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
View all committee opportunities or chat with the PICPA Resource Center through the chat function at the bottom of the screen or call (215) 496-9272.