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
Personal Financial Planning
Jim Sullivan shares changes to Medicare as a result of our public health emergency. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200529-medicare-benefits.html
Personal Financial Planning
Bob Keebler shares the key CARES provisions to help your clients with retirement relief. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200522-retirement-relief.html
Personal Financial Planning
Lyle Benson shares top takeaways from his study group on deepening client relationships during the pandemic. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200519-client-relationships.html