Personal Financial Planning
In this series, Michael Goodman interviews David DeVoe and generation 1 (G1) members about succession planning for personal financial planners. From AICPA.org at...
Personal Financial Planning
Robert Keebler shares in-depth knowledge of the mathematics of the SECURE Act: From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200214-secure-act-mathematics.html
Personal Financial Planning
Robert 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/20200207-secure-iras-plan.html
