Financial Planning Seminars
Close
About
|
Join
Join
Why Join?
Apply Online
Benefits of Membership
Member Categories & Rates
Member Testimonials
Who We Are
Pennsylvania CPA Foundation
Firm-Sponsored Membership
Join a Committee
PICPA Members
Directories
My Membership
Grow Your Career
Job Board
Career Center
Become a CPA
Professional Network
PICPA Awards & Recognition
Attend CPE & Events
Course Search
Courses by Topic
PICPA Conferences
Online CPE
On-Demand
Course Discounts
Course & Licensing FAQs
CPE Credit Requirements
My Account
Attend
Local Events
Complimentary CPE
Keep Informed
PICPA Connect
Insights
Pennsylvania CPA Journal
CPA Conversations Podcasts
Knowledge Hub
Legislative Update
Peer Review
PICPA Firm Liaisons
Practice Management
Professional Ethics
By Topic
Taxation
Data Analytics
Diversity & Inclusion
Q&A with Department of Revenue
Single Audit Developments
Advocate
Advocacy Efforts
Legislative Accomplishments
Testimony
Comment Letters
Pennsylvania Tax Resources
CPA-PAC
Write, Call, or Visit Your Legislators
Fiscal Responsibility Task Force
Login
Near Me
My Cart
Join
Why Join?
Apply Online
Benefits of Membership
Overview
Complimentary CPE
Directories
Discounts
Insurance Solutions
Knowledge Hub
Tax Resources
Member Categories & Rates
Member Testimonials
Who We Are
About Us
Contact PICPA
Volunteer Leadership 2023-24
Governance & Structure
Market to CPAs
Pennsylvania CPA Foundation
Firm-Sponsored Membership
Join a Committee
PICPA Members
Directories
My Membership
Small Firm Alliance
Grow Your Career
Job Board
Career Center
Overview
Students & Educators
Young Professionals
Mid-Career
Public to Private
Firm Leaders
Experienced CPAs
Become a CPA
CPA Exam & Licensing
Future CPAs
Scholarships
Professional Network
Firm Ambassadors
PICPA Awards & Recognition
Young Leader Awards
Leadership Nominations
Women to Watch
Attend CPE & Events
Course Search
Meeting Calendar
Courses by Topic
Accounting & Auditing
Corporate and Business and Industry CPAs
COVID-19
Ethics
Financial Planning
Government & Not-for-Profit
Lease Accounting
Management & Leadership Skills
Revenue Recognition Standard
Tax
Technology
PICPA Conferences
Online CPE
On-Demand
On-Demand Best Sellers
Course Discounts
ClassPass
Flex Account
Value Pass
Premium Pass
CPE Academy Unlimited
Complimentary CPE
ClassPass & Discount Tracker
Flex Account Tracker
Course & Licensing FAQs
CPE Credit Requirements
My Account
Upcoming Events
Course Materials
CPE History
Attend
Annual Meeting
Local Events
Complimentary CPE
Keep Informed
PICPA Connect
CPA Now
Professional & Technical
Legislative
CPA Exam & Licensure
Careers & Lifestyle
Insights
The State of Pennsylvania Firms White Paper
Insightful Podcast
ESG Standards and Reporting White Paper
Pennsylvania CPA Journal
Issues
CPA Conversations Podcasts
Knowledge Hub
Legislative Update
Peer Review
PICPA Firm Liaisons
Practice Management
Record Retention
Succession Planning
Sole Practitioners & Small Firms
Personal Financial Planning
Professional Ethics
By Topic
Taxation
Data Analytics
Diversity & Inclusion
Q&A with Department of Revenue
Single Audit Developments
Advocate
Advocacy Efforts
Overview & Priorities
Understanding Advocacy - PICPA's Role
How a Bill Becomes Law in Pennsylvania
Pennsylvania State Budget Process
Advocacy FAQs
Legislative Accomplishments
Testimony
Comment Letters
Pennsylvania Tax Resources
CPA-PAC
Our Mission
CPA-PAC Annual Report Archive
CPA-PAC FAQs
Write, Call, or Visit Your Legislators
Fiscal Responsibility Task Force
PICPA
>
Courses by Topic
>
Financial Planning
Financial Planning CPE for CPAs
From retirement CPE seminars sessions to investment planning webinars, the PICPA has every facet of financial planning covered.
