Financial Planning Seminars
PICPA



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


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


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