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    Sample Presentation Current Issues in PFP and Member Benefits That Can Help

    Presentation Customize these slide decks to use in a presentation to your state society or firm network
    Published on February 06, 2011

    Wealth and Accumulation Management

    Presentation Customize these slide decks to use in a presentation to your state society or firm network
    Published on February 06, 2011

    Office Productivity Tools - Printers, Copiers, Scanners and Fax Machines

    Overview Learn about the specific types of office machines that will improve the efficiency of your practice's back-office operations.
    Published on December 14, 2012

    General Office Productivity Tools - Computers

    Overview General office productivity tools are those technology tools common in any knowledgeable worker's environment today. This category can further be divided into hardware and software tools.
    Published on January 15, 2013

    Q&A With Mitch Freedman One CPAs Thoughts on the Development of Disaster Recovery

    FAQ Find out about one CPA's thoughts on the development of Disaster Recovery: A Guide to Financial Issues and the role he sees CPAs filling in the time after a disaster. Mitchell Friedman discusses why CPAs are a vital resource for the public in these situations and the opportunities you have
    Published on August 14, 2014

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on July 23, 2014

    PFP Practice Center

    Overview Resources to start or grow your business to cover your clients' personal financial planning needs.
    Published on July 30, 2014

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
    Published on August 27, 2014

    Fox Financial Planning Network for CPAs

    Overview A new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.
    Published on August 25, 2014

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on July 27, 2014

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