Podcasts
Making an Impact Through Philanthropic Planning
Whether their clients are individuals and families, business owners, or nonprofit organizations, financial professionals need to know how to use the tools available to maximize impact and minimize…
By
Joellen Meckley
November 18, 2024
Insights
FinServe Ambassador Talks Coordinated Legacy Planning
When building a client’s financial plan, it’s important to ensure that the plan is both holistic and specific in addressing what an individual’s goals are and ways to meet them. That’s the idea…
November 15, 2024
Insights
Remembering Jayne N. Schiff
I am sad to announce the passing of alumna Jayne N. Schiff, MSFS, CLU®, ChFC®, CAP®, ChSNC®, RICP®, REBC®, survived by her husband, Albert J. “Bud” Schiff, CLU®, CAP®, RICP®, son, Matthew E. Schiff,…
By
George Nichols III
November 15, 2024
Insights
Ambassadors Talk Tax Planning at FinServe Summit
Ambassadors from The College’s FinServe Network sat down with Sophia Duffy, JD, CPA, AEP® to discuss the importance of tax-informed planning at the 2024 FinServe Summit — including the new Tax…
November 14, 2024