Industry News
Webcast: The Financial Planners’ Retainer: A Compensation Model That Works
Sheila Padden and Chris Wentzien explain how two comprehensive financial planning practices operate under the retainer model. From AICPA.org at...
Podcast: Regulation Best Interest
Ellen Bruno answers questions about Form CRS and code of conduct for investment advisers. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190920p-regulation.html
Podcast: A cure for the SECURE Act: using CRTs
In this podcast, Bob Keebler discusses the planning strategies related to the proposed SECURE Act. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190913-secure.html
Podcast: Tax & investment planning in an ultra-low interest rate environment
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
Women & Wealth Podcast Series
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...
Podcast: Are we headed for recession or not?
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
Webcast: Everything You Ever Wanted to Know About Lifetime RMDs… And More
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
Webcast: Capitalizing on Tax Reform Tips for Effective Client Conversations
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...
Podcast: Sustainable investing series
Samuel Adams discussed what is sustainable investing. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190719p-sustainable-inventory.html
Webcast: Longevity Annuities & Their Potential Role In Retirement Income
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
Podcast: Roth conversions and the proposed SECURE Act
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
Webcast: Optimizing Social Security Benefits for Your Clients
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
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