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    Windows Into The Future

    Article In this e-column, Bob Veres outlines questions raised and addressed by his readers about the future of the advisory profession
    Published on June 03, 2014

    Take Charge of Your Financial Future

    Presentation In this web seminar, leading practitioners Jean-Luc Bourdon and Susan Bruno lead you through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams
    Published on January 11, 2013

    Our Journey 25 Years fo the Personal Financial Planning Division

    Overview Read about the past, present and future of the AICPA PFP Division in this book celebrating and commemorating our 25th anniversary
    Published on March 01, 2011

    2013 Series Take Charge Your Money. Your Life

    Webcast This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning.
    Published on July 01, 2014

    Long Term Care

    Audio This consumer-oriented web seminar audio presentation discusses issues relating to long term care and planning for future health care
    Published on August 08, 2012

    Message Points For Students and Emerging CPA Financial Planner Outreach

    Template This document contains message points for a presentation to a group of future CPAs
    Published on July 14, 2014

    Take Charge. Your Money. Your Life - Audio

    Audio Jean-Luc Bourdon and Susan Bruno lead you through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams
    Published on July 01, 2014

    Long Term Care

    Presentation This consumer-oriented web seminar presentation discusses issues relating to long term care and planning for future health care
    Published on August 08, 2012

    Financial Decisions Guide

    Article Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which you should be aware
    Published on May 17, 2013

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations
    Published on August 14, 2014

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