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)

    Jan 17-18, 2015 From Tax Preparer to Personal Financial Planner: The Road Best Traveled
    • Step 1: Understanding the Value of PFP (Archive)
    • Step 2: Moving from Tax Planning to Integrated PFP (Archive)
    • 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 24, 2014
    11:30-2:00pm ET
    (*) PFP Boot Camp: Insurance Planning -
    Virtual Group Study rebroadcast

    Entire Online Series | Individual Class
    Tom Tillery
    December 3, 2014
    3:00-5:00pm ET
    The Most Common Estate Planning Mistakes – and How to Avoid Them

    CPE Registration
     
    Jere Doyle
    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 Generation of CPA Financial Planners

    Free (no CPE) | 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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