Understanding Safe Withdrawal Rates
Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
Published on September 12, 2014
Update on Inherited IRAs
This webcast will provide an update on the rules regarding inherited individual retirement accounts.
Published on August 05, 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
2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library
PFP Section members, inclusive of PFS credential holders, can access the recordings and presentation materials for this 18-part web seminar series to assist you in moving from tax return preparer to financial planner.
Published on June 20, 2013
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Published on May 20, 2014
2011 Series Take Charge Your Money. Your Life.
Learn how to create a comprehensive financial plan in this webcast series.
Published on July 11, 2014
Personal Financial Planning & CPA/PFS Webcasts
Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
Published on January 22, 2015
2014 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library
Webcast series on the road best traveled from tax preparer to financial planner.
Published on December 15, 2014
What You Need to Know About the New PFP Standards
Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
Published on May 05, 2014
The CPAs Guide to Financial and Estate Planning
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on December 23, 2014