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Thank you for your patience as we transition to our new Learning Management System.
Please be advised that access to CPE courses, conferences, and certificates of completion will no longer be available through your Learning Record. Moving forward, registered participants will receive email communications with detailed instructions and access links.
If you have any questions, please reach out to Solutions Support at (919) 469-1040. We appreciate your understanding and continued support as we work to improve your learning experience.
Join the NCACPA Financial Planning Network on Tuesday, March 26 from 12:00 pm – 1:00 pm as Mike Walther, CPA/PFS, CFP®, CFA® presents the Essential Elements of a Special Needs Financial Plan. Mike will cover critical areas that CPAs and financial planners need to know when working with special needs families. His ... More Info
Join the Financial Planning Networking Group and a panel of experts on Tuesday, January 23 from 12:00 pm – 1:00 pm as they deliver their best financial planning ideas for 2024. The panel includes: Michelle Davis, CPA/PFS, Ed Fulbright, CPA/PFS, Jack Heil, CPA/PFS, CFF®, Paula McMillan, CPA/PFS, CFP®, CGMA, and Linda Poulson, ... More Info
Join local young professionals and the NCACPA Young Professionals Cabinet for an informal meetup at OpenTap in Charlotte. We will be networking and socialize from 5:30-7:30 pm on Thursday, November 2. Registration is not required but requested if possible. Light appetizers from Chop Chop Red Pot will be provided. Additional food ... More Info
Join the NCACPA Financial Planning Networking Group and Paula McMillan on Tuesday, February 27 from 12:00 pm – 1:00 pm to learn what you need to know about crafting optimal withdrawal strategies. Gain the knowledge and tools needed to navigate diverse scenarios within the complexities of withdrawal planning. From tax-efficient strategies ... More Info
Are you ready to take control of your retirement journey and make the most of the years leading up to and following your retirement? Join the NCACPA Financial Planning Networking Group on Tuesday, November 28 from 12:00 pm – 1:00 pm, as we delve into the essential aspects of retirement ... More Info
Join in for an engaging virtual event to connect and learn about NCACPA from the perspective of a young professional on Thursday, December 7 from 12:00 – 1:00 pm! Discover the immense value of the association and benefits provided to the accounting community. Learn the ins and outs of how to ... More Info
Are you kept up at night worrying about how you will pay for yours or your family member’s long term care needs in assisted living or nursing homes? Do you fear running through your savings to pay for this? Join the NCACPA Financial Planning Networking Group on Tuesday, December 5 ... More Info
Join financial planner Michelle Davis, CPA, and the Financial Planning Networking Group on Tuesday, October 17 from 12:00 – 1:00 pm for an event on navigating financial security while dealing with higher-than-normal inflation. This informative and actionable presentation delves into the intricacies of high inflation’s impact on your purchasing power, savings, ... More Info
With healthcare going up faster than other costs in retirement, upfront planning – now – matters. Procrastination is costly and can leave you with less options. This planning includes understanding Medicare as the healthcare system everyone must utilize in retirement. The Financial Planning Networking Group is pleased to welcome Paula McMillian ... More Info