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

    Page 1 2 3 4 5 >> Showing results 1 - 10 of 129


    Event Type
    Event Name
    9/29/2015PodcastEstate & Succession Planning Strategies for Your Solo Practitioner Clients
    Martin Shenkmam
    9/17/2015PodcastMastering Regulatory Examinations
    Ellen Bruno
    Practice Management
    9/16/2015WebcastAging and Incapacity: The CPA’s Role in Advising Aging Clients
    Martin Shenkman
    9/4/2015PodcastAdvising Clients on Medicare Enrollment
    Ted Sarenski
    9/3/2015PodcastWhat to Consider when Replacing a Client’s Existing Life Insurance Contract
    Tom Tillery
    Risk Management; Tax
    8/31/2015PodcastTen Tax Planning Ideas in a Down Market
    Robert Keebler
    8/27/2015WebcastPlanning for Spending in Retirement
    Michael Goodman, Lori Luck, David Stolz
    Personal Financial Planning; RetirementConsumer
    8/26/2015PodcastAdvising Clients During Market Uncertainty
    Lori Luck, David Stolz
    Personal Financial Planning
    8/25/2015PodcastAdvising Clients on Dissolving Family Limited Partnerships and LLCs
    Martin Shenkman
    Estate; Tax
    8/25/2015PodcastEstate and Tax Planning Opportunities Under IRC §2701
    Bob Keebler, Todd Angkatavanich
    Estate; Tax

    Page 1 2 3 4 5 >> Showing results 1 - 10 of 129
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