Personal Financial Planning
Ted Sarenski discusses the impact of taxes on financing retirement healthcare. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190927-healthcare-financing.html
Personal Financial Planning
Sheila Padden and Chris Wentzien explain how two comprehensive financial planning practices operate under the retainer model. From AICPA.org at...
Personal Financial Planning
Ellen Bruno answers questions about Form CRS and code of conduct for investment advisers. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190920p-regulation.html
Personal Financial Planning
In this podcast, Bob Keebler discusses the planning strategies related to the proposed SECURE Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190913-secure.html
