Our web seminars 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 all web seminars FREE without optional CPE. CPE may be purchased for a nominal fee, discounted for PFP/PFS members.
Missed a web seminar? Don’t worry! Access the recording and presentation materials in the
PFP web seminar library.
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Upcoming Events Free to PFP/PFS Members
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June 19, 2013
1:00-2:30pm ET |
Advertising and SEC Examinations: What CPA Financial Planners Need to Know
Presenter: Ellen Bruno
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June 25, 2013
1:00-2:45pm ET |
Investment Tax Planning: What CPA Financial Planners Need to Know to Advise Individual Clients
Presenter: Bob Keebler
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July 10, 2013
1:00-2:00pm ET |
Should You Trust a Trust as an IRA Beneficiary?
Presenter: Mary Kay Foss
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July 11, 2013
1:00-2:15pm ET |
Planning after ATRA: Advanced Income Tax Strategies for the Mass Affluent In 2013 And Beyond
Presenter: Michael Kitces
Registration coming soon! |
July 15, 2013
1:00-2:45pm ET |
Financial Planning and Tax Considerations for Non-Traditional Couples
Presenters: Robin Knowles and Jonathan Horn |
July 17, 2013
1:00-2:00pm ET |
Impact of the New 3.8% Tax on Net Investment Income on Individuals and Pass-Through Entities
Presenter: Carolyn Turnbull
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July 18, 2013
1:00-2:15pm ET |
Planning after ATRA: Estate Planning for Mass Affluent in 2013 and Beyond
Presenter: Michael Kitces
Registration coming soon! |
July 31, 2013
1:00-2:00pm ET
(Consumer-oriented) |
Plan Before You Borrow: What You Should Know about Planning for College Education
Series: Take Charge. Your Money. Your Life.
Presenter: Kara Kessinger
Registration coming soon! |
August 6, 2013
1:00-2:45pm ET |
Defend Your Business Against Hacking, Phishing, and Spoofing Attacks
Presenter: Bill Winterberg
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August 22, 2013
3:00-4:00pm ET |
PFP Power Hour: Making the Most of Your PFP Section Membership
Presenters: Jean-Luc Bourdon and Ted Sarenski
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Web Seminar Series: The CPA’s Guide to Financial and Estate Planning
Part 1: August 16, 1:00-2:45pm ET
Part 2: September 19, 1:00-2:45pm ET
Part 3: October 31, 1:00-2:45pm ET
Part 4: November 21, 1:00-2:45pm ET
Presenter: Steve Siegel |
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View PFP Web Seminar Libraries: Practitioner Seminars and Consumer Series.
Please send us an email with your suggestions for future web seminar topics and presenters.