Get to know your community & learn from each other in this new series
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
CPAs to the rescue during COVID-19
Professional Insights

Get to know your community & learn from each other in this new series

11 days ago · 1 min read

Welcome to Deeper CPA financial planner connections, a podcast series dedicated to impactful stories of your CPA financial planning community and the wisdom gained along the way. I am Lyle Benson, past chairman of the PFP Executive Committee, and your host for these episodes, along with the AICPA PFP team.

The idea for these connections was born as I reflected on my career as a CPA financial planner and my 30 years of volunteering with the AICPA PFP Section. So much of what I have learned and do every day has come from my colleagues in this community. The conversations in this series are an opportunity to learn from your peers at a deeper level so that you can gain knowledge from the experiences derived along their journeys.

We hope you can take away an idea or two from each episode that might help you grow as a CPA financial planner to best serve your clients and move your firm and yourself forward! Enjoy!

Episode One: Lyle Benson, CPA/PFS – Find out how Lyle has created a successful firm and a balanced life.

Episode Two: Michael Goodman, CPA/PFS – Learn how Michael went from a lifestyle practice to an enterprise.

Episode Three: Sue Stevens, CPA/PFS - Hear about Sue’s unusual and winding path to becoming a CPA financial planner.

Episode Four: Jean-Luc Bourdon, CPA/PFS – Discover Jean-Luc’s ultra-customized and “retirement tribe” approach with clients.

Episode Five: Beth Gamel, CPA/PFS – Find out how Beth created a successful retirement, financially and psychologically.

Episode Six: Ted Sarenski, CPA/PFS - Find out how curiosity took Ted on a journey from tax accountant to CPA financial planner.

New episodes are released the last Friday morning of each month.

If you’d like to be interviewed or if you have questions you’d like to pose to the interviewees, send us a message.

Lyle K. Benson, CPA/PFS, CFP

Lyle is President and Founder of L. K. Benson & Company, a CPA financial planning firm in Baltimore, Maryland, specializing in personal financial planning, tax and investment advisory services for high income individuals and families as well as corporate executives and entrepreneurial, closely held business owners. He is a past chair of the AICPA PFP Executive Committee, Co-Chair and Founder of AICPA PFP Summit, Chair and Founder of the Athena Study Group, and is a member of the Wolters Kluwer Financial and Estate Planning Advisory Board.

What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Related content