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.
Newport Beach, CAEstate and Trust Planning Conference 2026 | 1000004380
July 16, 2026 | 7:15 a.m. PT – July 17, 2026 | 5 p.m. PT
CPE: 16
VirtualEstate and Trust Planning Virtual Conference 2026 | 1000004381
July 16, 2026 | 8:30 a.m. PT – July 17, 2026 | 5 p.m. PT
CPE: 16
- Virtual
Form 706 Preparation Part 1: Overview Including Portability 26-27 | 138864
July 21, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 2: Reporting Assets 26-27 | 138868
July 21, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135174
July 22, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135178
July 22, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
