Personal Financial Planning Events 

     

    Welcome to the Personal Financial Planning event section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    8/27/2015WebcastPlanning for Spending in Retirement
    Michael Goodman, Lori Luck, David Stolz
    Retirement; Personal Financial Planning
    8/26/2015PodcastAdvising Clients During Market Uncertainty
    Lori Luck, David Stolz
    Personal Financial Planning
    8/24/2015WebcastNavigating Medicare and the Affordable Care Act
    Steve Siegel
    Estate; Retirement; Personal Financial PlanningThe CPA's Guide to Financial and Estate Planning
    7/20/2015WebcastThe CPA Financial Planning Firm of the Future
    Mark Astrinos, Chris Benson, David Oransky
    Practice Management; Personal Financial Planning


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