Personal Financial Planning & CPA/PFS Webcasts 

    PFP section members, inclusive of PFS credential holders, receive 4 complimentary CPE-accredited PFP-Section sponsored webcasts on an annual basis as indicated below, including instructions on how to redeem^

    Access to the PFP Section sponsored event recordings and presentation materials is a benefit of membership. All content is added to the PFP learning library after the live event.

    PFP/PFS members may purchase CPE for other PFP-Section sponsored events for a discounted fee. If you attend many webcasts for CPE, save more 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.

    If you have a suggestion for topics/speakers, please submit to


    Upcoming Events




    Free with CPE for PFP/PFS members

    Free to everyone; no CPE offered

    Archived in PFP Learning Library

    December 9, 2015
    1-2:45pm ET
    The CPA's Guide to Financial and Estate Planning: The Leading Estate Planning Mistakes

    Presenter: Steve Siegel

    Discounted for PFP/PFS members

    January 6, 2016
    1-2:45pm ET
    Income Shifting with Trusts and Partnership

    Presenter: Robert Keebler
    Registration coming soon   ✓   ✓ 
    February 3, 2016
    1-2:45pm ET 
    The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly

    Presenter: Tom Tillery
    Registration coming soon       ✓ 
    February 24, 2016
    2-3:45pm ET  
    Income Tax Planning Opportunities Using Non-Grantor Trusts

    Presenters: Robert Keebler | Steve Oshins 
    Registration coming soon     
    April 27, 2016
    1-2:45pm ET 
    Later Life Planning: New Services to Offer Aging Clients

    Presenter: Marty Shenkman
    Registration coming soon   ✓  
    May 18, 2016
    1-2:45pm ET  
    Top 10 Financial and Planning Ideas
    Presenter: Robert Keebler
    Registration coming soon  ✓   
    June 29, 2016
    1-2:15pm ET 
    Using Trusts as the Designated Beneficiary of a Stretch IRA

    Presenter: Michael Kitces
    Registration coming soon      ✓ 
    August 17, 2016
    1-2:15pm ET
    Trends and Development in Long-Term Care Insurance

    Presenter: Michael Kitces
    Registration coming soon      ✓ 
    TBD Financial Planners: The New Quarterback of the Estate Planning Team

    Presenter: Martin Shenkman


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    ^To redeem your 4 complimentary CPE events
    1. Register for any or all of the four PFP Section-sponsored webcasts with complimentary CPE (up to 8 hours of CPE credit). Note that the specific events available with complimentary CPE are listed on our webcast calendar on the PFP site. The calendar is updated on a regular basis, and the PFP team is in the process of finalizing dates and times for these and all events.
    2. Add the event to the shopping cart and proceed with the order process. Don't forget to login to CPA2Biz with your AICPA or CPA2Biz username and password. If you encounter any problems registering, contact the AICPA Member Service Hotline if you at or 888.777.7077.

    View PFP Learning Library. Please send us an email with your suggestions for future webcast topics and presenters.

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