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The Planner

The Planner is an award-winning, bi-monthly, quick-read newsletter focusing entirely on personal financial planning news brought to you by the AICPA's PFP Division.

Download the March/April issue of Planner.

What’s Inside:

“Best Planning Ideas for 2013” by Lyle Benson, Robert Keebler, Michael Kitces and Daniel Rubin
"Building Rapport with Middle Aged Clients” by David Solie
“Attracting and Serving Gen-X and Gen-Y Clients” by Mackey McNeill
CPA/PFS Profile: Sheryl Eighner
PFP News and Calendar of Events

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The Planner

Newsletter: The Planner is an award-winning, bi-monthly, quick-read newsletter focusing entirely on personal financial planning news brought to you by the AICPA's PFP Division.
Published on April 02, 2013

The Planner Archive

Newsletter: 2009 November/December September/October July/August May/June March/April January/Februrary
Published on July 06, 2010

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