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    CPA/PFS Profile Susan Bruno

    Member Profile This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning
    Published on June 23, 2014

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on January 07, 2015

    CPA/PFS Profile Gina Chironis

    Article Get to know Gina Chironis, CPA/PFS; find out more about her services, what motivated her to open up her own practice, her service work, and even a bit about her favorite New Orleans recipe.
    Published on September 17, 2013

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
    Published on April 11, 2014

    CPA/PFS Profile Jerry Nightingale

    Article Meet Jerry Nightingale and learn more about his practice methodology, investment philosophy, volunteer work and leadership positions, and what makes him tick.
    Published on June 04, 2014

    When Titans Retire, They Need Your Help More Than Ever!

    Article Learn how to ease retiring, high-profile CEOs into estate planning
    Published on March 09, 2015

    Spectrems Millionaire Corner Membership

    Product CPA/PFS receive 20% off Millionaire Corner, a high net worth investor prospecting resource including a web profile, video, client satisfaction survey, and newsletter subscription
    Published on June 23, 2014

    PFP Planner - July/August 2013

    Newsletter The July/August 2013 issue of Planner addresses post-ATRA planning, important misconceptions about risk tolerance, a profile of Jerry Love, and more
    Published on November 07, 2013

    PFP Planner March/April 2013

    Newsletter The March/April 2013 issue Planner highlights popular sessions from the 2013 PFP Conference, a CPA/PFS profile and news and events
    Published on August 27, 2013

    CPAs Guide to Technology in a PFP Practice

    Guide ...vary in size and business approach, the technology needs of a firm will be dictated by a wide variety of factors including the firm's business model, size, client profile and goals
    Published on January 14, 2015

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