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    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on October 16, 2014

    Trust Situs for Dynasty Trusts & DAPTs

    Webcast This webcast discusses the use of dynasty trusts and domestic asset protection trusts (DAPTs) and the importance of jurisdiction selection.
    Published on November 25, 2013

    The Economics of Life Insurance

    Webcast In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning.
    Published on September 30, 2013

    Illustrative Letter for a Limited Service Engagement

    Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 16, 2014

    Steps the Public Can Take Before Disaster Strikes

    Checklist Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
    Published on August 14, 2014

    Prudent Diversification Practices for Investment Fiduciaries

    Webcast The objectives for this course are for the participants to gain a working understanding of prudent diversification practices.
    Published on July 02, 2014

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement.
    Published on March 25, 2014

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
    Published on September 16, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on August 28, 2014

    Financial Services Reform

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

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