PROFESSIONAL INTEREST:


Personal Financial Planning

 

Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
08/21/18 Estate & Tax Primer 4.0 Webcast Online
09/21/18 Estate and Financial Planning for the Older Client 8 In-Person Columbia
09/24/18 49th ANNUAL CHESAPEAKE TAX CONFERENCE 16 In-Person + Simulcast Baltimore & Online
09/28/18 A Practical Guide to Trusts 8 In-Person Timonium
10/23/18 33rd ANNUAL 2018 PERSONAL FINANCIAL PLANNING CONFERENCE 8 In-Person + Simulcast Towson & Online
10/25/18 Applying Integrated Estate, Financial, and Asset Protection Planning Techniques 8 In-Person Columbia
10/26/18 Integrated Estate, Financial, and Asset Protection Planning – A Breakthrough Approach 8 In-Person Columbia
11/13/18 ADVANCED TAX INSTITUTE – DAY 2 – ESTATE PLANNING ISSUES 8 In-Person Baltimore
11/26/18 Estate Planning for 2018 and Beyond 8 In-Person Columbia
11/29/18 Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools 8 In-Person Timonium

Personal Financial Planning-Related Blog Posts

MACPA.tv: “The CPA Conversation with Tom Hood” Latest Episodes

Questions about personal financial planning resources and CPE? Contact:

Rebekah Brown
Manager, Membership Development & Engagement

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