Free Webinar from AICPA Offers Consumers Financial Planning Guidance and Tips for Estate and Tax Planning

Hosted by AICPA’s PFP Division and 360 Degrees of Financial Literacy

NEW YORK–(BUSINESS WIRE)–On October 19, from 1:00 – 2:00 P.M. ET, the Personal
Financial Planning Division of the AICPA and 360
Degrees of Financial Literacy will host a free webcast that will
provide guidelines for effective estate, tax, and financial planning.
This important webinar will integrate all aspects of financial planning
– including estate, retirement, insurance, and tax planning. It will
feature proactive steps to help ensure financial protection, as well as
strategies that individuals should consider undertaking with their CPA
financial planners before the year ends.

This webinar is extremely timely for consumers given the volatility of
today’s markets and their impact on American’s finances. In fact,
according to an AICPA survey of CPA financial planners conducted earlier
this year, running out of money in retirement was by far the top concern
for their clients. In addition, it comes during National
Estate Planning Week.

What: CPA/PFS credential holders will offer consumers specific
ideas and suggestions to help them better prepare for the future.

Individuals will learn to redefine estate planning in relation to
accomplishing goals, the importance of the team approach to managing a
financial plan and how to do it cost effectively, the impact of longer
life expectancy, improving tax efficiency through asset location, and
retirement planning strategies.

Who: Martin Shenkman, CPA/PFS, Founder – Shenkman Law
Lisa
Featherngill, CPA/PFS, Managing Director, Wealth Planning – Abbot Downing

When: Monday, October 19, 1:00 – 2:00 P.M. ET

How: Reporters and the general public can register
online in advance for the free webinar.

About the AICPA’s PFP Division

The AICPA’s Personal Financial Planning (PFP) Section is the premier
provider of information, tools, advocacy, and guidance for CPAs who
specialize in providing estate, tax, retirement, risk management, and
investment planning advice to individuals, families and business owners.
The primary objective of the PFP Section is to support its members by
providing resources that enable them to perform valuable PFP services in
the highest professional manner.

CPA financial planners are held to the highest standards and are
uniquely able to integrate their extensive knowledge of tax and business
planning with all areas of personal financial planning to provide
objective and comprehensive guidance for their clients. The AICPA offers
the Personal Financial Specialist (PFS) credential exclusively to CPAs
who have demonstrated their expertise in personal financial planning
through testing, experience and learning.

About the AICPA

The American Institute of CPAs (AICPA) is the world’s largest member
association representing the accounting profession, with more than
412,000 members in 144 countries, and a history of serving the public
interest since 1887. AICPA members represent many areas of practice,
including business and industry, public practice, government, education
and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing
standards for private companies, nonprofit organizations, federal, state
and local governments. It develops and grades the Uniform CPA
Examination, and offers specialty credentials for CPAs who concentrate
on personal financial planning; forensic accounting; business valuation;
and information management and technology assurance. Through a joint
venture with the Chartered Institute of Management Accountants (CIMA),
it has established the Chartered Global Management Accountant (CGMA)
designation which sets a new standard for global recognition of
management accounting.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and
Ewing, NJ.

Media representatives are invited to visit the AICPA Press Center at aicpa.org/press.

Contacts

AICPA
James Schiavone, 212-596-6119
jschiavone@aicpa.org