Personal Financial Planning
As the SECURE Act passes Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients including the most urgent issues to address with your clients. From AICPA.org at...
Personal Financial Planning
Ross Riskin discusses college and financial aid planning tips From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190104-education-planning-tips.html
Personal Financial Planning
Short learning opportunities and guidance for CPAs and financial planners to use to advise clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/fepg-series.html
