Personal Financial Planning
Bob Keebler will share strategies to consider with your individual clients that will help shape a successful year. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200128-new-year.html
Personal Financial Planning
Bob Keebler shares practical knowledge and solutions that will help you best serve your clients From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200117-secure-iras.html
Personal Financial Planning
Bob Keebler shares practical knowledge and solutions that will help you best serve your clients: From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200110-secure.html
Personal Financial Planning
Bob Keebler discusses the new spousal rollover trap and disclaimer planning, urgent protocols to avoid disasters in case of early 2020 deaths and much more! From AICPA.org at...
Personal Financial Planning
Susan Tillery along with Dave Stolz share what they are most looking forward to in 2020 from the PFP Division. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200103-welcome.html
