Developing a Personal Financial Plan – The Systematic Process from Data Gathering to Implementation and Monitoring

Webinar Qualifies For

• 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 2 CPD Credit of Finance for CPA in Canada
• 2 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321297)
• 2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
• 2 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 2 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
• 2 CPD Credit for Chartered Accountant - ICAEW
• 2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 2 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
• 2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 2 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
• 2 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
• 2 CPD Credit for Chartered Accountants - Scotland
• 2 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
• 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 2 CPD Credit for Chartered Accountants - Ireland (CAI)
• 2 CPD Credit for CPA - Ireland
• 2 PL Credit of Finance for CIPM
• 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 2 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
• 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Warren Bergstein, CPA, AEP©

Partner, Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.