Personal Financial Planning
Robert Keebler will show you how to demonstrate your value to clients by advising them on strategies that will help shape a successful year. From AICPA.org at...
Personal Financial Planning
How social security benefits can protect women against inflation and long-term care expenses are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20170816-social-security.html
Personal Financial Planning
Deborah Fox discusses an alternative 401(k) for small employers to consider. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20171117-401k.html
Personal Financial Planning
Recap of the third quarter of 2017 case law, private letter rulings and much more! From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20171020-q3-update.html
Personal Financial Planning
Discussion on both the technical and behavioral aspects of advising your clients of the sandwich generation. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20170830-sandwich-generation.html
Personal Financial Planning
Tools, techniques, and resources to help you work effectively with clients in emotional situations are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20170816-emotional-clients.html