Deeper CPA financial planner connections with Lori Luck {PFP Section}

Aug 26, 2022

As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn’t take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions:

• Why do the business, finance, and tax skills of CPAs make them strong personal financial planners?
• How did your own life events play a role in becoming a financial planner?
• How do you offer the full scope of needs for your clients from tax compliance to investment management and all in between?
• What is AICPA doing to make sure students know about this career path and serve CPA financial planners throughout their career journey?
• What is the future of the CPA financial planning profession?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 

• Learn about the pathways to the CPA Personal Financial Specialist Credential.
• Make use of the resources in the AICPA Personal Financial Planning Section.
• Check out the blueprint for the new CPA exam which includes personal financial planning. Submit feedback by September 30th.
• Save the dates for PFP Summit taking place in Austin, TX from January 30th through February 1st.
• Save the dates for the advanced PFP conference at AICPA ENGAGE at the Aria in Las Vegas from June 4th through 7th.
• To listen to more episodes in this series, visit here.

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 at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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