Personal Financial Planning
Personal financial planning is more than numbers—it’s about guiding clients through life’s biggest decisions. Whether it’s charitable giving strategies, divorce planning, eldercare services, insurance, investments, or retirement, our expert resources and education help you stay ahead.
Featured article
Fostering Calm in the Digital Age
Technology like finance apps can help clients see real-time market updates—and see them become obsessed with checking their portfolios. So how do you help clients manage their fears and ignore the noise that’s being amplified today more than ever before?
Resources
Featured Events & CPE
Explore courses and events tailored for CPAs looking to expand their expertise and provide top-tier financial guidance.
San Diego, CARecap of Tax season and AI usage - North County Discussion Group: May | K3060526
May 21, 2026 | 7:30–8:30 a.m. PT
VirtualRetirement Penalties and Rollover Issues 26-27 | 137866
May 27, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Form 5500 Annual Update 2026 | 138949
May 29, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Comprehensive Roth IRA Strategies Analysis 26-27 | 135159
May 29, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Tax Aspects of Stock Investing 26-27 | 138005
June 9, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135173
June 10, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
