Personal Financial Planning
Bob Keebler walks you through the estate planning strategies that will benefit your clients in the current environment. From AICPA.org at...
Personal Financial Planning
Lyle Benson & Susan Bradley discuss how to skillfully work with clients during major life events. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200724-life-after-pandemic.html
Personal Financial Planning
Julie Papievis and Jim Sullivan discuss how you can help your clients and their families as they face the challenges of dementia. From AICPA.org at...
Personal Financial Planning
Michael Kitces explores the evolution of safe withdrawal rate research, from its starting point almost 20 years ago. From AICPA.org at...
Personal Financial Planning
Bob Keebler, CPA/PFS, and Jonathan Blattmachr, explore ways to extend the life of IRAs and qualified plan assets. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200710-secure-10yr-rule.html