Upcoming Financial Planning CPE
Financial Planning
Clear All
Filter +
Filter Results
Format
In-Person (0)
Online (172)
Type
Seminar (0)
Webinar/ Webcast (172)
Self-Study (0)
CPE Academy (0)
Social (0)
Conference (0)
Certificate Program (0)
Date Range
Region
Central (0)
Erie (0)
Greater Philadelphia (0)
Lehigh Valley (0)
North Central (0)
Northeastern (0)
Northwestern (0)
Pittsburgh (0)
Reading (0)
South Central (0)
Southwestern (0)
Location
Miles Within
5
10
25
50
100
Zip
Use My Location
Apply
Topics
Accounting & Auditing (1,376)
Construction/Real Estate (42)
Corporate Tax (464)
Employee Benefit Plans (34)
Ethics (820)
Financial Planning (172)
Fraud (431)
Government (146)
Health Care (50)
Management & Leadership (639)
Not for Profit (205)
Pass-Through Entities (130)
Practice Management (248)
State & Local Tax (81)
Tax (1369)
Tax Reform (176)
Technology (673)
Upcoming Accounting Pronouncements (102)
Discount Eligible
ClassPass (172)
Premium Pass (172)
Value Pass (79)
Flex Account (172)
Credit Type
A&A (27)
Ethics (0)
Other (59)
Tax (91)
Credit Hours
0-4 (4,378)
5-8 (520)
9-16 (4)
17+ (0)
Minimum Credits
Maximum Credits
Apply
Advanced Filters
Price Range
Apply
Instructor
Allison Henry
Gerald Carnes
Diane Edelstein
Daniel Bradley
Susan Smith
Robert Bezgin
Dennis Riley
Jason Skrinak
Jeffrey Lieman
Ray Thompson
Yellow Book (0)
Showing 25 of 172 Results
Share Search
Sort By
Relevance
Date
Price (Low to High)
Title
Credit Hours (High to Low)
Credit Hours (Low to High)
Jun
7
WED
Individual and Financial-Planning Tax Camp Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
10
SAT
Individual and Financial-Planning Tax Camp Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
12
MON
The Best Individual Income Tax Update Course Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
13
TUE
Long-Term Care Insurance: Make the Switch Webinar
6:00 p.m. - 7:00 p.m.
CPE Credits: 1-Other
$39
member
$64
nonmember
Jun
14
WED
Retirement Planning: Next Stage for You or Your Client Webinar
2:30 p.m. - 4:30 p.m.
CPE Credits: 2-Other
$89
member
$114
nonmember
Jun
15
THU
Walter Haig's Business Financial Health Checkup Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember
Jun
16
FRI
Individual and Financial-Planning Tax Camp Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
20
TUE
The Best Individual Income Tax Update Course Webinar
10:00 a.m. - 6:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
21
WED
Legal Planning for Care Giving of Elderly/Disabled Clients Webinar
9:30 a.m. - 10:30 a.m.
CPE Credits: 1-Other
$39
member
$64
nonmember
Jun
21
WED
Individual and Financial-Planning Tax Camp Webinar
11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
22
THU
Walter Haig's Personal Financial Health Checkup Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember
Jun
26
MON
Retirement Planning: IRAs Webinar
9:30 a.m. - 10:30 a.m.
CPE Credits: 1-Tax
$55
member
$80
nonmember
Jun
26
MON
Eldercare Financial Scam Protection Webinar
1:30 p.m. - 2:30 p.m.
CPE Credits: 1-Other
$39
member
$64
nonmember
Jun
27
TUE
The Best Individual Income Tax Update Course Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jun
28
WED
A History of Investing and a Look Ahead Webinar
5:00 p.m. - 6:30 p.m.
CPE Credits: 1.5-Other
$69
member
$94
nonmember
Jul
3
MON
Individual and Financial-Planning Tax Camp Webinar
11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jul
5
WED
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webinar
10:00 a.m. - 12:00 p.m.
CPE Credits: 2-Tax
$99
member
$149
nonmember
Jul
6
THU
The Best Individual Income Tax Update Course Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jul
12
WED
The Best Individual Income Tax Update Course Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jul
13
THU
Individual and Financial-Planning Tax Camp Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember
Jul
13
THU
Retirement Planning: Next Stage for You or Your Client Webinar
1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$89
member
$114
nonmember
Jul
13
THU
Retirement Planning: IRAs Webinar
4:00 p.m. - 5:00 p.m.
CPE Credits: 1-Tax
$55
member
$80
nonmember
Jul
14
FRI
Walter Haig's Business Financial Health Checkup Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember
Jul
18
TUE
Walter Haig's Personal Financial Health Checkup Webinar
9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember
Jul
18
TUE
Long-Term Care Insurance: Make the Switch Webinar
10:00 a.m. - 11:00 a.m.
CPE Credits: 1-Other
$39
member
$64
nonmember
Show More Results
Link Copied!
×
Questions? Feedback?
powered by
Olark live chat software