CPA/PFS Perspectives Webcast Series 


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    This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice. CPA/PFS credential holders are CPA financial planners who have demonstrated their expertise in personal financial planning and this series highlights that expertise and allows other CPAs to share in their experiences and benefit from their insight.

    While other webcasts cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects:  how they made their key decisions and why, what motivated them, how it has benefited them and their clients, and how they addressed issues that came up in their practice.  Each quarter we will address a new topic.  If you have any suggestions for future topics, email us at financialplanning@aicpa.org.



    CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    (12/16/14) Marc Minker, Chris Benson, Clark M. Blackman III, Sarah Hughes, David Oransky
    Seminar recording | Presentation materials

    CPA/PFS Perspectives: Addressing Client Life Insurance Questions in your Practice
    (11/6/2014)  Marc Minker, Susan Bruno, Susan Tillery, and Leonard Wright
    Seminar recording | Presentation materials

    CPA/PFS Perspectives: The Seamless Integration of CPA and RIA Firms
    (6/9/2014) Marc Minker, Randy Abeles, Jonathan Gassman, and Steve Levey
    Seminar recording | Presentation materials

    CPA/PFS Perspectives: 2014 Advanced PFP Conference Recap
    (2/10/2014) Marc Minker, Doug Duerr, Karen Goodfriend, Ted Sarenski, and Scott Sprinkle
    Seminar recording | Presentation materials

    CPA/PFS Perspectives on Using Technology in a PFP Practice
    (1/9/2014) Marc Minker, Michael Goodman, Steve Levey, and Gina Chironis
    Seminar recording | Presentation materials

    CPA/PFS Perspectives on Retirement Planning - The Next Phase of Life
    (9/20/2013) Marc Minker, Jerry Love, Ted Sarenski, Susan Tillery
    Seminar recording | Presentation materials

    CPA/PFS Perspectives on Growing Your Tax and PFP Business in your Local Market
    (6/4/2013) Marc Minker, Jimmy Williams, Amy Sonstein, Marshall Gunn, Janet Williams-Reyes
    Seminar recording | Presentation materials

    CPA/PFS Perspectives on Using Annuities in Planning
    (8/13/2012) Marc Minker, Jonathan Gassman, Laura Kuntz, Jim Shambo, and Leonard Wright
    Seminar recording | Presentation materials

    CPA/PFS Perspectives on Offering Investment Services
    (5/7/2012) Marc Minker, Jean-Luc Bourdon, Linda Crouse, Doug Duerr, and Joel Framson
    Seminar Recording | Presentation Materials




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