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Get involved in the Personal Financial Planning Center Community! Learn more about each of the committees that support the center, get updated with our member publications, and share ideas with your peers in the member forums.

 

AICPA Personal Financial Planning Committees and Task Forces

2009 Advanced PFP Conference Highlights

 

Member Communications

 

2008 Advanced PFP Conference Highlights

AICPA PFP Members in the News

The National Accreditation Commission

PFP Networking Groups

Specialized Communities & Firm Practice Management Annual Report

PFP Online Discussion Forum

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MEMBER SPOTLIGHT 

 

  Mackey McNeill, CPA/PFS, IAR

President/CEO

Mackey Advisors™ CPA’s & Wealth Advisors

 

Mackey McNeill is the President/CEO of Mackey Advisors™ CPA’s & Wealth Advisors, a firm she founded in 1983 which has been recognized as one of the largest women-owned businesses in Greater Cincinnati.  She is a frequent radio show guest and writes a regular column on current financial topics called, Smart Women, Smart Money. 

 

Mackey's passion is to support her clients in expanding their current paradigms of prosperity.  These ideas are captured in her award winning book: The Intersection of Joy and Money, named Most Life-Changing Book and Outstanding Book of the Year by Independent Publishers.  In her book, Mackey uses her experience and knowledge to lead the reader through a journey of self-discovery and self-actualization, a revolutionary way to create prosperity.

 

Mackey has the credentials to support her passion.  She is a CPA, Personal Financial Specialist, Investment Advisor Representative and a certified Enneagram teacher.  A native Georgian, Mackey graduated cum laude from the University of Georgia. Learn More>>

A new addition to the Personal Financial Planning Center. "Member Spotlight" will feature a different member of the PFP Section or PFS Credential community on a regular basis and include a brief description about their practice and how they benefit from the AICPA's Personal Financial Planning Specialty Area. When you decide to participate in the "Member Spotlight" section, you will gain recognition from the PFP community, the greater CPA profession, consumers as well as other professional service providers. Both experienced and inexperienced PFP practitioners with small and large practices will be featured and represent the diversity of our community. If you are interested in this marketing opportunity, please send an email.