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    Planning for Retirement

    Overview Access information and resources related to planning for retirement. Topics covered include saving for retirement and social security benefits
    Published on May 07, 2010

    Planning an Estate

    Overview Access information and resources related to planning an estate. Topics covered include life insurance, trusts and more
    Published on May 07, 2010

    Starting a Family

    Overview This section contains information and resources related to starting a family. Topics covered include financial planning, insurance, child tax credit and more
    Published on May 07, 2010

    Caring for An Aging Parent

    Overview Access valuable information on how to care for an aging parent or parents. Topics covered include: housing option for older individuals, long-term care insurance, healthcare during retirement, as well as how to choose and pay for nursing homes
    Published on May 07, 2010

    Investment Committee Effectiveness Backgrounder

    FAQ An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a solid array of fund options.
    Published on May 11, 2010

    Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

    Tools The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law for 2011 and 2012 and the uncertainty we will be with faced with once again in
    Published on September 24, 2013

    Q & A with Joel Framson on the Fiduciary Handbook

    FAQ Review a discussion with Joel Framson regarding the overall benefits of the Fiduciary Handbook and its significance to CPA financial planners and Personal Financial Specialists.
    Published on August 07, 2013

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
    Published on July 08, 2014

    Annuity Resources

    Article Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans.
    Published on August 15, 2012

    PFP State Resource Sharing

    Tools State societies are welcome to link to these valuable resources on the PFP Division’s website.
    Published on April 11, 2014

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