Financial Planning Section

The economic situation has caused many individuals, families and businesses to take a second look at their current, and future, financial status. Each week, OSCPA’s Financial Planning Section newsletter addresses a wide-ranging list of financial planning tools, updates and issues that members should consider when counseling their clients. Retirement planning, trusts, 401(k)s, and estate planning are just a few of the weekly topics. Your clients depend on you for current information and sound advice. Join the section that supports your financial planning expertise.

Financial Planning section news

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Financial Planning Special Interest Section
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DATES Annual membership runs May 1, 2013 – April 30, 2014
Member: $35
Non-member: Not available

BENEFITS Financial Planning LinkedIn Group
Legislative update
Listserv disclaimer and policy

 LinkedIn Groups

Now on LinkedIn, OSCPA has created private groups for each Special Interest Section – providing a more dynamic and interactive experience.
  • Easily engage, share and consume information
  • Ask questions and get answers in real time