Personal Financial Planning


Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
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
09/28/18 A Practical Guide to Trusts 8 In-Person Timonium
10/23/18 33rd Annual Personal Financial Planning Conference 8 In-Person + Simulcast Towson
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
11/26/18 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 “The CPA Conversation with Tom Hood” Latest Episodes

Questions about personal financial planning resources and CPE? Contact:

Rebekah Brown
Manager, Membership Development & Engagement