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.
VirtualAdvanced Personal Financial Planning Update 25-26 | 131933
March 11, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Advanced Personal Financial Planning Update 25-26 | 131930
March 11, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26 | 131984
March 25, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
PFP Update: Investment Planning in This New Era 25-26 | 132346
March 26, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Closely Held Business Owner Financial Planning Opportunities 25-26 | 132350
March 26, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Comprehensive Roth IRA Strategies Analysis 25-26 | 132370
March 27, 2026 | 8–10 a.m. PT
CPE: 2
