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Technical

Estate, Tax and Financial Planning: New Ideas To Address with Your Clients Logo aicpa

  Lisa Featherngill, Stephen Bigge |   Free for PFP Section Members |   AICPA |   13 Nov 2015 |   AICPA.org

This archived webcast discusses certain strategies advisers should consider sharing with their clients.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Foundational
  • Personal financial planning: Technical: Estate planning, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning, Intermediate
  • Personal financial planning: Technical: Investment planning, Intermediate
  • Personal financial planning: Technical: Retirement planning, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate

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