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COVID-19: Personal Financial Planning

Good health for you, your loved ones, and your clients is paramount now and getting your clients comfortable with their finances is likely a close second. It is understandable that even your most well-educated clients who comprehend their long-term plan and its purpose to meet their most cherished goals is feeling a bit unnerved. They are fortunate to have you there to listen to their concerns and to help them feel more at ease that they will meet their goals. Use these PFP Section, legislative and regulatory updates and other AICPA resources to help you stay current, communicate with your clients and reinforce your role as trusted adviser during this time of uncertainty.

More Personal Financial Planning CPE & Learning will be released in the future
More Personal Financial Planning CPE & Learning will be released in the future
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