Personal Financial Planning Learning Library 

     
    Welcome to the Personal Financial Planning (PFP) learning library! As a PFP Section member benefit, you have unlimited access to all of the webcast/podcast/video recordings and presentation materials. If you are not yet a member, click here to join.

    You can see all our webcasts, podcasts and video below, or click on the links below to browse by topic or series. Click on the Event Name to access related webcast/podcast/video recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

    Return to upcoming events.

    Browse by Topic  Browse by Series  Browse by Type
    Estate Advanced PFP Series   Webcast
    Investment CPA/PFS Perspectives  Podcast
    Practice Management From Tax Preparer to Financial Planner: The Road Best Traveled  Video
    Personal Financial Planning Planning After the American Taxpayer Relief Act  
    Retirement PFP Power Hour  
    Risk Management Statement on Standards in Personal Financial Planning Services  
    Tax Thought Leadership  
      Understanding Safe Withdrawal Rates  
      The CPA’s Guide to Financial and Estate Planning  



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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    8/31/2015PodcastTen Tax Planning Ideas in a Down Market
    Robert Keebler
    Tax
    8/27/2015WebcastPlanning for Spending in Retirement
    Michael Goodman, Lori Luck, David Stolz
    Personal Financial Planning; RetirementConsumer
    8/26/2015PodcastAdvising Clients During Market Uncertainty
    Lori Luck, David Stolz
    Personal Financial Planning
    8/25/2015PodcastAdvising Clients on Dissolving Family Limited Partnerships and LLCs
    Martin Shenkman
    Estate; Tax
    8/25/2015PodcastEstate and Tax Planning Opportunities Under IRC §2701
    Bob Keebler, Todd Angkatavanich
    Estate; Tax
    8/24/2015WebcastNavigating Medicare and the Affordable Care Act
    Steve Siegel
    Estate; Retirement; Personal Financial PlanningThe CPA's Guide to Financial and Estate Planning
    8/18/2015PodcastRetirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes
    Ted Sarenski
    Retirement
    8/5/2015WebcastPractical Planning for Cash Flows & Withdrawal Strategies in Retirement
    James Shambo
    Michael Goodman
    Lori Luck
    David Stolz
    RetirementThought Leadership
    7/30/2015PodcastTermination of an Insurance Trust
    Martin Shenkman
    Estate; Risk Management
    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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