| PFP News |
Broadridge alerts: Medicare open enrollment, cybersecurity awareness
Medicare open enrollment began on October 15th. This client alert explains the importance of reviewing current Medicare plans and brings to light the changes to Medicare benefits for 2019.
October is National Cybersecurity Awareness Month, the perfect time to talk to your clients about the importance of staying safe online. This new alert links to a client concept piece and more resources on how to advise clients on the increasing importance of online security.
Transform client relationships with technology
Do you want to deepen client relationships and make your practice more efficient simultaneously? Check out thoughts from Jennifer Birchett, CPA/PFS, in this article. And, be sure to dive deeper with the newly released PFP Technology Toolkit!
How you can use artificial intelligence and robo advising to help your clients
Robots are not coming for our jobs, but it doesn’t mean that we should keep doing our jobs the same way over time. In this podcast, learn how to embrace artificial intelligence and take your client relationships to the next level. Expert Evan Carroll covers:
• Types of artificial intelligence
• How it can help you meet client needs
• Myths about artificial intelligence
You can also access the podcast on iTunes or Pod-o-Matic, and be sure to subscribe to our channel so that you don’t miss an episode!
Estate planning awareness week
The third week in October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it's also an area that is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action. Check out Broadridge Advisor materials on this topic which are ready-to-use (and you can even add your logo!) included in this recent alert and access The Adviser’s Guide to Financial & Estate Planning for all you need to know on helping clients plan properly.
Steve Oshins releases 7th Annual Dynasty Trust State Rankings chart
The TCJA of 2017 has changed much of the emphasis on federal estate tax planning. The 7th Annual Dynasty Trust State Rankings Chart factors in the new era of dynasty trusts. This chart is an easy-to-use summary of favorable dynasty trust states that shows the material differences among the states and ranks them according to usability and flexibility.
Bob Veres media reviews, “Develop talent, don’t hire it”
Save time and stay ahead of the curve by reading Bob’s write-ups of articles in October’s Financial Planning Magazine like:
• “Develop Talent, Don’t Hire It” by Kelli Cruz
• “Resisting Peer Pressure” (client behavior) by Carolyn McClanahan
Get more from your membership
Are you looking for an easy way to find resources on the PFP Section website? Bookmark this page, which contains an organized list with links to some of the most popular benefits and check out this page which organizes resources by category. These short training videos will also help clarify everything you can access as a member. Dive in today and make the most of your membership! |
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Planning & tax considerations when transacting in virtual currencies podcast
Your clients may be curious about cryptocurrency, and you want them to come to you for guidance on navigating this nuanced asset. In this podcast (listen on iTunes or Pod-o-Matic and be sure to subscribe to our channel so that you don’t miss an episode!), “crypto” enthusiasts and practitioners share valuable insights and planning considerations that you should be aware of when advising individual or business owner clients.
Bob Veres media reviews, “Managing longevity risk”
Save time and stay ahead of the curve by reading Bob’s write-ups of articles from Financial Planning Review like: “Perspectives on Mental Accounting: An Exploration of Budgeting and Investing” and “Household Financial Planning Strategies for Managing Longevity Risk.”
Take your financial planning practice forward with PFP Summit
Please join us January 7-9, 2019 at the Terranea in Rancho Palos Verdes, CA for the AICPA Personal Financial Planning Summit. Come prepared to be guided through thought-provoking conversations designed to sharpen leadership skills and provide the tools needed to move a financial planning practice forward. View the agenda and register today to qualify for an early-bird discount! |
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| CPA/PFS Corner |
Calling all PFS holders: become a mentor today
PFS credential holders are encouraged to get involved in the new AICPA Online Mentoring Program! Take the opportunity to pay it forward and make an impact on someone in the profession.
Prepare for the comprehensive PFS exam – Nov 5-7
Have you always wanted to take the PFS exam but time just goes by? Attend the Atlanta in-person PFP Boot Camp on Nov 5-7 for 24 hours of CPE to get a refresher before you take exam. For more test prep options, check out these practice questions. |
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