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American Institute of CPAs - Personal Financial Planning (PFP)

Dec 31, 2021

Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS wish you a happy and prosperous New Year and share what is on their minds as they head into 2022 in this episode of the PFP Section podcast. 

  • As they serve in the last months of their successful tenures as chairs of the PFP Executive Committee and PFS Credential Committee, they share their vision for the CPA financial planning profession and the important milestones that have been achieved in alignment to this vision over the last few years.
  • They discuss what volunteering has meant to them professionally and personally and the many ways you can get involved to build relationships with your peers and forward the mission of CPA financial planners.
  • Susan and Dave learn they are on the same page with what they are focusing on with their clients in 2022 and it may inspire you to do the same!

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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