Preview Mode Links will not work in preview mode

American Institute of CPAs - Personal Financial Planning (PFP)

Aug 27, 2021

When you determine that your client needs a plan for transition of care, you will discover that there are endless options.  In part 5 of this PFP Section podcast series, Reina Schlager, CPA/PFS, helps you sift through the pros and cons of each so that you can best guide your client. She discusses:

  • Home and respite...


Aug 20, 2021

Investment decisions are often made based on unconscious biases and motivations. When we help our clients understand the why behind their money, they will be able to make informed choices. In this episode of the PFP Section podcast, Join Bob Stammers, CFA and Director of Investor Engagement at CFA Institute and Lisa...


Aug 13, 2021

Putting a plan in place prior to recognizing dementia in your clients is ideal.  In part 4 of this PFP Section podcast series, Reina Schlager, CPA/PFS, discusses the following:

  • Why it’s important to act while your clients are healthy
  • Planning documents and other considerations
  • Preserving dignity for the impaired...


Aug 6, 2021

CPA financial planners may be the first to recognize dementia in their client and this can go a long way towards protecting the client’s assets and ensuring a proper care plan is put in place.  In part 3 of this podcast series, Reina Schlager, CPA/PFS, discusses the following:

  • The ten warning signs that your client...