Personal Financial Planning
Presenter: Robert Keebler. Learn the advanced Roth IRA planning techniques. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180928-ira-conversions.html
Personal Financial Planning
Bob Keebler and Jerry Schreiber discuss how to help your clients prepare when disaster strikes. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180924-disaster.html
Personal Financial Planning
Presenter: Robert Keeble. Learn the basics of Roth IRA.J91 From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180921-ira-basics.html
Personal Financial Planning
Lyle Benson, Tracy Stewart, and Deb Meyer discuss how to hyperspecialize in niche areas of planning & tax advisory services. From AICPA.org at...
Personal Financial Planning
Jennifer Birchett, CPA/PFS shares how technology allows her to serve clients in their best interest and make them feel valued From AICPA.org at...
