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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Event Type
Event Name
7/6/2016AudioAudio Clip: IRS Waives 60-Day Rollover Requirement
Robert Keebler
Personal Financial Planning
6/27/2016PodcastAdvising Clients on the Impact of Brexit
Michael Goodman, Scott Sprinkle
Investment; Personal Financial Planning
6/20/2016PodcastCybersecurity – What CPA Financial Planners Need to Know
Michael Goodman, Wes Stillman
Personal Financial Planning; Practice Management
6/3/2016AudioAudio Clip: Spouse May Not Rollover Community Property Interest in IRA
Robert Keebler
Personal Financial Planning
6/1/2016AudioAudio Clip: LISI 60-Second Planner
Robert Keebler
Personal Financial Planning
5/18/2016WebcastTop Financial and Tax Planning Ideas
Robert Keebler
Personal Financial Planning; Tax
2/3/2016WebcastThe Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly
Tom Tillery
Personal Financial Planning; Risk Management
2/1/2016PodcastKey Takeaways from the 2016 Advanced PFP Conference
Scott Sprinkle, Mark Astrinos, Karen Goodfriend, Ted Sarenski
Personal Financial Planning
12/17/2015PodcastDigital Advice Delivery Strategies for Your Financial Planning Practice
Michael Kitces, Bill Winterberg
Personal Financial Planning
11/13/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your Clients
Lisa Featherngill, Stephen Bigge
Estate; Personal Financial Planning; Tax

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