Personal Financial Planning
Bob Keebler interviews Jonathan Blattmachr and Professor Mitchells Gan to discuss Sen. Bernie Sanders legislative introduction on April 4th. From AICPA.org at...
Personal Financial Planning
Susan Bruno and Barry Flagg discuss one of the panel sessions at AICPA ENGAGE. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190412p-insurance.html
Personal Financial Planning
David Grau is interviewed by Michael Goodman in which they discuss the ABCs of succession planning and much more. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190405p-retirement-asset.html
Personal Financial Planning
Bob Keebler interviews Professor Mitchells Gans on who should file a protective claim. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190403p-protective-claims.html
Personal Financial Planning
Paula McMillan, CPA/PFS shares the six factors paramount to a successful retirement. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190329p-lessons-from-retirees.html
Personal Financial Planning
Paula McMillan, CPA/PFS shares how to make conversations count when it comes to library/personal financial planning. From AICPA.org at...