AICPA Personal Financial Planning (PFP)

Jul 26, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

• What are your clients’ motivations for sustainable investing?
• What are advisers’ motivations for sustainable investing?
• What...

Jul 19, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management

• What is sustainable investing?
• Why is it growing in popularity? And is it just a fad?
• What are the different types of sustainable investing? What are the intentions and outcomes for...

Jul 12, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions:

• What are the relevant proposed provisions?
• Which clients would be impacted?
• What planning strategies and tactics...

Jul 5, 2019

Guests: Erica Gellerman, CPA

Category: Practice management

In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients.

• What are the three Vs of creating a cohesive online presence?
• How can you leverage your...