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    Media Review July - 16-23, 2014

    Article Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you
    Published on July 21, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA
    Published on March 05, 2015

    Latest Trends & Developments in Long-Term Care Insurance

    Webcast In this presentation, we review the recent trends and developments of “asset-based” long-term care protection
    Published on February 08, 2013

    PFS Exam Review Final Study Plan

    Tools Use this accelerated PFS exam review schedule as a guide to final preparation during your last 2 months before the PFS exam
    Published on April 24, 2013

    Latest Trends & Developments in Long-Term Care Insurance

    Audio In this presentation, we review the recent trends and developments as a new form of “asset-based” long-term care protection
    Published on February 08, 2013

    Latest Trends & Developments in Long-Term Care Insurance -- Handout

    Presentation In this presentation, review the recent trends and developments as a new form of “asset-based” long-term care protection
    Published on February 08, 2013

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on March 26, 2015

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on January 30, 2015

    PFS Exam Sponsorship application

    Application The PFS Exam Sponsorship application to obtain a reimbursement of some of the costs of preparing for and taking the PFS Exam.
    Published on March 18, 2014

    2014 Year in Review - Estate Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to estate tax.
    Published on March 13, 2015

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