Personal Financial Planning
Jeff Porter and Ted Sarenski help you understand how tax reform will affect taxes and how you are positioned to be the best person to help clients make the most of these changes From AICPA.org at...
Personal Financial Planning
Samuel Adams discussed what is sustainable investing. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190719p-sustainable-inventory.html
Personal Financial Planning
Michael Kitces explains how annuities fit into your clients retirement income strategies. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190717-longevity-annuities.html
Personal Financial Planning
Bob Keebler answers questions related to the SECURE Act including roth conversions. Lock status: open to all. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190712p-secure-roth.html
Personal Financial Planning
Ted Sarenski shared the ins and outs of the social security system From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190710w-optimizing-ss.html
