Personal Financial Planning
Michael Kitces explains how annuities fit into your clients retirement income strategies. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190717-longevity-annuities.html
Personal Financial Planning
Bob Keebler answers questions related to the SECURE Act including roth conversions. Lock status: open to all. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190712p-secure-roth.html
Personal Financial Planning
Ted Sarenski shared the ins and outs of the social security system From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190710w-optimizing-ss.html
Personal Financial Planning
Erica Gellerman will help you differentiate your CPA financial planning practice. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190705-cohesive-part2.html
Personal Financial Planning
A panel of practitioners discuss the steps necessary to create a successful financial planning and tax advisory business. From AICPA.org at...
Personal Financial Planning
Bob Keebler interviews Anna Moody and David O’Neill about the Kestner decision From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190625p-kaestner.html