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American Institute of CPAs - Personal Financial Planning (PFP)

Jul 26, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

  • What are your clients’ motivations for sustainable investing?
  • What are advisers’ motivations for sustainable investing?
  • What...


Jul 19, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management

  • What is sustainable investing?
  • Why is it growing in popularity? And is it just a fad?
  • What are the different types of sustainable investing? What are the intentions and outcomes for...


Jul 12, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions:

  • What are the relevant proposed provisions?
  • Which clients would be impacted?
  • What planning strategies and tactics...


Jul 5, 2019

Guests: Erica Gellerman, CPA

Category: Practice management

In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients.

  • What are the three Vs of creating a cohesive online presence?
  • How can you leverage your...