Personal Financial Planning & CPA/PFS Webcasts 


    Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers and the opportunity to communicate current topics with their clients.  PFP section members, inclusive of PFS credential holders, attend webcasts for FREE without optional CPE, except for advanced series as noted below. CPE may be purchased for a nominal fee, discounted for PFP/PFS members.

    Save more on CPE and get unlimited access to these and 500+ webcasts with the AICPA Annual Webcast Pass. PFP/PFS members receive additional savings off the discounted AICPA member price.


    Missed a webcast? Don’t worry! Access the recording and presentation materials in the PFP webcast library after the live event.


      Upcoming Events - Free to PFP/PFS members except for discounted premium content marked with an (*) 

    Date/Time

    Title

    Presenter(s)

    Begins
    Oct. 22, 2014
    From Tax Preparer to Personal Financial Planner: The Road Best Traveled
    • Step 1: Understanding the Value of PFP (Archive coming soon)
    • Step 2: Moving from Tax Planning to Integrated PFP (Virtual session on Oct. 29-30)
    • Step 3: Implementing PFP (Live workshop Jan. 17-18 in Las Vegas) 
    Randy Abeles
    Chris Benson
    Susan Bruno
    Michael Goodman
    Bob Keebler
    Ted Sarenski
    Steve Siegel
    Scott Sprinkle
    Dave Stolz
    Susan Tillery
    Tom Tillery 
         
    November 3, 2014
    11:30-2:00pm ET
    (*) PFP Boot Camp: PFP Fundamentals and Professional Responsibilities - Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    Dirk Edwards
    November 3, 2014
    2:30-4:10pm ET
    (*) PFP Boot Camp: Tine Value of Money Concepts and Calculations - Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    November 5, 2014
    1-2:45pm ET
    The CPA’s Guide to Financial and Estate Planning
    Part 4: Essential Post-Mortem Planning Decisions

    Free (no CPE) | CPE
    Steve Siegel
    November 6, 2014
    1-2:45pm ET
    CPA/PFS Perspectives: Addressing Client Life Insurance Questions in your Practice

    Free (no CPE) | CPE
    Susan Bruno
    Marc Minker
    Susan Tillery
    Leonard Wright
    November 10, 2014
    1-2:45pm ET
    Year-End Financial and Tax Planning Strategies to Address ATRA and the Net Investment Income Tax

    Free (no CPE) | CPE
    Lisa Featherngill
    Bob Keebler
    Ted Sarenski
    Scott Sprinkle
    November 11, 2014
    11:30-2:00pm ET
    (*) PFP Boot Camp: Income Tax Planning -
    Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    November 11, 2014
    2:30-5:05pm ET
    (*) PFP Boot Camp: Estate and Charitable Planning -
    Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    November 12, 2014
    1-2:45pm ET
    CPA Financial Planning Thought Leadership: Investment Planning

    Free (no CPE) | CPE
    Lyle Benson (Moderator)
    Joanne Hagopian Scott Sprinkle
    Tom Trainor
    November 13, 2014
    1:30-2:30pm ET
    CPA Financial Planning Thought Leadership: Where the CPA Financial Planning Profession is Heading

    Registration coming soon!
    Randy Abeles
    Lyle Benson
    Ernest Clark Michael Goodman
    November 18, 2014
    11:30-2:00pm ET
    (*) PFP Boot Camp: Retirement Planning and Employee Benefits - Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    November 18, 2014
    2:30-5:15pm ET
    (*) PFP Boot Camp: Investment Planning -
    Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    November 24, 2014
    11:30-2:00pm ET
    (*) PFP Boot Camp: Insurance Planning -
    Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    December 4, 2014
    1-2:45pm ET
    Investment Tax Planning – Creating Tax Alpha

    Free (no CPE) | CPE
    Chris Benson
    Bob Keebler
    Scott Sprinkle
    December 16, 2014
    1-2:45pm ET
    CPA/PFS Perspectives on the Next Gerneration of CPA Financial Planners

    Free | Discounted CPE
    Marc Minker (Moderator)
    Chris Benson
    Clark M. Blackman
    Sarah Hughes
    David Oransky



    View PFP Webcasts Libraries: Practitioner Seminars and Consumer Series.

    Please send us an email with your suggestions for future webcast topics and presenters.



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