Personal Financial Planning


Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
06/11/18 Estate & Tax Primer 4.0 Webcast Online
06/12/18 A Practical Guide to Trusts 8 In-Person Columbia

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