À propos de ce 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.
354 épisodes · Business
AICPA Personal Financial Planning (PFP)
À propos de ce 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.
Épisodes récents
- The Advisors Who Thrive With AI Will Do This Differently2 oct. · 21 min
- Bob Keebler Explains How a Footnote Can Cost Thousands25 sept. · 24 min
- The Real Reason Clients Don't Follow Your Advice18 sept. · 33 min
- The Secret to Getting Early-Career CPAs Excited About Financial Planning4 sept. · 21 min
- What Financial Planning Research Reveals About Your Clients21 août · 21 min
- Are You Solving the Right Problem First? Ask Dr. Brian Portnoy7 août · 25 min
- Why Bob Keebler Makes the Section 645 Election Almost Every Time24 juil. · 20 min
- The IUL Experiment with Andy Panko10 juil. · 27 min
- Your Clients Can Afford to Retire. Will They Enjoy It?26 juin · 32 min
- Bob Keebler on Avoiding Costly Estate Planning Mistakes19 juin · 28 min
podlinkr.com/fr/aicpa-personal-financial-planning-pfp
Pour une affiche ou une diapo.