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 or access the audio recording on the AICPA TV channel.

    If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org



      Upcoming Events - Free to PFP/PFS members except for discounted premium content marked with an (*) 

    Date/Time

    Title

    Presenter(s)

    May - June 2015 Series Rebroadcast:  From Tax Preparer to Financial Planner: The Road Best Traveled (Bundle Registration)

    Understanding the Value of Personal Financial Planning 
    (May. 21, 1-2:45pm ET)

    Moving from Tax Planning to Integrated Financial Planning
    (May 28, 1-2:15pm ET)

    The Practical Side of Investment Planning
    (June 2, 1-2:45pm ET)

    The Practical Side of Estate Planning
    (June 4, 1-2:30pm ET)

    The Practical Side of Retirement Planning
    (June 9, 1-2:30pm ET)

    The Practical Side of Risk Management & Insurance Planning
    (June 11, 1-2:30pm ET)

    Comprehensive Personal Financial Planning Case Study
    (June 18, 1-3:15pm ET)

    Randy Abeles

    Chris Benson

    Susan Bruno

    Michael Goodman

    Bob Keebler

    Ted Sarenski

    Steve Siegel

    Scott Sprinkle

    Dave Stolz

    Susan Tillery

    Tom Tillery


         
    April 23, 2015
    1-2:45pm ET
    Tax Power Hour: Annual Tax Season Debrief

    CPE | *Free/no CPE
    *(for members only)
    Town Hall Format
    May 6, 2015
    1-2:45pm ET
    Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies

    Free to PFP/PFS Members (without optional CPE) | Discounted CPE

    Bob Keebler
    Scott Sprinkle
    May 12, 2015
    1-2:45pm ET
    Decanting: Understanding the Income, Gift, Estate and GSTT Aspects

    CPE | *Free/no CPE
    *(for members only)
    Bob Keebler
    May 20, 2015
    1-2:15pm ET
    Expanding the Framework of Safe Withdrawal Rates

    Registration coming soon!
    Michael Kitces
    June 3, 2015
    1-2:45pm ET
    Practical Planning for Aging and Elder Issues

    Registration coming soon!
    Jean-Luc Bourdon
    Dirk Edwards
    Jim Shambo
    June 10, 2015
    1-2:15pm ET
    Asset Allocation Glidepaths in Retirement

    Registration coming soon!
    Michael Kitces
    July 2015
    Communicating with Clients to have an Emotional Impact

    Registration coming soon!
    July 8, 2015
    1-2:45pm ET
    Asset Protection (including Hybrid DAPTs)

    Registration coming soon!
    Bob Keebler
    Steve Oshins
    August 5, 2015
    1-2:45pm ET
    Practical Planning for Cash Flows and Withdrawal Strategies in Retirement

    Registration coming soon!
    Michael Goodman
    Lori Luck
    Jim Shambo
    David Stolz
    August 19, 2015
    1-2:45pm ET
    The CPA's Guide to Financial and Estate Planning: Navigating Medicare and the Affordable Care Act

    Registration coming soon! 
    Steve Siegel
    September 16, 2015
    1-2:45pm ET
    Aging & Incompetence: When Your Client Has Crossed the Line and What Next?

    Registration coming soon!
    Martin Shenkman
    October 21, 2015
    1-2:45pm ET
    The CPA's Guide to Financial and Estate Planning: How to Know Wills, Trusts and Other Legal Documents Meet Your Clients' Goals

    Registration coming soon!
    Steve Siegel
    October 2015 Year-End Financial and Tax Planning Strategies

    Registration coming soon!
    November 4, 2015
    1-2:45pm ET
    Practical Planning for Social Security and Healthcare in Retirement

    Registration coming soon!
    Ted Sarenski
    Jim Shambo
    December 2015
    Dealing with the Speed and Change of Technology, Particularly Software Tools

    Registration coming soon!
    December 2015
    The CPA's Guide to Financial and Estate Planning: The Leading Estate Planning Mistakes

    Registration coming soon!



    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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