Preview Mode Links will not work in preview mode

AICPA Personal Financial Planning (PFP)

Jul 6, 2020

Guest:  Sandra Truitt, AICPA PFP Team

Calling all PFP Section members!  Are you looking for tips and tricks for diving into your PFP Section benefit suite?  Look no further than this podcast episode featuring Sandra Truitt from the AICPA PFP team.  She will give an A-Z overview of your benefits including:

  • Quick tips for getting started
  • Resources included with membership
  • Ways to stay current and in the loop
  • Opportunities to connect with peers and the AICPA team
  • Can’t-miss ideas for using the tools included

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.