PFP Executive Committee (PFP EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (PFS CC) chair, Oscar Vives, kick off the New Year in this episode of the PFP Section podcast. They answer the following questions:

What did you learn in 2023 that was meaningful to you personally and professionally?
What were the PFS CC and PFP EC milestones in 2023?
What is the PFP Division celebrating in 2024?
What are the focus areas for the committees in 2024?
What is your favorite PFP Section resource?
What are you looking forward to personally and professionally in 2024?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Happy 2024 from the PFP EC and PFS CC chairs! {PFP Section}

AICPA Personal Financial Planning (PFP)