Happy 2023 from the PFP EC and PFS CC chairs! | podcast
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Happy 2023 from the PFP EC and PFS CC chairs! | podcast

24 days ago · 32 min listen

PFP Executive Committee (EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (CC) chair, Oscar Vives, kick off the new year in this episode of the PFP Section podcast. They answer the following questions:

  • What are their 2023 resolutions that may inspire you?

  • What are the objectives of the PFP EC and PFS CC and how do they support members in financial planning?

  • What were the committee focuses in 2022 and what is their vision going into 2023?

  • How can you get connected with the PFP community and the resources to help you help your clients?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfpto access show notes with direct links.

This episode is brought to you by theAICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by theCPA/PFS credentialprogram, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online atwww.aicpa.org/pfpto join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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