About this podcast
Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
351 episodes · education
AICPA Personal Financial Planning (PFP)
About this podcast
Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
Recent episodes
- What Financial Planning Research Reveals About Your Clients21 Aug · 21 min
- Are You Solving the Right Problem First? Ask Dr. Brian Portnoy7 Aug · 25 min
- Why Bob Keebler Makes the Section 645 Election Almost Every Time24 Jul · 20 min
- The IUL Experiment with Andy Panko10 Jul · 27 min
- Your Clients Can Afford to Retire. Will They Enjoy It?26 Jun · 32 min
- Bob Keebler on Avoiding Costly Estate Planning Mistakes19 Jun · 28 min
- Why the Future of Financial Planning Runs Through the CPA5 Jun · 19 min
- Andrea Millar, From Financial Expert to Trusted Guide29 May · 28 min
- Small Planning Conversations That Lead to Bigger Engagements15 May · 25 min
- The Ripple Effect: How Financial Literacy Shapes Generations1 May · 22 min
podlinkr.com/en/aicpa-personal-financial-planning-pfp
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