Personal Financial Planning
Jimmy J. Williams will share his life plan solution and answer questions about life plan solutions, how to implement it in your clients engagements and much more! Lock status: open to all. From AICPA.org at...
Personal Financial Planning
Lisa Featherngill will teach you that now is the perfect time to talk with your clients about their plan. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191018-actionable-ideas.html
Personal Financial Planning
Mackey McNeill interviews futurist, David Houle to get his perspective on futurism and the tax and financial planning business From AICPA.org at...
Personal Financial Planning
Nadine Lee shares strategies and cases related to optimizing incentive stock options. Lock status: open to all. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191004-stock-options.html
