RESOURCES for Personal Financial PlannERS

Improve your career, skills, and knowledge as a personal financial planner.

Your gateway to professional PFP resources to improve your work as a CPA.

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Legislative & Regulatory Involvement

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Join the conversation to find answers, ask questions, share knowledge,
and connect with the entire MACPA community.

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Volunteer to get involved in any of these personal financial planning communities.

Personal Financial Planning Conference Planning Community

Personal Financial Planning Blog Posts

Podcast: The AI-powered CPA

Artificial Intelligence (A.I.)
AI is increasingly changing how work gets done, but what could that mean for CPAs and the future of the profession? In this…
Profile

Bill Sheridan

40th annual MACPA PFP Conference addresses increasingly complex issues — and the means for effectively communicating them to clients

Financial Planning
The MACPA’s Personal Financial Planning Committee achieved a notable milestone — its 40th annual conference — on Oct.…
Profile

Seth Hammer

Podcast: The power of storytelling

Personal Financial Planning
In today’s data-driven world, information is everywhere. What truly sets CPAs apart is their ability to tell the story…
Profile

Bill Sheridan
SEE ALL BLOG POSTS

More Upcoming Featured Events for Personal Financial Planners

Conferences, seminars, and unique membership events to move your career and our profession forward, together.

41st Annual Personal Financial Planning Conference

Online
• 8 CPE Credits
SEE ALL FEATURED EVENTS

On-Demand Courses for Personal Financial Planners

Estate planning for all, with Patrick Carlson - Ep. #235 Future-Proof Podcast

On-Demand
• 1 CPE Credit
SEE ALL ON-DEMAND COURSES

Upcoming Events for Personal Financial Planners

Date Title CPE Format Location
10/21/2026 Lifecycle Financial Planning - Disability Insurance 1 CPE Credit Online Online
10/21/2026 Life Insurance - Needs, Uses, & Policy Types 2 CPE Credits Online Online
10/22/2026 Postmortem Estate Planning 4 CPE Credits Online Online
10/22/2026 Estates & Trusts: Executor Duties & Tax Responsibilities in Estate Administration 4 CPE Credits Online Online
10/27/2026 41st Annual Personal Financial Planning Conference 8 CPE Credits Online Online
11/2/2026 Cutting Edge Estate and Financial Planning Trends 8 CPE Credits Online Online
11/5/2026 Unfiled Returns: Bringing Noncompliant Taxpayers Back into the System 2 CPE Credits Online Online
11/10/2026 Lifecycle Financial Planning - Disability Insurance 1 CPE Credit Online Online
11/11/2026 Life Insurance - Needs, Uses, & Policy Types 2 CPE Credits Online Online
12/16/2026 Life Insurance - Needs, Uses, & Policy Types 2 CPE Credits Online Online
SEE FULL EVENTS & CPE CATALOG
Diana Keener

Questions?

To learn more contact Michelle Brown, M.Ed., Chief Growth & Innovation Officer: michelle@macpa.org, 410.406.7249