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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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
8/17/2017AudioAudio Clip: Extension of Time for GST Tax Elections
Robert Keebler
Personal Financial Planning
8/16/2017AudioCRT Can Own Endowment Units
Robert Keebler
Tax
8/11/2017WebcastWhat to Do When Cancer Changes Your Financial Plans
Leonard Lichtenfeld, Martin Shenkman
Personal Financial Planning
8/10/2017PodcastMastering Regulatory Examinations
Ellen Bruno
Practice Management
8/10/2017AudioReri Holdings - Failure to Supply Basis Nixes Charitable Deduction
Robert Keebler
Tax
7/26/2017WebcastFinancial Planning and Tax Implications of Retirement Plans
Robert Keebler
Personal Financial Planning; Tax
7/19/2017WebcastTaking A Fresh Look At Reverse Mortgages
Michael Kitces
Personal Financial Planning; Practice Management
7/14/2017VideoQ2 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Personal Financial Planning
6/28/2017WebcastEvaluating Existing Variable Annuities: What Every Advisor Needs to Know
Michael Kitces
Estate; Tax
6/24/2017PodcastThe Best Estate Planning Ideas in 2017
Robert Keebler
Estate; Tax


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