CPA Financial Planning Thought Leadership Events 


Welcome to the CPA Financial Planning Thought Leadership Series section of the PFP Learning Library! Click below to access all of our webcast/podcast/video recordings and presentation materials.

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Event Type
Event Name
11/19/2015WebcastPractical Planning for Social Security and Healthcare in Retirement
 Ted Sarenski, Jim Shambo
RetirementThought Leadership
8/5/2015WebcastPractical Planning for Cash Flows & Withdrawal Strategies in Retirement
James Shambo, Michael Goodman, Lori Luck, David Stolz
RetirementThought Leadership
6/3/2015WebcastPractical Planning for Aging and Elder Issues
Jim Shambo, Dirk Edwards, Jean-Luc Bourdon
RetirementThought Leadership
11/13/2014WebcastOutlook for the CPA Financial Planning Profession
Lyle Benson, Ernest Clark, Michael Goodman, Randy Abeles
Practice ManagementThought Leadership
11/12/2014WebcastInvestment Planning
Lyle Benson, Joanne Hagopian, Scott Sprinkle, Tom Trainor
InvestmentThought Leadership
7/15/2014WebcastBeing the Adviser of Choice
Lyle Benson, Clark Blackman, Dirk Edwards, Tom Trainor
Practice ManagementThought Leadership

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