From The President About The College Financial Planning | Insights
Welcoming Our Newest Professor of Practice, Jeffrey Levine
To fill the growing gap between advisor knowledge of tax-informed planning and client demand for it, we knew we had to leverage our deep professional connections. That’s why we’re welcoming a pro who has specialized in this topic since before it was “in.”
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October 14, 2024
October 14, 2024
About The College Diversity, Equity & Inclusion From The President | Podcasts
Shares: Expanding the Reach of Financial Services
September 16, 2024
From The President | Insights
Remembering Peter C. Browne, LUTCF, A Servant Leader in Life Insurance
August 01, 2022
From The President | Insights
Deepending Our Understanding to Better Assist Those Who Serve
May 27, 2022
From The President | Insights
Five Critical Considerations to Advance Financial Literacy
April 27, 2022
About The College Diversity, Equity & Inclusion From The President | Podcasts
Shares: Expanding the Reach of Financial Services
September 16, 2024