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Protecting Your Family With Life Insurance

Toolkit Learn about choosing life insurance coverage and characteristics of each type, in order to secure financial stability for those who depend on you in the event of your untimely death
Published on October 19, 2004

Protecting Yourself and Your Family with Life Insurance

Toolkit Learn about choosing life insurance coverage and characteristics of each type, in order to secure financial stability for those who depend on you in the event of your untimely death
Published on December 10, 2004

Secure Financial Stability - Protecting Yourself and Your Family with Life Insurance

Toolkit Learn about choosing life insurance coverage and characteristics of each type, in order to secure financial stability for those who depend on you in the event of your untimely death
Published on April 26, 2013

Employed

Overview Life cycle financial literacy resources for career. Includes links to saving & investing, protecting you and your family with insurance, getting tax smart, a mobilization kit, and a PowerPoint presentation
Published on January 28, 2011

Protecting Yourself and Your Family with Life Insurance

Toolkit ...individual who depends on you for financial support, your financial plan should provide a source of income for your spouse and dependents in the event of your untimely death. Life insurance fills this need and can also serve estate planning purposes, such as paying estate taxes
Published on October 31, 2005

Protecting Yourself and Your Family with LongTerm Disability Insurance

Toolkit Most people of working age have a greater chance of being disabled than dying, yet more people have life insurance than disability. Learn what you need to know to get sufficient coverage at an affordable price
Published on December 10, 2004

Protecting Yourself and Your Family with LongTerm Disability Insurance

Toolkit Most people of working age have a greater chance of being disabled than dying, yet more people have life insurance than disability. Learn what you need to know to get sufficient coverage at an affordable price
Published on April 14, 2005

Employed Volunteer Mobilization Kit

Article Money management should never get in the way of career advancement. Learn what you need to know to take advantage of a wide range of employer benefits, prepare for unexpected career changes and chart a clear path to job success. Presentation Outline
Published on July 27, 2011

Parents & Children Volunteer Mobilization Kit

Article ...a child about money is almost as hard as broaching some of those other difficult subjects. But understanding what money is and how to manage it is a crucial life skill parents must pass on to their children. It’s never too ea
Published on July 27, 2011

CPA Tool Kit Life Crisis Unemployment & Job Hunting Protecting Yourself and Your Family with Health Insurance

Toolkit Health insurance has become an increasingly complex and expensive item for all of us, but it plays an important role in protecting your family's physical and financial well-being. Without...
Published on April 26, 2013

After the Honeymoon Insurance Advice for Newlyweds

Toolkit Coverage that protects you and your spouse against life's unforeseen risks is an important part of planning your life together. The following provides an overview of the types of insurance protection you should consider
Published on October 26, 2005

Couples Volunteer Mobilization Kit

Article ...or flavor of ice cream. It also means being able to successfully talk about and manage your finances. Begin now so that you can merge your money and your life. Presentation Outline PowerPoin
Published on July 27, 2011

Save Wisely, Save Happily Real Stories about Money and How to Thrive from Trusted Advisors

Article In early 2013, the AICPA will release its first consumer publication, Save Wisely, Spend Happily: Real Stories about Money and How to Thrive from Trusted Advisors. Edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by 125 CPAs gives your clients the information and tools they
Published on January 04, 2013

Types of Volunteer Groups

Overview All members of the Council, Boards, Committees, Subcommittees, Panels, Centers and Task Forces (hereinafter "volunteer groups")   Advisory Committees – A committee designated as an Advisory Committee is not responsible for policy-setting as are regular co
Published on October 11, 2011

Financial Literacy for Life Crisis

Overview Life cycle financial literacy resources for Life Crisis, including disaster preparedness and disaster recovery, unemployment, disability, long-term care, and a mobilization toolkit
Published on January 28, 2011

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Related AICPA Products



Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors

Published in honor of the AICPA's 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.





AICPA Personal Financial Planning Membership Section

The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.

Copyright © 2006-2013 American Institute of CPAs.