Personal Financial Planning & CPA/PFS Webcasts 


    PFP section members, inclusive of PFS credential holders, receive 4 complimentary CPE-accredited PFP-Section sponsored webcasts on an annual basis as indicated below, including instructions on how to redeem^

    Access to the PFP Section sponsored event recordings and presentation materials is a benefit of membership. All content is added to the PFP learning library after the live event.

    PFP/PFS members may purchase CPE for other PFP-Section sponsored events for a discounted fee. If you attend many webcasts for CPE, save more 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.

    If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org

     

    Upcoming Events

    Date/Time

    Title

    Registration

    Free with CPE for PFP/PFS members

    Free to everyone; no CPE offered

    Archived in PFP Learning Library

    September 16, 2015
    1-2:45pm ET
    Aging and Incapacity: CPAs Role in Advising Aging Clients

    Presenter: Martin Shenkman

    Register

     
    October 19, 2015
    1-2pm ET
    Estate, Tax and Financial Planning: New Ideas To Address with Your CPA

    Presenters: Lisa Featherengill | Martin Shenkman

    Register

       
    (Invite your clients to the free consumer webcast)
    ✓ 
    October 21, 2015
    1-2:45pm ET
    The CPA's Guide to Financial and Estate Planning: How to Know Estate Planning Documents Meet Your Clients' Goals

    Presenter: Steve Siegel

    Register

     

     
    October 27, 2015
    1-2:15pm ET
    The Life Planning Perspective: An Interview with George Kinder

    Presenters: George Kinder |  David Oransky

    Register

        
    (Invite your clients to the free consumer webcast)
     ✓
    October 2015 Year-End Financial and Tax Planning Strategies

    Presenter: TBD

    Registration coming soon!

     
    November 4, 2015
    1-2:30pm ET
    Practical Planning for Social Security and Healthcare in Retirement

    Presenters: Ted Sarenski | Jim Shambo

    Register

      ✓ 
    November 13, 2015
    1:30-3:15pm ET
    Estate, Tax and Financial Planning: New Ideas to Address with Your Clients

    Presenters: Lisa Featherengill | Martin Shenkman
     Registration coming soon!  

    December 9, 2015
    The CPA's Guide to Financial and Estate Planning: The Leading Estate Planning Mistakes

    Presenter: Steve Siegel

    Registration coming soon!

     

     

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    ^To redeem your 4 complimentary CPE events
    :
    1. Register for any or all of the four PFP Section-sponsored webcasts with complimentary CPE (up to 8 hours of CPE credit). Note that the specific events available with complimentary CPE are listed on our webcast calendar on the PFP site. The calendar is updated on a regular basis, and the PFP team is in the process of finalizing dates and times for these and all events.
    2. Add the event to the shopping cart and proceed with the order process. Don't forget to login to CPA2Biz with your AICPA or CPA2Biz username and password. If you encounter any problems registering, contact the AICPA Member Service Hotline if you at service@aicpa.org or 888.777.7077.

    View PFP Learning Library. Please send us an email with your suggestions for future webcast topics and presenters.



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