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  Audio
Investment CPA/PFS Perspectives Podcast
Practice Management  Consumer Events Video
Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled Webcast
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  
     



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60d8b022-39a6-4e8e-a717-ad4bee00ae11 

Date
Event Type
Event Name
SpeakerFilter
Topic
Series
4/19/2017PodcastQ1 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Tax
3/27/2017PodcastThe Latest on Social Security
Ted Sarenski
Retirement
3/8/2017PodcastBanish Burnout: Boost Your Personal Efficiency, Effectiveness & Energy
Maria Marsala
Practice Management
3/8/2017PodcastBanish Burnout: Increasing Your Personal Energy
Maria Marsala
Practice Management
2/27/2017WebcastProtecting Your Clients from Financial Fraud and Abuse
Martin Shenkman, Jim Sullivan, Randy Wolverton
Retirement
2/10/2017AudioTaxpayer Memory Loss Excuses Rollover Failure
Robert Keebler
Estate
2/8/2017WebcastSuccess Tips for Young CPAs and Financial Planners
Michael Goodman, Mark Astrinos, David Oransky
Personal Financial Planning
2/6/2017PodcastIncome Taxation of Trusts & Estates Made Easy
Robert Keebler
Tax
2/6/2017PodcastDisclosure Requirements Under the Proposed 2704 Regulations
Robert Keebler
Tax
1/20/2017PodcastQ4 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Tax


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