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American Institute of CPAs - Personal Financial Planning (PFP)

Jan 31, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the...


Jan 24, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the...


Jan 17, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What is the key...


Jan 10, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the 5...