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American Institute of CPAs - Personal Financial Planning (PFP)

Sep 25, 2020

Guest:  Joel Bruckenstein

From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he’s seeing in...


Sep 18, 2020

Guests:  Jean-Luc Bourdon, CPA/PFS, CFP®

The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfort to your clients. Jean-Luc Bourdon, CPA/PFS, shares how to create an environment where your clients feel safe to discuss their deepest concerns and desires in this PFP...


Sep 11, 2020

Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC

The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon...


Sep 4, 2020

Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC

Whether you have clients who are currently receiving care or planning for their long-term health and finances, you can guide them by understanding the LTC insurance industry and how the landscape is changing as a result of COVID-19. You’ll be better informed as...