Error loading player: No playable sources found

ENG17VCC01

Virtual Morning Coffee Chat: AICPA Personal Financial Planning Section

Date
June 12, 2017
$49
Standard Price

Join the AICPA's PFP Section for an interactive discussion. Get up to date on new developments, learn about new resources within our profession and get a view of what lies ahead.

Specifically, you'll:

  • Understand the information, resources, and tools available to members who serve individuals in the core areas of personal financial planning
  • Explore key initiatives in the PFP Division that support the long-term success of the profession

Speakers

Speaker Image for Andrea Millar
Andrea Millar, RLP®, PCC, CSA, CPA/PFS
Founder, Andrea Millar Life Planning
Speaker Image for Lyle Benson
Founder and President, L. K. Benson & Company

Related Products

Thumbnail for Stop Overworking Prep, Comp, Review
Stop Overworking Prep, Comp, Review
In this chat, we will dig into reasons firms tend to overwork prep, comp and review engagements along with some strategies and technology that can help get your firm delivering high quality financial statement services as efficiently as possible…
Thumbnail for Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial
Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial
Most advisors and their clients understand we have now experienced a bull market for over a decade. Since the markets are cyclical, we know an imminent bear market is on the horizon. No one can pinpoint when it will arrive…
Thumbnail for Future-proof Your Services to Individuals
Future-proof Your Services to Individuals
This engaging session will highlight how the services to individuals are continuing to change as tax reform drives new and far ranging conversations. Don’t just read the data, use trends in demographics, technology, and client expectations to make decisive and proactive changes today…
Thumbnail for What's Keeping Your Clients Up at Night? (EST, PFP, TAX)
What's Keeping Your Clients Up at Night? (EST, PFP, TAX)
Clients’ needs and expectations continue to change…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.