Personal Financial Planning
Bob Keebler discusses practical knowledge that will help best serve your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191227-clawbacks.html
Personal Financial Planning
Michael Goodman chats with Kate Healy about her session at PFP Summit on understating diverse client behavior and communication preferences. From AICPA.org at...
Personal Financial Planning
Lyle Benson chats with Jody Jacobson about cultivating mindfulness in your practice; a session at PFP Summit. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191206-summit-sneak-peek.html
