Personal Financial Planning
Paula McMillan, CPA/PFS shares the six factors paramount to a successful retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190329p-lessons-from-retirees.html
Personal Financial Planning
Paula McMillan, CPA/PFS shares how to make conversations count when it comes to library/personal financial planning. From AICPA.org at...
Personal Financial Planning
CPA turned marketer, Erica Gellerman, elaborates on cohesive online presence. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190315p-online-presence.html
Personal Financial Planning
Jim Sullivan, CPA/PFS tackles the complex topic of elder planning. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190213-elder-planning.html
Personal Financial Planning
Ryan Firth and Shehan Chandrasekera present on blockchain and cryptocurrency, two trending topics in the financial technology (“fintech”) space. From AICPA.org at...
