AICPA Personal Financial Planning (PFP)

Feb 15, 2019

Guest(s): Paula McMillan, CPA/PFS

Category: Technical

In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are face as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers...

Feb 15, 2019

Guest(s): Paula McMillan, CPA/PFS

Category: Technical

In this episode, Paula McMillan, CPA/PFS. She answers the questions:

• How has the vision of a meaningful retirement and the tools to achieve it evolved over the last several decades?
• What is today’s vision of a meaningful retirement?
• What do your clients fear most...