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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.
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Showing 25 of 73 Results
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Oct
5
WED
Retirement Planning: IRAs Webinar
12:00 p.m. - 1:00 p.m.
CPE Credits: 1-Tax
$49
member
$74
nonmember
Oct
7
FRI
A History of Investing and a Look Ahead Webinar
4:00 p.m. - 5:30 p.m.
CPE Credits: 1.5-Other
$64
member
$74
nonmember
Oct
10
MON
Walter Haig's Business Financial Health Checkup Webinar
11:00 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember
Oct
26
WED
Eldercare Financial Scam Protection Webinar
3:00 p.m. - 4:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember
Oct
26
WED
Retirement Planning: Next Stage for You or Your Client Webinar
4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember
Oct
27
THU
Walter Haig's Personal Financial Health Checkup Webinar
10:00 a.m. - 6:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember
Oct
27
THU
Legal Planning for Care Giving of Elderly/Disabled Clients Webinar
1:00 p.m. - 2:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember
Oct
28
FRI
Long-Term Care Insurance: Make the Switch Webinar
2:00 p.m. - 3:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember
Oct
31
MON
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember
Oct
31
MON
How to Settle a Client's Estate Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember
Nov
1
TUE
The Best Individual Income Tax Update Course by Surgent Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember
Nov
1
TUE
The Best Individual Income Tax Update
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$259
member
$359
nonmember
Nov
1
TUE
Retirement Planning: IRAs Webinar
9:00 a.m. - 10:00 a.m.
CPE Credits: 1-Tax
$49
member
$74
nonmember
Nov
2
WED
Select Estate and Life Planning Issues for the Middle-Income Client Webcast
8:00 a.m. - 11:30 a.m.
CPE Credits: 4-Tax
$139
member
$189
nonmember
Nov
8
TUE
The Best Individual Income Tax Update Course by Surgent Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember
Nov
8
TUE
The Best Individual Income Tax Update Course by Surgent
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Malvern
Penn State Great Valley - Main Bldg
$259
member
$359
nonmember
Nov
10
THU
Securing a Comfortable Retirement in the Age of Spending Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 4-Tax; 4-Other
$259
member
$359
nonmember
Nov
11
FRI
Social Security and Medicare: Planning for You and Your Clients Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember
Nov
11
FRI
Fiduciary Accounting and Tax Issues of Estates and Trusts Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 4-A&A; 4-Tax
$259
member
$359
nonmember
Nov
11
FRI
A History of Investing and a Look Ahead Webinar
4:30 p.m. - 6:00 p.m.
CPE Credits: 1.5-Other
$64
member
$74
nonmember
Nov
14
MON
Walter Haig's Business Financial Health Checkup Webinar
12:00 p.m. - 8:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember
Nov
21
MON
The Best Individual Income Tax Update Course by Surgent Webcast
8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember
Nov
29
TUE
Eldercare Financial Scam Protection Webinar
1:30 p.m. - 2:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember
Dec
1
THU
Long-Term Care Insurance: Make the Switch Webinar
2:30 p.m. - 3:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember
Dec
2
FRI
Walter Haig's Personal Financial Health Checkup Webinar
11:00 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember
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