambo
    Michael Goodman
    Lori Luck
    David Stolz
    RetirementThought Leadership
    6/23/2015PodcastAdvising Clients on When and How to Update Estate Planning Documents
    Susan Bruno
    EstateThought 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


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