PROFESSIONAL INTEREST:


Personal Financial Planning

 

Featured Personal Financial Planning Events

Upcoming Personal Financial Planning CPE Courses

Date Title CPE Format City/Area
06/18/19 PFP Study Group: Asset Protection Planning for CPAs - In-Person Timonium
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
08/20/19 The Best Estate and Financial Planning Topics of 2019 8 In-Person Columbia
09/17 - 09/18/19 50th ANNUAL CHESAPEAKE TAX CONFERENCE 16 In-Person + Simulcast Baltimore & Online
09/25/19 The Complete Guide to Estate Administrations 8 In-Person Columbia
10/02/19 Social Security and Medicare: Maximizing Retirement Benefits 4.0 Webcast 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

Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×