Social Security Planning
Guide :
Are you aware of the planning needs associated with Social Security? Learn more about how the Social Security program affects the decisions that clients need to make.
Published on May 14, 2012
Fox Financial Planning Network Pricing
Tools :
Fox Financial Planning Network Pricing
Published on May 14, 2012
Roadmap to Developing and Managing a CPA Personal Financial Planning Practice
Guide :
The Roadmap is your PFP atlas, with the information you need to plot a route to successfully add PFP as another value-added service to your established practice.
Published on May 07, 2012
The CPAs Guide to Social Security Planning
Guide :
A practical guide for CPAs as they help their clients make decisions about Social Security. You will find plainly stated information, with references to Social Security Administration publications for more details.
Published on May 04, 2012
Excerpt - CPAs Guide to Financing Retirement Healthcare
Overview :
An excerpt of the new guide for CPA as they discuss financial retirement healthcare issues including Medicare and long-term care options.
Published on May 01, 2012
Elder Planning
Video :
Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients.
Published on April 30, 2012
Paying for Retirement Healthcare
Overview :
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on April 30, 2012
CPA Guide to Financing Retirement Healthcare
Guide :
A planning tool for CPAs as they discuss the financial side of retirement healthcare with their clients, including Medicare and long-term care options.
Published on April 30, 2012
Tax Season Resources
Overview :
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on April 10, 2012
Illustrative Engagement Letter
Sample Letter :
A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrative Engagement Letter - Short Version
Sample Letter :
A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrative Engagement Letter Long Form
Sample Letter :
A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrative Engagement Letter for Corporate Executives
Sample Letter :
A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
IRA Distribution Flowchart
Overview :
Bob Keebler has shared this flowchart with PFP members to highlight traditional IRA distribution considerations
Published on March 12, 2012
2011 CPAs Guide to Technology in a PFP Practice
Guide :
A look at the essential technology components of the efficient personal financial planning firm. The goal here is to briefly discuss the tools you will need. In order to facilitate the discussion, we’ll break the components down into two main categories: general office productivity tools and industry specific tools.
Published on February 17, 2012