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.

    View recent events in the table below or 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  Podcast
    Investment CPA/PFS Perspectives Video 
    Practice Management  Consumer Events Webcast
    Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled  
    Retirement Planning After the American Taxpayer Relief Act  
    Risk Management PFP Power Hour  
    Tax Statement on Standards in Personal Financial Planning Services  
      The CPA’s Guide to Financial and Estate Planning  
    Thought Leadership  
      Understanding Safe Withdrawal Rates  

    Page 1 2 3 4 5 >> Showing results 1 - 10 of 142


    Event Type
    Event Name
    11/19/2015WebcastPractical Planning for Social Security and Healthcare in Retirement
     Ted Sarenski, Jim Shambo
    RetirementThought Leadership
    11/13/2015WebcastEstate, Tax and Financial Planning: New Ideas To Address with Your Clients
    Lisa Featherngill, Stephen Bigge
    Estate; Personal Financial Planning; Tax
    11/12/2015PodcastTechnology as a Relationship Gateway
    Michael Goodman, Bill Winterberg
    Practice Management
    11/6/2015WebcastProfitably Evolve & Grow Your Firm with Robo-Technology
    Deborah Fox
    Practice Management
    11/4/2015PodcastCybersecurity and Financial Services
    David Blane
    Practice Management
    10/28/2015PodcastCongress Eliminates Social Security “File-and-Suspend” Strategy
    Ted Sarenski
    10/27/2015WebcastThe Life Planning Perspective: An Interview with George Kinder
    George Kinder, David Oransky
    Personal Financial Planning
    10/26/2015PodcastAdvising Clients on Avoiding 529 Plan Pitfalls
    Deborah Fox
    Personal Financial Planning
    10/21/2015WebcastHow to Know Estate Planning Documents Meet Your Clients Needs
    Steve Siegel
    EstateThe CPA's Guide to Financial and Estate Planning
    10/19/2015PodcastLeadership Update
    Lyle Benson, Dan Thomas
    Personal Financial Planning

    Page 1 2 3 4 5 >> Showing results 1 - 10 of 142
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