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.
VirtualDon Farmer’s Tax Ninja: Essential Principles of Taxation 2025 | 134044
July 9, 2025 | 10:30 a.m.–1:30 p.m. PT
CPE: 4
San Diego, CAEstate and Trust Planning Conference 2025 | 1000003486
July 10, 2025 | 7:15 a.m. PT – July 11, 2025 | 4:30 p.m. PT
CPE: 16
- Virtual
Estate and Trust Planning Virtual Conference 2025 | 1000003485
July 10, 2025 | 8:15 a.m. PT – July 11, 2025 | 4:30 p.m. PT
CPE: 16
