Upcoming Personal Financial Planning Webcasts and Free CPE

PFP section members, inclusive of PFS credential holders, receive 16 hours* of complimentary CPE annually via the PFP-Section sponsored webcasts listed below.

*For your convenience, you will be auto enrolled in these free events. If you miss the auto registration, you can visit the AICPA Store and follow the check-out procedure where the zero $ price will be applied as long as you’re logged in. Your participation is optional; if you do not wish to be registered for these free webcasts in the future, please email financialplanning@goudounet.com.

Access to PFP Section sponsored webcast recordings and presentation materials is a benefit of membership. Archive PFP videos and slides are available for learning without CPE post event. Be sure to subscribe to our weekly podcast via your favorite podcast platform. Find other financial planning courses and events here.

Be sure to login to receive your PFP/PFS member discount.

2024 webcasts of free CPE (recordings and slides are available to PFP/PFS members post live event)

• Helping clients preserve family unity in the wealth transfer process
  Air date - March 19th with Lisa Featherngill & Amy Castoro

• Planning for clients with $1M to $15M in net worth
  Air date - April 22nd & May 1st with Debra Taylor, CPA/PFS, JD, CFP

• Postmortem planning (registration coming soon)
  Air date - May 21st from 1-2:30 pm ET with Steve Siegel, JD, LLM
  Free CPE for PFP Section members; discounted CPE for PFS credential holders

• The continuing saga of the 4% rule: Creating & managing a retirement withdrawal plan (registration coming soon)

  Air date - June 25th from 1-2:30 pm ET with Bill Bengen

  Free CPE for PFP Section members; discounted CPE for PFS credential holders

• Multi-year tax planning in preparation for TCJA sunset (registration coming soon)

  Air date - July 23rd from 1-2:30 pm ET with Robert Keebler

  Free CPE for PFP Section members; discounted CPE for PFS credential holders

• Year end planning in an election year and closing in on TCJA sunset (registration coming soon)

  Air date - October 22nd from 1-3 pm ET and November 4th from 1-3 pm ET with Robert Keebler

If you have questions or suggestions for topics/speakers, please submit to financialplanning@goudounet.com.