CPE & Events

    PFP Webcast Library 

    Welcome to the webcast library! Click on any of the topics below to access related webcast recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

    As a PFP Section member benefit, you have unlimited access to all of the webcast recordings and presentation materials. If you are not yet a member, click here to join.

    View our upcoming webcasts | consumer-oriented webcasts | PFP Power Hour Update libraries.

    View our Podcast library of recorded events and presentations from top experts.


    Recent Events

    2/5/15 First Quarter Sophisticated Tax and Investment Planning Strategies
    12/16/14 CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    12/4/14 Investment Tax Planning – Creating TAX ALPHA™
    12/3/14 The Most Common Estate Planning Mistakes – and How to Avoid Them
    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession

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    Personal Financial Planning CPE & Events

    Webcast Our webcasts, conferences and audio streams give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers.
    Published on April 24, 2015

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast 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.
    Published on April 24, 2015

    Proactive Planning How Your Peers Are Advising Their Individual Clients in 2014

    Webcast A panel of experts will lead practitioners through a discussion on post-ATRA planning
    Published on April 24, 2015

    Evaluating Existing Variable Annuities What Every Advisor Needs to Know

    Webcast In this webcast, the presenter will provide you with an understanding of: the importance of cash, surrender, death, and other values associated with an annuity
    Published on April 24, 2015

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on April 24, 2015

    Retirement Planning and Issues Related to Aging

    Webcast In this webcast, a panel of CPA/PFS credential holders examine a number of retirement planning issues and strategies as well as considerations for aging clients.
    Published on April 24, 2015

    Advanced Financial Planning Strategies Using Roth IRAs

    Webcast During this webcast you will learn about Roth IRA strategies.
    Published on April 24, 2015

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
    Published on April 24, 2015

    P. Thomas Austin PFP Division Scholarship

    Application This scholarship will cover the registration fee and travel expenses of an emerging CPA to attend the 2015 Advanced Estate Planning Conference.
    Published on April 24, 2015

    The Mathematics of Portability

    Webcast In this webcast, you will learn how Congress significantly changed estate taxation using Portability.
    Published on April 23, 2015

    PFP Consumer Webcast Library

    Webcast A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
    Published on April 23, 2015

    Defend Your Business Against Hacking, Phishing, and Spoofing Attacks

    Webcast Bill Winterberg discusses best practices in protecting client’s personal and financial information in this webcast recording.
    Published on April 13, 2015

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs.   Join Lee Slavutin as he shares the key considerations to address with your clients now.
    Published on April 13, 2015

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
    Published on April 03, 2015

    Investment Tax Planning Creating TAX ALPHA

    Webcast In this webcast, a panel of CPA financial planners will discuss tax savings strategies to increase the value in a client’s investment portfolio.
    Published on April 02, 2015

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