Personal Financial Planning
Bob Keebler interviews Bob Gordon about the planning strategies in an ultra-low interest rate environment. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190830-ultra-low-interest.html
Personal Financial Planning
In this series, Paula McMillan gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser. From AICPA.org at...
Personal Financial Planning
Bob Keebler interviews Dr. LeClair about the recent market volatility. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190820-inverted-yield-curve.html
Personal Financial Planning
Jeffrey Levine explains retirement planning strategies so that you can best serve your individual clients From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190814-lifetime-rmd.html
Personal Financial Planning
Jeff Porter and Ted Sarenski help you understand how tax reform will affect taxes and how you are positioned to be the best person to help clients make the most of these changes From AICPA.org at...
Personal Financial Planning
Samuel Adams discussed what is sustainable investing. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190719p-sustainable-inventory.html