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. 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.

    Click here to see our upcoming webcasts or our consumer-oriented webcasts

    View our PFP Power Hour Update library.

    Recent Events

    7/15/14 CPA Financial Planning Thought Leadership: Being the Advisor of Choice
    7/14/14 Financial Planning and Tax Considerations for Same-Sex Couples
    7/8/14 Advanced Financial Planning Strategies Using Roth IRAs
    6/18/14 A Qualitative Approach to the 1040
    6/13/14 The Mathematics of Portability

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    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 July 29, 2014

    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 July 28, 2014

    2014 Series Take Charge Your Money. Your Life.

    Webcast A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners.
    Published on July 28, 2014

    Your Retirement A Goal or a Dream - Handout

    Presentation Join CPA financial planner Christine Romsdahl, CPA/PFS in this free one-hour webcast to understand what you need to be doing to take your retirement from a dream in your head to an achievable goal.
    Published on July 28, 2014

    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 July 27, 2014

    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 July 27, 2014

    Insurance Analysis and Implementation - Audio

    Audio Join Lee Slavutin in this web seminar as he shares the key considerations to address with your clients. CPAs are in the best position to meet clients' insurance planning needs. The most successful practitioners first develop an understanding of a client’s financial goals and gather the necessary data to determine
    Published on July 27, 2014

    CPA Financial Planning Thought Leadership Being the Adviser of Choice - Handout

    Presentation A panel of thought leaders share their perspectives on CPA's and their expanded service offerings beyond tax compliance to address and plan for all aspects of client’s financial lives.
    Published on July 27, 2014

    Retirement Planning and Issues Related to Aging - Handout

    Presentation 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 July 27, 2014

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

    Presentation A panel of experts will lead practitioners through a discussion on post-ATRA planning
    Published on July 27, 2014

    The Fiscal Cliff What It Means for You - handout

    Presentation A presentation on the Fiscal Cliff and what this means to you.
    Published on July 27, 2014

    Take Charge Plan Now for 2013 Planning Tips - Handout

    Presentation Learn strategies to implement before Dec. 31, 2012 to avoid missing crucial opportunities to protect your nest egg and increase your net worth.
    Published on July 27, 2014

    Start Your Money Plan - Handout

    Presentation In this web seminar presentation, Mackey McNeill leads a consumer-oriented discussion on using the tax return for financial planning in plain English.
    Published on July 27, 2014

    Policy Valuation

    Overview CPAs are in the best position to meet clients' insurance planning needs. The most successful practitioners first develop an understanding of a client’s financial goals and gather the necessary data to determine how insurance needs best fit into the holistic financial plan. Join Lawrence Brody as he shares the key
    Published on July 27, 2014

    Life Insurance Trusts

    Overview Join Lee Slavutin as he shares the key considerations to address with your clients reviewing pitfalls to avoid in life insurance trusts.
    Published on July 27, 2014

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