Personal Financial Planning
Ross Riskin shares important education planning ideas to help you guide your clients who are paying for college. From AICPA.org at...
Personal Financial Planning
Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly. From AICPA.org at...
Personal Financial Planning
Lyle Benson and Susan Bradley guide clients through each stage of a life transition. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200619-stages-life-transition.html
Personal Financial Planning
Erin Scheithe presents on how to protect your clients from coronavirus related scams. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200612-fraud-during-covid.html
Personal Financial Planning
Ted Sarenski shares social security strategies to help your clients gain comfort and clarity during the pandemic. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200605-ss-strategies.html
