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Insights

Get timely takeaways from College leaders, events, industry news, and more to power your professional growth.

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402 Results
Michael Finke
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Retirement Planning | Insights

The Future of Social Security: What Advisors Need to Know

June 26, 2025

TPCP Inaugural Class Cert
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Tax Planning About The College | Insights

Recognizing the TPCP™ Inaugural Class of 2025

June 26, 2025

Long Term Care RT
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Special Needs Planning Retirement Planning | Insights

Long-Term Care Planning: Key Questions for Clients

June 25, 2025

From Recognition to Realization
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Representation From The President | Insights

From Recognition to Realization

June 18, 2025

Woman looking at the Retirement Income Literacy Study on her laptop
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Retirement Planning | Insights

Retirement Planning Strategies for a Changing Economic Landscape

June 05, 2025

Wade Pfau presenting on stage at Horizons
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Retirement Planning | Insights

Climbing the Retirement Mountain With Wade Pfau

May 22, 2025

Row of American flags
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About The College From The President | Insights

The Power of Remembrance

By George Nichols III

May 22, 2025

Two students studying for their exams
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Practice Management | Insights

How to Prepare for the CFP® Exam

May 22, 2025

Man being handed his proof of certification
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About The College Tax Planning | Insights

Celebrating the First Tax Planning Certified Professionals™

May 21, 2025

Financial advisor meeting with two elderly clients
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Retirement Planning | Insights

Employed Septuagenarians: Working With the Older Client

By Steve Parrish

May 15, 2025

Photo of James Zortman
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About The College | Insights

Vice Admiral Zortman Named 2025 Recipient of Soldier-Citizen Award

May 14, 2025

Fiona Greig speaking on stage
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Retirement Planning | Insights

Fiona Greig and the $82 Trillion Opportunity

May 08, 2025

Shares Podcast Logo
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Retirement Planning | Insights

Perfecting Plan Design for Retirement Benefits

By Michael Finke

May 01, 2025

Eric Ludwig and Jamie speaking to each other
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Retirement Planning | Insights

Navigating Retirement Income Planning in Volatile Markets

By Eric Ludwig

April 30, 2025

Jamie Hopkins speaking on stage at an event
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Retirement Planning | Insights

The Future of Retirement Income is Service, Not Strategy

April 28, 2025

Middle aged man shaking hands with his advisor
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Practice Management | Insights

How Clients Benefit From Designations

April 24, 2025