Personal Financial Planning and Your Practice

Nearly 80 million Americans will become eligible for Social Security over the next two decades. This represents an enormous financial planning opportunity. Below are resources for members looking to build their practice by offering financial planning services.

Articles

Presentations

Introduction to Financial Planning and Your Practice


The Basics of Wealth Management


Turning Your Tax Client into a Financial Planning Client


Event Highlight

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Growing Your Practice with Personal Financial Planning Services

Twenty PICPA members visited the chic, The Hub in Conshohocken, to learn about growing your practice with personal financial planning services on Nov. 30. Phil Raymond of Professional Advisors Alliance addressed key factors in why CPA practitioners should consider expanding their practice into this area, including a favorable market, client needs and wants, and overcoming obstacles. PICPA members participated in a networking and cocktail reception after the two-credit, CPE program.
CPE & Events

View our library for in-person, webinar, and On-Demand courses covering personal financial planning.