Update on Inherited IRAs
This webcast will provide an update on the rules regarding inherited individual retirement accounts.
Published on August 05, 2014
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
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 November 19, 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
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 November 20, 2014
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 November 10, 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
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on October 13, 2014
CPA/PFS Credential Recertification
Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential.
Published on October 27, 2014