Personal Financial Planning & CPA/PFS Webcasts 


    PFP section members, inclusive of PFS credential holders, receive 4 complimentary CPE-accredited PFP-Section sponsored webcasts on an annual basis as indicated below, including instructions on how to redeem^

    Access to the PFP Section sponsored event recordings and presentation materials is a benefit of membership. All content is added to the PFP webcast library after the live event.

    PFP/PFS members may purchase CPE for other PFP-Section sponsored events for a discounted fee. If you attend many webcasts for CPE, save more and get unlimited access to these and 500+ webcasts with the AICPA Annual Webcast Pass. PFP/PFS members receive additional savings off the discounted AICPA member price.

    If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org



      Upcoming Events 

    Date/Time

    Title

    Presenter(s)

    May - June 2015 Series Rebroadcast:  From Tax Preparer to Financial Planner: The Road Best Traveled (Bundle Registration)

    Understanding the Value of Personal Financial Planning 
    (May. 21, 1-2:45pm ET)

    Moving from Tax Planning to Integrated Financial Planning
    (May 28, 1-2:15pm ET)

    The Practical Side of Investment Planning
    (June 2, 1-2:45pm ET)

    The Practical Side of Estate Planning
    (June 4, 1-2:30pm ET)

    The Practical Side of Retirement Planning
    (June 9, 1-2:30pm ET)

    The Practical Side of Risk Management & Insurance Planning
    (June 11, 1-2:30pm ET)

    Comprehensive Personal Financial Planning Case Study
    (June 18, 1-3:15pm ET)

    Randy Abeles

    Chris Benson

    Susan Bruno

    Michael Goodman

    Bob Keebler

    Ted Sarenski

    Steve Siegel

    Scott Sprinkle

    Dave Stolz

    Susan Tillery

    Tom Tillery


         
    May 6, 2015
    1-2:45pm ET
    Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies

    Free to PFP/PFS Members (without optional CPE) | Discounted CPE

    Bob Keebler
    Scott Sprinkle
    May 12, 2015
    1-2:45pm ET
    Decanting: Understanding the Income, Gift, Estate and GSTT Aspects

    CPE | *Free/no CPE
    *(for members only)
    Bob Keebler
    May 20, 2015
    1-2:15pm ET
    Expanding the Framework of Safe Withdrawal Rates

    Discounted CPE for PFP/PFS members
    Michael Kitces
    June 3, 2015
    1-2:45pm ET
    Practical Planning for Aging and Elder Issues

    Registration coming soon! (Free for everyone; no CPE offered)
    Jean-Luc Bourdon
    Dirk Edwards
    Jim Shambo
    June 5, 2015
    12-1:40pm ET
    Generation Skipping Transfer Tax: Theory and Advanced Applications

    Discounted CPE for PFP/PFS members
    Daniel L.Daniels
    June 10, 2015
    1-2:15pm ET
    Asset Allocation Glidepaths in Retirement

    Registration coming soon! (Free for PFP/PFS members with CPE^)
    Michael Kitces
    July 2015
    Communicating with Clients to have an Emotional Impact

    Registration coming soon! (Free for everyone; no CPE offered)
    July 8, 2015
    1-2:45pm ET
    Asset Protection (including Hybrid DAPTs)

    Registration coming soon!
    Bob Keebler
    Steve Oshins
    August 5, 2015
    1-2:45pm ET
    Practical Planning for Cash Flows and Withdrawal Strategies in Retirement

    Registration coming soon! (Free for everyone; no CPE offered)
    Michael Goodman
    Lori Luck
    Jim Shambo
    David Stolz
    August 19, 2015
    1-2:45pm ET
    The CPA's Guide to Financial and Estate Planning: Navigating Medicare and the Affordable Care Act

    Registration coming soon! (Free for PFP/PFS members with CPE^)
    Steve Siegel
    August 27, 2015
    1-2pm ET
     
    Planning for Spending in Retirement

    Registration coming soon! (Consumer Event - free to the public) 
    Jean Luc Bourdon
    Michael Goodman
    Lori Luck
    September 16, 2015
    1-2:45pm ET
    Aging & Incompetence: When Your Client Has Crossed the Line and What Next?

    Registration coming soon! (Free for PFP/PFS members with CPE^)
    Martin Shenkman
    October 21, 2015
    1-2:45pm ET
    The CPA's Guide to Financial and Estate Planning: How to Know Wills, Trusts and Other Legal Documents Meet Your Clients' Goals

    Registration coming soon!
    Steve Siegel
    October 2015 Year-End Financial and Tax Planning Strategies

    Registration coming soon! (Free for PFP/PFS members with CPE^)
    October 10, 2015 Year-End Financial and Estate Planning Strategies in Plain English

    Registration coming soon! (Consumer Event - free to the public)
    November 4, 2015
    1-2:45pm ET
    Practical Planning for Social Security and Healthcare in Retirement

    Registration coming soon! (Free for everyone; no CPE offered)
    Ted Sarenski
    Jim Shambo
    December 2015
    Dealing with the Speed and Change of Technology, Particularly Software Tools

    Registration coming soon! (Free for everyone; no CPE offered)
    December 9, 2015
    The CPA's Guide to Financial and Estate Planning: The Leading Estate Planning Mistakes

    Registration coming soon!
    Steve Siegel

    ^To redeem your 4 complimentary CPE events:
    1. Register for any or all of the four PFP Section-sponsored webcasts with complimentary CPE (up to 8 hours of CPE credit). Note that the specific events available with complimentary CPE are listed on our webcast calendar on the PFP site. The calendar is updated on a regular basis, and the PFP team is in the process of finalizing dates and times for these and all events.
    2. Add the event to the shopping cart and proceed with the order process. Don't forget to login to CPA2Biz with your AICPA or CPA2Biz username and password. If you encounter any problems registering, contact the AICPA Member Service Hotline if you at service@aicpa.org or 888.777.7077.

    View PFP Webcasts Libraries: Practitioner Seminars and Consumer Series.

    Please send us an email with your suggestions for future webcast topics and presenters.




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