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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: 10/24/17 Title: 32nd Annual Personal Financial Planning Conference CPE: 8 Format: In-Person + Simulcast City/Area: Towson & Online
Date: 11/03/17 Title: Applying Integrated Estate, Financial and Asset Protection Planning Techniques CPE: 8 Format: In-Person City/Area: Columbia
Date: 11/07/17 Title: Beyond finances: Supporting the Sandwich Generation (PFP Study Group) CPE: 2 Format: In-Person City/Area: Towson
Date: 11/10/17 Title: Estate & Tax Primer CPE: 4 Format: Webcast City/Area: Online Webcast
Date: 11/14/17 Title: Advanced Tax Institute- Day 2- Estate Planning Issues CPE: 8 Format: In-Person City/Area: Baltimore
Date: 11/28/17 Title: Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach CPE: 8 Format: In-Person City/Area: Columbia
Date: 12/11/17 Title: Estate & Tax Primer CPE: 4 Format: Webcast City/Area: Online Webcast
Date: 12/18/17 Title: The Complete Guide to the Preparation of Form 1041 CPE: 8 Format: In-Person City/Area: Columbia
Date: 01/03/18 Title: The Complete Guide to the Preparation of Form 1041 CPE: 8 Format: In-Person City/Area: Timonium
Date: 06/12/18 Title: A Practical Guide to Trusts CPE: 8 Format: In-Person City/Area: Columbia

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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