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    Policy Valuation

    Overview CPAs are in the best position to meet clients' insurance planning needs. The most successful practitioners first develop an understanding of a client’s financial goals and gather the necessary data to determine how insurance needs best fit into the holistic financial plan. Join Lawrence Brody as he shares the key
    Published on July 27, 2014

    The Impact of Market Valuation on Safe Withdrawal Rates

    Audio In this session, we will explore the problems with the so-called “Timing Paradox” of safe withdrawal rates, and how incorporating market valuation into the analysis can provide more consistent retirement income recommendations
    Published on October 02, 2012

    The Impact of Market Valuation on Safe Withdrawal Rates

    Presentation In this presentation, we will explore the problems with the so-called “Timing Paradox” of safe withdrawal rates, and how incorporating market valuation into the analysis can provide more consistent retirement income recommendations
    Published on October 02, 2012

    Retirement Risk, Rising Equity Glidepaths, and Valuation-Based Asset Allocation

    White Paper Research paper from Michael Kitces and Wade Pfau.
    Published on November 10, 2014

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs.   Join Lee Slavutin as he shares the key considerations to address with your clients now.
    Published on April 13, 2015

    Safe Withdrawal Rates

    Overview These resources will help CPA financial planners understand factors to be considered in the decision-making process with clients.
    Published on November 13, 2014

    Understanding Safe Withdrawal Rates

    Webcast Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
    Published on September 12, 2014

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on December 08, 2014

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation.
    Published on April 13, 2015

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