Personal Financial Planning Practice Management Events 


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    Event Type
    Event Name
    1/5/2016PodcastWhat CPA financial Planners Need to Know about Social Media and Compliance
    Blane Warrene
    Practice Management
    11/12/2015PodcastTechnology as a Relationship Gateway
    Michael Goodman, Bill Winterberg
    Practice Management
    11/6/2015WebcastProfitably Evolve & Grow Your Firm with Robo-Technology
    Deborah Fox
    Practice Management
    11/4/2015PodcastCybersecurity and Financial Services
    David Blane
    Practice Management
    9/17/2015PodcastMastering Regulatory Examinations
    Ellen Bruno
    Practice Management
    7/20/2015WebcastThe CPA Financial Planning Firm of the Future
    Mark Astrinos, Chris Benson, David Oransky
    Practice Management; Personal Financial Planning
    6/29/2015PodcastSupreme Court Rules States Must Allow Same-Sex Marriage
    Tom Tillery
    Practice Management
    5/27/2015PodcastClients & Their Cognitive Decline
    Ted Sarenski
    Estate; Practice Management
    11/13/2014WebcastOutlook for the CPA Financial Planning Profession
    Lyle Benson, Ernest Clark, Michael Goodman, Randy Abeles
    Practice ManagementThought Leadership
    11/6/2014WebcastAddressing Client Life Insurance Questions in your Practice
    Marc Minker
    Susan Bruno
    Susan Tillery
    Leonard Wright
    Practice ManagementCPA/PFS Perspectives

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