Personal Financial Planning


Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
12/11/18 PFP Study Group: Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know about Medicare 2 In-Person Towson
12/18/18 Estate & Tax Primer 4 Webcast Online

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

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