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 financialplanning@aicpa.org

 

Upcoming Events

Date/Time

Title

Registration

Free with CPE for PFP/PFS members

Free to everyone; no CPE offered

Archived in PFP Learning Library

August 17, 2016
1-2:15pm ET
Trends and Development in Long-Term Care Insurance

Presenter: Michael Kitces
Register     ✓ 
August TBD Life Transitions After Retirement: Part 1 Registration coming soon   ✓   
September 7, 2016
3-4:45pm ET  
Protecting Yourself from Your Future Ex-Spouse

Presenter: Daniel Rubin 
Register        ✓ 
September 21, 2016
1-2:45pm ET
Using Charitable Trusts to Avoid Capital Gains Taxes & the 3.8% Surtax

Presenter: Robert Keebler 
 Register     ✓ 
September 28, 2016
1-2:45pm ET 
The CPA’s Guide to Financial and Estate Planning: Estate Planning for the 99%

Presenter: Steve Siegel
 Registration coming soon ✓     ✓ 
October 19, 2016
11-12:45pm ET 
The CPA’s Guide to Financial and Estate Planning: Post-Mortem Planning

Presenter: Steve Siegel
Registration coming soon        
October TBD Proactive Planning for Year-End       ✓  
October TBD Life Transitions After Retirement: Part 2 Registration coming soon     ✓    
November 1, 2016
1-2:45pm ET 
Social Security - The Safety Net

Presenter: Ted Sarenski
Registration coming soon       ✓ 
November TBD The CPA’s Guide to Financial and Estate Planning: Tax Planning with Life Insurance

Presenter: Steve Siegel
      ✓  
December TBD The CPA’s Guide to Financial and Estate Planning: Divorce Taxation

Presenter: Steve Siegel 
       ✓ 
December TBD Success Tips for Young Advisers       ✓  

 

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^To redeem your 4 complimentary CPE events
: (Please note: 3 of the 4 free CPE webcasts have passed and one is left for 2016; there will be four more in 2017.)

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



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