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    Understanding Safe Withdrawal Rates

    Webcast 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

    2014 Series From Tax Preparer to Financial Planner The Road Best Traveled

    Article Webcast series on the road best traveled from tax preparer to financial planner.
    Published on September 05, 2014

    Update on Inherited IRAs

    Webcast 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

    Overview 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 July 30, 2014

    Contact Us

    Overview If you require additional information, would like to give us feedback, or have questions about our products and services, please contact us by phone or e-mail.
    Published on May 20, 2014

    2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library

    Presentation 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

    CPA/PFS Credential Recertification

    Overview 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 September 02, 2014

    2011 Series Take Charge Your Money. Your Life.

    Webcast Learn how to create a comprehensive financial plan in this webcast series.
    Published on July 11, 2014

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast 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 September 16, 2014

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on May 15, 2014

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