Personal Financial Planning
Mackey McNeill, CPA/PFS, will show you how to make the financial planning engagement fun for your clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210205-retirement-part3.html
Personal Financial Planning
Brooke Salvini, CPA/PFS and AJ Fudge, JD discuss the important financial planning steps for the best care of your pets. From AICPA.org at...
Personal Financial Planning
Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M – digital currency experts prepare you to respond to client questions as you meet with them to discuss their taxes. From AICPA.org at...
Personal Financial Planning
Panelists (Lyle Benson, Michael Goodman, Scott Sprinkle, Sue Stevens) discuss how their firms have changed as a result of COVID-19, and their best ideas for success in the new year. From AICPA.org at...
Personal Financial Planning
Susan Bruno, CPA/PFS, fills you in on how to support your clients with proper coverage to protect their families. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210115-life-insurance.html
Personal Financial Planning
Robert Keebler, CPA/PFS, shares tips and techniques to talk about with your clients as they question what the new administration will mean for their goals. From AICPA.org at...
