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Published on May 20, 2014
Personal Financial Planning Boot Camp Registration
The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
Published on December 08, 2014
2014 Year in Review
Recap of PFP milestones and resources released or revised in 2014.
Published on January 20, 2015
What CPAs Must Know to Advise Clients on Health Care
This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
Published on February 05, 2014
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