Personal Financial Planning Practice Management Events 

     

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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    7/20/2015WebcastThe CPA Financial Planning Firm of the Future
    Mark Astrinos, Chris Benson, David Oransky
    Practice Management; Personal Financial Planning
    6/29/2015PodcastSupreme Court Rules States Must Allow Same-Sex Marriage
    Tom Tillery
    Practice Management
    5/27/2015PodcastClients & Their Cognitive Decline
    Ted Sarenski
    Estate; Practice Management
    11/13/2014WebcastOutlook for the CPA Financial Planning Profession
    Lyle Benson
    Ernest Clark
    Michael Goodman
    Randy Abeles
    Practice ManagementThought Leadership
    11/6/2014WebcastAddressing Client Life Insurance Questions in your Practice
    Marc Minker
    Susan Bruno
    Susan Tillery
    Leonard Wright
    Practice ManagementCPA/PFS Perspectives
    8/28/2014WebcastBe in Demand: Building a Career as a CPA Personal Financial Planner
    Richard Joyner
    Practice Management
    7/15/2014WebcastBeing the Adviser of Choice
    Lyle Benson
    Clark Blackman
    Dirk Edwards
    Tom Trainor
    Practice ManagementThought Leadership
    6/9/2014WebcastThe Seamless Integration of CPA and RIA Firms
    Marc Minker
    Randy Abeles
    Jonathan Gassman
    Steve Levey
    Practice ManagementCPA/PFS Perspectives
    12/6/2013WebcastDo the New Personal Financial Planning Standards Apply to You?
    Clark Blackman
    Dirk Edwards
    Practice Management
    9/19/2013WebcastYou Are The Value! The Challenge to Know, Price and Sell Your Value
    Leo Pusateri
    Practice Management


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