Personal Financial Planning

The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.

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The CPA/PFS: Helping you realize your dreams

Share this video on your website, social media or via email to help your clients and prospects appreciate the peace of mind that you bring as their CPA Personal Financial Specialist (CPA/PFS).

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