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2023 Best Financial Planning Ideas for Your Clients
Personal Financial Planning

2023 Best Financial Planning Ideas for Your Clients

Leading CPA financial partners share how they’re planning to tackle the year ahead to best serve their clients.

$0 - $131
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Feb 13, 2023

NASBA Field of Study

Specialized Knowledge



CPE Credits



Lyle K. Benson, Michael Goodman, Scott Sprinkle, Sue Stevens


3 months

Product Number


 Business & partner 
Product Details

Financial planning strategies for 2023

Rising interest rates, high inflation, market volatility, and uncertain times call for greater client proactivity and different planning strategies.

Hear how leading CPA financial partners are preparing for the year ahead in topics areas such as:

  • What they are doing as a result of tax legislative changes
  • How they are continuing to deepen relationships and elevate the experience for their clients

Key Areas

Also hear about financial planning strategies they are considering for clients in the areas of:

  • Tax
  • Estate
  • Retirement
  • Investments
  • Risk management
  • Charitable planning
  • Education planning

Key Topics

  • Determine planning techniques to consider for individual clients
  • Understand tax law changes relevant to individual clients

Learning Outcomes

  • Identify ideas in the areas of tax, retirement, estate, investment, and risk management planning to consider for your clients in the year ahead.
  • Determine the latest with tax law changes that affect individuals.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Credit Info
CPE Credits
NASBA Field of Study
Specialized Knowledge
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

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6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Lyle K. Benson
Lyle is President and Founder of L. K. Benson & Company, a CPA financial planning firm in Baltimore, Maryland, specializing in personal financial planning, tax and investment advisory services for high income individuals and families as well as corporate executives and entrepreneurial, closely held business owners. He is a past chair of the AICPA PFP Executive Committee, Co-Chair and Founder of AICPA PFP Summit, Chair and Founder of the Athena Study Group, and is a member of the Wolters Kluwer Financial and Estate Planning Advisory Board.
Michael Goodman
Michael Goodman is the Founder and President of Wealthstream Advisors, Inc. As the company’s leader, he spearheads business development, designs and implements the firm’s strategic direction, and builds and manages client relationships. His passion is helping Wealthstream’s clients articulate their financial goals, then helping them find solutions and build plans in order to reach those goals. Wealthstream Advisors offers each client an integrated and personalized approach to financial planning and investment management alongside a commitment to the highest standards of quality and integrity. Michael is an active member of the American Institute of CPAs and has held many different leadership positions.
Scott Sprinkle
Scott K. Sprinkle is a co-founder and managing member of Sprinkle & Associates LLC and Sprinkle Financial Consultants LLC. He has 25+ of experience serving high net worth individuals and family offices. His areas of expertise include investment consultation and management, estate & wealth planning, income tax planning, retirement planning, compensation and benefits consulting, individual cash flow management, insurance and survivors' needs, college and dependent funding. He has served in many volunteer roles with the AICPA including chair of the Investment Committee, chair of the ENGAGE and Advanced PFP conferences, and member Council and the Personal Financial Planning Executive Committee.
Sue Stevens
Sue earned an MBA from the Booth School of Business at the University of Chicago and she holds a master’s degree in wealth management from The College for Financial Planning. In addition, Sue is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy and a Chartered Financial Analyst charterholder. Sue founded and led Stevens Wealth Management prior to joining Buckingham. She is also the founder of Stevens Visionary Strategies where she is publishing several books in the Dreams of WealthTM series and previously has had leadership roles at Morningstar, Vanguard and Arthur Andersen.

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2023 Best Financial Planning Ideas for Your Clients
Feb 13, 2023
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Feb 13, 2023
6pm8pm GMT
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