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

May 4, 2016
1-2:15pm ET
Gaining Confidence and Building Rapport in Client Meetings

Presenters: Richard Joyner | Jean-Luc Bourdon
Register   ✓  ✓ 
May 17, 2016
11-12:45pm ET
Proactive Planning: Opportunities from Your Client's Form 1040

Presenters: Robert Keebler | Brooke Salvini 
Register     ✓ 
May 18, 2016
1-2:45pm ET  
Top Financial and Tax Planning Ideas
 
Presenter: Robert Keebler
Register ✓   
June 29, 2016
1-2:15pm ET 
Trusts as Beneficiary of IRAs

Presenter: Michael Kitces
Registration coming soon      ✓ 
July 20, 2016
1-2:45pm ET 
Retirement Planning for the Business Owner

Presenter: Jimmy Williams
Registration coming soon       
August 17, 2016
1-2:15pm ET
Trends and Development in Long-Term Care Insurance

Presenter: Michael Kitces
Registration coming soon      ✓ 
September 28, 2016
1-2:45pm ET 
The CPA’s Guide to Financial and Estate Planning

Presenter: Steve Siegel
 Registration coming soon ✓     
October 19, 2016
1-2:45pm ET 
Estate Planning for the 99%

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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