Seminar recording | Presentation materials
Whether you are providing estate, tax, retirement, investment, education, charitable or insurance planning for your clients, we realize that it is vital you stay up-to-date in this ever-changing financial world. This web seminar will provide an overview of resources and support available from the PFP Section, and how CPA financial planners have utilized these resources in their practices. Specifically, we will cover an overview of PFP/PFS member benefits in the following areas:
- Legislative and Regulatory
- Member Communications
- Practice Development
- Professional Development
- Networking Opportunities
- Certification