Executive Summary – AICPA Advanced Personal Financial Planning Conference 2009 On-Demand

Obtain a summary of the timely and relevant information disseminated at the AICPA's 2009 Advanced Personal Financial Planning Conference. This handy PDF Download gives you the most important take-aways from the highly-rated and topical sessions at this conference.

Take away the details on sessions like:

• Economic and Market Outlook for 2009 – Dr. David Kelly
• Behavioral Finance and Investor Biases – Terrance Odean
• Retirement Redesign – Asset Allocation Strategies – Harold Evensky
• Investment Ideas You Should Be Paying Attention To – Scott Welch
• Estate Planning Updates: Post-Election Update – In the Wake of the Uncertainty Surrounding Estate Tax Law Revision – Louis Mezzullo
• Social Security: How Secure? How to Advise Your Clients – Theodore Sarenski
• Best Practices Business Models – Karen Barnhouse, Lyle Benson, Jr., Rebecca Pomering, Theodore Sarenski
• Developing and Retaining a Team for Success – Joseph Cohen, Karen Goodfriend, CPA/PFS, Rebecca Pomering, Mark Tibergien

In over 40 pages, this PDF download gives you the guidance and tips you need to be on top of the changes taking place in personal financial planning.

Note: The On-Demand format is an electronic PDF download file that will be accessible immediately after completing your purchase. Access instructions are included within you order confirmation. This product purchase is non-refundable. For more information about this product or service, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.