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.

As a PFP/PFS member benefit, you have unlimited access to all recordings and presentation materials in the PFP Learning Library. If you are not yet a member, click here to join.

View upcoming learning events | View consumer-oriented learning events | Return to PFP Learning Library

Page 1 Showing results 1 - 6 of 6


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

Page 1 Showing results 1 - 6 of 6
Show results per page

Copyright © 2006-2016 American Institute of CPAs.