News Roundup: February 16-March 6, 2025

Financial Advisor | Helping Clients Who Want to Age at Home
February 20, 2025

This article about helping clients prepare for the expenses involved in retiring at home features engaging insights from Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® and Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®.

ThinkAdvisor | American College Launches AI Retirement Planning Tools, Consumer Ed Course
March 5, 2025

This article details the exciting announcements made by The College at Horizons, the sold-out inaugural retirement planning conference, including a new AI retirement planning tool based on the RICP® Program curriculum and the consumer-focused Retirement Course™.

Financial Advisor | Are The Experts Worried About Social Security's Solvency?
March 5, 2025

Based on insights from Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® and other thought leaders’ discussion at Horizons, this article unpacks the potential downfall of Social Security.

Financial Advisor | Ed Slott: Traditional IRAs Are The Worst Possible Asset To Own
March 6, 2025

This article shares key takeaways from the Horizons session, “The Great Debate: Is the Traditional IRA Dead?” by Professors of Practice Ed Slott, CPA and Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA.