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 learning 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


Upcoming Events




Free with CPE for PFP/PFS members

Free to everyone; no CPE offered

Archived in PFP Learning Library

August 23,  2017
1-2pm ET
Is Your Firm Overlooking Millennial Clients?

Presenter: Mark Astrinos
Register    ✓ ✓ 
August 30, 2017
1-2:15pm ET  

Advising "Sandwich Generation" Clients on Balancing Support for Parents and Children

Presenter:  Gina Chironis

Register      ✓
September 20, 2017
1-2:45pm ET 
The Adviser's Guide to Estate and Financial Planning - Planning for the 99%

Presenter: Steve Siegel 
 Registration coming soon ✓   
September 27, 2017
1-2:15pm ET 
The Crazy World of Health Care - Planning for Changes in the ACA

Presenter: Carolyn McClanahan
October 18, 2017
1-2:45pm ET 
The Adviser's Guide to Estate and Financial Planning - Portability: An Estate Planning Game Changer

Presenter: Steve Siegel 
Registration coming soon       ✓
October 24, 2017
1-2:45pm ET 
Critical IRA Planning Issues

Presenter: Robert Keebler
 Registration coming soon     ✓    ✓ 
October 2017  Year-end Planning (Consumer Event)

Presenter: TBD 
 Registration coming soon    ✓
November 1,
1-2:45pm ET  
The Adviser's Guide to Estate and Financial Planning - Asset Protection Planning

Presenter: Steve Siegel  
Registration coming soon     
November 2,
1-2:45pm ET  
Proactive Year-end Planning

Presenters: Robert Keebler, Scott Sprinkle
Registration coming soon   ✓ 
November 27,
1-2:45pm ET  
The Adviser's Guide to Estate and Financial Planning - Business Succession Planning

Presenter: Steve Siegel 
 Registration coming soon  
December 2017   Helping Clients Choose Between Retirement & Education Planning

Presenter: David Stolz 
Registration coming soon       ✓

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^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 or 888.777.7077.

View PFP Learning Library. Please send us an email with your suggestions for future webcast topics and presenters.


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