Personal Financial Planning
Robert Keebler discusses strategies to consider for your high net worth clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180831-hnwi-exec-summary.html
Personal Financial Planning
Ted Sarenski will discuss the ins and outs of the social security system. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180731-ss-benefits.html
Personal Financial Planning
Lynne Brusco Moore provides ideas on how to share etiquette essentials focused on manners, tact, and leadership savvy for the 21st Century. From AICPA.org at...
Personal Financial Planning
David Stolz provides some tips and strategies to integrate happiness into your clients’ financial plans. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180705-integrate-happiness.html
Personal Financial Planning
Ted Sarenski advises how to navigate the rules for claiming social security in a divorce situation. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180706-ss-divorce.html
