Financial Planning and Wealth Management Knowledge Hub

Whether it's college planning, investing or managing wealth, CPAs and accounting professionals need to stay abreast of the latest regulations, tax implications and strategies.

Review our collection of articles, events and resources.

 

 

NJCPA and Third-Party Events

April 16, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
April 17, 2026Live Webcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
May 7, 2026Live Webcast
Behavioral Finance Biases
May 13, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
May 18, 2026Live Webcast
Behavioral Finance Biases
May 28, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
May 30, 2026Live Webcast
Calculating the Retirement Need
June 8, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
June 9, 2026Live Webcast
Behavioral Finance Biases
June 12, 2026Live Webcast
Building Your Personal Net Worth: Invest in Your Future
June 12, 2026Live Webcast
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
June 22, 2026Live Webcast
Behavioral Finance Biases
June 29, 2026Live Webcast
Calculating the Retirement Need
July 24, 2026Live Webcast
Behavioral Finance Biases
July 31, 2026Live Webcast
Calculating the Retirement Need
August 11, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
August 13, 2026Live Webcast
Calculating the Retirement Need
August 20, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
August 21, 2026Live Webcast
Calculating the Retirement Need
August 28, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
September 12, 2026Live Webcast
Calculating the Retirement Need
September 22, 2026Live Webcast
Behavioral Finance Biases
September 23, 2026Live Webcast
What Tax Practitioners Need to Know About Medicare
October 1, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
October 30, 2026Roseland
Surgent's Individual and Financial-Planning Tax Camp
November 3, 2026Live Webcast
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
November 4, 2026Live Webcast
Select Estate and Life Planning Issues for the Middle-Income Client
November 19, 2026Live Webcast
Calculating the Retirement Need
November 20, 2026Live Webcast
The Complete Trust Workshop
December 1, 2026Live Webcast
Estate and Life Planning Issues for the Middle-Income Client
December 17, 2026Live Webcast
Financial Planning: Auto & Homeowners Insurance
January 5, 2027Live Webcast
Financial Planning: Auto & Homeowners Insurance
January 13, 2027Live Webcast
Behavioral Finance Biases
January 15, 2027Live Webcast
Financial Planning: Auto & Homeowners Insurance
January 21, 2027Live Webcast
Behavioral Finance Biases
January 28, 2027Live Webcast
Financial Planning: Auto & Homeowners Insurance
February 1, 2027Live Webcast
Calculating the Retirement Need
February 5, 2027Live Webcast
Behavioral Finance Biases
February 10, 2027Live Webcast
Calculating the Retirement Need
February 17, 2027Live Webcast
Behavioral Finance Biases
March 13, 2027Live Webcast
Calculating the Retirement Need
March 18, 2027Live Webcast
Financial Planning: Auto & Homeowners Insurance
March 25, 2027Live Webcast
Calculating the Retirement Need
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