Future of the Profession - May 2010
Article:
This white paper outlines several issues that advisors and the relevant members of your business ecosystem will need to understand about the next ten years.
Published on May 24, 2010
Retirement Planning Achieving Financial Security for Your Future
Article:
Retirement planning is a lifelong endeavor. Recognizing this is the first step to ensuring a financially secure future. Unfortunately, statistics show that many of us don't realize the necessity of planning for retirement
Published on September 30, 2010
Do I Need Personal Financial Planning
FAQ:
...needs to plan for tomorrow. At every income level, there are steps you can take to make more efficient use of your assets and to ensure a secure financial future. To help you get started, here are some frequently asked questions about personal financial planning
Published on May 11, 2010
Take Charge of Your Financial Future
Webcast:
In this web seminar, leading practitioners Jean-Luc Bourdon and Susan Bruno lead you through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams
Published on January 11, 2013
Take Charge of Your Financial Future
Presentation:
In this web seminar, leading practitioners Jean-Luc Bourdon and Susan Bruno lead you through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams
Published on January 11, 2013
Our Journey 25 Years fo the Personal Financial Planning Division
Overview:
Read about the past, present and future of the AICPA PFP Division in this book celebrating and commemorating our 25th anniversary
Published on March 01, 2011
of Excellence for Investment Advisors
Presentation:
Learn the history, scope, and future of Alternative Minimum Tax (AMT). Plus, new developments, tax planning, and tax tips for 2007
Published on February 01, 2010
2013 Series Take Charge Your Money. Your Life
Webcast:
This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning.
Published on May 03, 2013
Financial Planning Software
Guide:
If you currently offer personal financial planning services, or if you will be doing so in the future, it is essential that you practice your craft with the aid of one or more professional financial planning programs developed by a reputable commercial software vendor
Published on April 27, 2011
Join the AICPA PFP Membership Section
Overview:
...200 Is a Small Price to Pay—Consider Membership an Investment in Your Future
Published on April 27, 2011
What Skills Do I Need to Provide Personal Financial Planning Services
Assessment:
See what skills you may need to provide Personal Financial Planning services. The AICPA Competency Self-Assessment Tool (CAT) provides current and future CPAs with a basis for self-assessment and career planning. Use this online skills assessment tool to help build a plan
Published on March 24, 2011
Asset Protection Strategies
Webcast:
In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics
Published on September 26, 2012
Long Term Care
Audio:
This consumer-oriented web seminar audio presentation discusses issues relating to long term care and planning for future health care
Published on August 08, 2012
E-Column August 27, 2010
Article:
In this E-Column, Bob summarizes Tim Kochis’ perspectives about the future of the profession – from life planning to the fiduciary age. Kochis, the chairperson of Aspiriant, highlights the important changes that he thinks the profession is going through, which tend...
Published on August 30, 2010
Long Term Care
Presentation:
This consumer-oriented web seminar presentation discusses issues relating to long term care and planning for future health care
Published on August 08, 2012