Personal Financial Planning Learning Library 

Welcome to the Personal Financial Planning (PFP) learning library! As a PFP Section member benefit, you have unlimited access to all of the webcast/podcast/video recordings and presentation materials. If you are not yet a member, click here to join.

View recent events in the table below or browse by topic or series. Click on the event name to access related webcast/podcast/video recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

Return to upcoming events.

Browse by Topic  Browse by Series  Browse by Type
Estate Advanced PFP Series  Audio
Investment CPA/PFS Perspectives Podcast
Practice Management  Consumer Events Video
Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled Webcast
Retirement Planning After the American Taxpayer Relief Act  
Risk Management PFP Power Hour  
Tax Statement on Standards in Personal Financial Planning Services  
  The CPA’s Guide to Financial and Estate Planning  
Thought Leadership  
  Understanding Safe Withdrawal Rates  

Page 1 2 3 4 5 >> Showing results 1 - 10 of 251


Event Type
Event Name
2/27/2017WebcastProtecting Your Clients from Financial Fraud and Abuse
Martin Shenkman, Jim Sullivan, Randy Wolverton
2/10/2017AudioTaxpayer Memory Loss Excuses Rollover Failure
Robert Keebler
2/8/2017WebcastSuccess Tips for Young CPAs and Financial Planners
Michael Goodman, Mark Astrinos, David Oransky
Personal Financial Planning
2/6/2017PodcastIncome Taxation of Trusts & Estates Made Easy
Robert Keebler
2/6/2017PodcastDisclosure Requirements Under the Proposed 2704 Regulations
Robert Keebler
1/20/2017PodcastQ4 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
1/18/2017WebcastUsing Portability to Create a Flexible Estate Plan
Robert Keebler
1/11/2017WebcastAdvising Clients on Social Security in 2017
Ted Sarenski
Personal Financial Planning
1/5/2017PodcastDivorce Later in Life: Strategies for CPAs to Discuss with Clients
Janice Green
1/4/2017PodcastTax and Financial Planning for 2017-2018 under Trump and Ryan Proposals
Robert Keebler, Bob Gordon

Page 1 2 3 4 5 >> Showing results 1 - 10 of 251
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