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Financial planning guidance for CPAs in the wake of COVID-19 | PFP learning library webcast archives

Apr 01, 2022 · 1 hour 13 min watch

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This podcast was originally recorded at the beginning of the pandemic however, the ideas discussed continue to be relevant.

This webcast offers CPAs practical and actionable guidance in a wide range of personal financial planning areas directed to the CPA such as tax, insurance, investment, estate, retirement, and debt.

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Personal Financial Planning

Subtopics

Estate Planning
Investment Planning
Risk Management & Insurance Planning
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