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AICPA Personal Financial Planning (PFP)

Jun 26, 2020

Guest: Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax

The coronavirus pandemic brought major changes to higher education. From where to attend classes to exploring the upcoming financial aid filing season, there are a lot of important factors to think through right now. Hear from professor and education planning expert,...

Jun 19, 2020

Guests:  Lyle Benson, CPA/PFS, and Susan Bradley, CeFT®, CFP®

The emotions underlying decisions can create confusion in times of major transition like the pandemic.  In this podcast, you will walk away with gems to help you have better conversations with your clients that lead to action with purpose. Tune in as...

Jun 12, 2020

Guest: Erin Scheithe

Losing money or property to fraud can be devastating. While scammers’ exploitation tactics are familiar, the pandemic may lead to an increased likelihood that your clients will fall for them. In this episode, learn about coronavirus specific fraudulent schemes that you can share with your...

Jun 5, 2020

Guests: Ted Sarenski, CPA/PFS

During the coronavirus pandemic, you have witnessed uncertainty with personal finances and the anxiety that has come with even the best-laid plans. What can you do today to help your clients gain comfort and clarity? You can help them with their Social Security planning decisions. In this...