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Personal Financial Planning

 

Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
Date: 06/28/17 Title: Evaluating Existing Variable Annuities: What Every Advisor Needs to Know CPE: 2 Format: Webcast City/Area:
Date: 07/11/17 Title: A Practical Guide to Trusts CPE: 8 Format: In-Person City/Area: Columbia
Date: 07/19/17 Title: Taking A Fresh Look At Reverse Mortgages CPE: 2 Format: Webcast City/Area:
Date: 07/20/17 Title: Asset Protection Strategies CPE: 8 Format: In-Person City/Area: Timonium
Date: 08/18/17 Title: Estate & Tax Primer CPE: 4.00E+00 Format: Webcast City/Area: Online Webcast
Date: 08/30/17 Title: A Practitioners Guide to IRAs and Qualified Retirement Plans CPE: 8 Format: In-Person City/Area: Timonium
Date: 09/25/17 Title: 48th Annual Chesapeake Tax Conference CPE: 16 Format: In-Person + Simulcast City/Area: Baltimore & Online
Date: 09/27/17 Title: The Complete Guide to Estate Administrations CPE: 8 Format: In-Person City/Area: Columbia
Date: 09/28/17 Title: Traps and Pitfalls in Estate Planning CPE: 8 Format: In-Person City/Area: Timonium
Date: 10/24/17 Title: 32nd Annual Personal Financial Planning Conference CPE: 8 Format: In-Person + Simulcast City/Area: Towson & Online

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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