Over deze 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 afleveringen · Onderwijs
AICPA Personal Financial Planning (PFP)
Over deze 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.
Recente afleveringen
- When the Numbers Don't Add Up9 okt · 27 min
- The Advisors Who Thrive With AI Will Do This Differently2 okt · 21 min
- Bob Keebler Explains How a Footnote Can Cost Thousands25 sep · 24 min
- The Real Reason Clients Don't Follow Your Advice18 sep · 33 min
- The Secret to Getting Early-Career CPAs Excited About Financial Planning4 sep · 21 min
- 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
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