Personal Financial Planning


Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
Date: 01/03/18 Title: The Complete Guide to the Preparation of Form 1041 CPE: 8 Format: In-Person City/Area: Timonium
Date: 01/16/18 Title: Beyond finances: Supporting the Sandwich Generation (PFP Study Group) CPE: 2 Format: In-Person City/Area: Towson
Date: 06/12/18 Title: A Practical Guide to Trusts CPE: 8 Format: In-Person City/Area: Columbia

Personal Financial Planning-Related Blog Posts “The CPA Conversation with Tom Hood” Latest Episodes

Questions about personal financial planning resources and CPE? Contact:

Rebekah Brown
Manager, Membership Development & Engagement