PFP Wealth Wednesdays

Presented by CalCPA's PFP Committee, join us for these monthly webcasts focusing on PFP hot topics. Each webcast begins at 11 a.m. and offers CPE: 1, CFP: 1.

Additionally, these webcasts are complimentary to CalCPA dues-paying members. The registration fee for nonmembers is $47.


CalCPA PFP Wealth Wednesdays: What You Need to Know on Risk Management Planning: Life Insurance, Annuities, Long Term Care Insurance
with Susan Joy Bruno, CPA/PFS, CFP; Ted Sarenski, CPA/PFS and Lynette Atchley CPA/PFS CFP®
Sept. 19 Add to Cart

CalCPA PFP Wealth Wednesdays: Death of the 60/40
with Brian Spinelli, CFP, AIF
Oct. 17 Add to Cart

CalCPA PFP Wealth Wednesdays: How to Benefit Financially from Tax Law Changes
with Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Nov. 21 Add to Cart

CalCPA PFP Wealth Wednesdays: Top 10 Planning Ideas to Benefit from Before Year End
with Mitchell Freedman, CPA/PFS, AIF®; Daniel Thomas, CPA/PFS, CFP and Patrick Chu, CFP, CPA
Dec. 19 Add to Cart

CalCPA PFP Wealth Wednesdays: New Year Retirement Plan Opportunities
with Frank Tortora
Jan. 16 Add to Cart

CalCPA PFP Wealth Wednesdays: Hot Button Issues on Fiduciary and ERISA Plans
with Blaine Aikin, AIFA®, CFA, CFP®
Feb. 20 Add to Cart

CalCPA PFP Wealth Wednesdays: Update on America’s Deficit Crisis
with Joe Dioguardi, CPA; Gregory Anton and Paul Stebbins
March 20 Add to Cart