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  

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Event Type
Event Name
5/15/2017PodcastCybersecurity and Ransomware – Protecting Yourself from Attack
Joel Bruckenstein, Brian Edelman
Practice Management
5/5/2017PodcastAmerican Health Care Act
Ted Sarenski
Risk Management; Tax
5/5/2017AudioHealth Care Bill Income Tax Provisions
Robert Keebler
5/2/2017AudioRuiz: Beneficiary Designation Fails for Lack of Strict Compliance
Robert Keebler
4/26/2017PodcastTax Reform Proposal from the Trump Administration
Robert Keebler
4/20/2017Webcast2017 Taxes: Start Your Money Plan Here
David Stolz
Personal Financial PlanningConsumer
4/19/2017PodcastQ1 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
3/27/2017PodcastThe Latest on Social Security
Ted Sarenski
3/17/2017VideoUnderstanding the Power of Charitable Remainder Ttrusts
Robert Keebler
3/17/2017VideoGeneration-Skipping Transfer Tax Planning
Robert Keebler

Page 1 2 3 4 5 >> Showing results 1 - 10 of 266
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