Personal Financial Planning

The Personal Financial Planning Committee identifies members’ needs and works to enhance their skills in the estate and personal financial planning arena through the development of a technical conference and other educational opportunities. Committee activities include the planning of an annual conference and submission of content through blogs, podcasts, and articles for the Pennsylvania CPA Journal .

Committee Members

Member
Member
Member
Member
Member
Member
Member
Member
Member
Member
Member
Staff Liaison
Staff Liaison