PROFESSIONAL INTEREST:


Personal Financial Planning

 

Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
05/08/19 Estate & Tax Primer 4 Webinar Online
06/05/19 Social Security and Medicare: Maximizing Retirement Benefits 4.0 Webcast Online
06/11/19 Estate & Trust Primer 4.0 Webinar Online
06/27/19 Beach Retreat: A Practical Guide to Trusts 4 In-Person Ocean City
07/03/19 Estate & Trust Primer 4.0 Webinar Online
07/09/19 Social Security and Medicare: Maximizing Retirement Benefits 4.0 Webcast Online
08/01/19 Estate & Trust Primer 4.0 Webinar Online
08/15/19 Social Security and Medicare: Maximizing Retirement Benefits 4.0 Webcast Online
10/02/19 Social Security and Medicare: Maximizing Retirement Benefits 4.0 Webcast Online
11/06/19 Estate & Trust Primer 4.0 Webinar 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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