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

June 28, 2017
1-2:15pm ET 
Evaluating Existing Variable Annuities: What Every Adviser Needs to Know

Presenter: Michael Kitces
Register    
July 19, 2017
1-2:15pm ET 
Taking a Fresh Look at Reverse Mortgages

Presenter: Michael Kitces
Register      
July 26 2017
1-2:45pm ET 
Financial Planning and Tax Implications of Retirement Plans

Presenter: Robert Keebler
Register    
August 11, 2017
11-12pm ET 
What to Do When Cancer Changes Your Financial Plans

Presenters: Leonard Lichtenfeld, Martin Shenkman
Register   ✓ 
August 16, 2017
1-2:15pm ET 
Working Effectively with Emotional Clients
 
Presenters: Ted Sarenski, Jean-Luc Bourdon
Register    ✓
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

Registration coming soon      ✓
September 20, 2017
1-2:45pm ET 
The Adviser's Guide to Estate and Financial Planning - Part 1

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
 Registration coming soon    
October 18, 2017
1-2:45pm ET 
The Adviser's Guide to Estate and Financial Planning - Part 2

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

Presenter: TBD 
 Registration coming soon    ✓
November 2017  10 Critical IRA Tax Planning Issues

Presenter: Robert Keebler 
Registration coming soon    ✓   ✓
November 1,
2017
1-2:45pm ET  
The Adviser's Guide to Estate and Financial Planning - Part 3

Presenter: Steve Siegel  
Registration coming soon     
November 27,
2017
1-2:45pm ET  
The Adviser's Guide to Estate and Financial Planning - Part 4

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
: (Please note: free CPE webcasts have passed 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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