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    Taking A Fresh Look At Reverse Mortgages

    Webcast Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan.
    Published on June 20, 2013

    Personal Financial Specialist Application

    Overview The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system
    Published on May 05, 2014

    Planning After ATRA The CPAs Guide to Financial and Estate Planning

    Webcast Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients now.
    Published on December 04, 2013

    Proactive Year-End Financial and Tax Planning Series Top Estate and Income Tax Planning Strategies

    Webcast Bob Keebler covers the top estate and income tax planning strategies for year-end financial planning after ATRA.
    Published on December 09, 2013

    2012 Advanced PFP Conference

    Conference Materials Access recordings and materials from the 2012 Advanced Personal Financial Planning conference.
    Published on March 06, 2012

    Financial Assumptions in Planning Engagements - Part 1

    Article There is woefully little information on the fundamental attributes of a good financial plan. Read a review of inflation assumptions and an attempt to make the case that various inflation assumptions should have a definite relationship to one another because of their high degree of correlation.
    Published on May 07, 2010

    Getting Started in Elder Planning Services

    Article Read more about researching your market, marketing your services, and developing a successful practice in elder planning.
    Published on July 18, 2013

    Corporate-Owned Life Insurance

    FAQ Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. Learn how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations
    Published on May 10, 2010

    Structure and Implementation

    Guide This section summarizes structure and other considerations in implementing an investment services business.
    Published on April 09, 2010

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on November 05, 2013

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