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
Erin Scheithe with the Consumer Financial Protection Bureau presented how to protect your aging clients against financial abuse. From AICPA.org at...
Personal Financial Planning
Christine Moriarty with MoneyPeace.com provides a better understanding for how psychology impacts financial planning behavior. From AICPA.org at...
Personal Financial Planning
Lauren Minch interviews gerontologist and life stage expert Barbara Waxman on the importance of focusing on the life stage versus age. From AICPA.org at...
Personal Financial Planning
Lauren Minch, Bob Huebscher, Larry Swedroe, Sam Adams share tips on guiding clients with their ESG investment decision making. From AICPA.org at...
Personal Financial Planning
Mark Klein, JD, and Lauren Minch, CPA, CFA shares what you need to be considering with state taxation. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210618-wfh-state-tax.html
