Diversity, Equity & Inclusion On-Demand Webcasts
How Military Members Can Translate Their Skills Into Success
Listen in as leaders from the Center for Military and Veterans Affairs discuss personal stories of sacrifice and selflessness with Major General Suzanne Vautrinot, USAF (Ret.). They’ll also discuss the skills and leadership that members of the military community can leverage as they work to launch a successful career in financial services.
Financial Planning On-Demand Webcasts
Tax Planning Certified Professional Program Preview
Listen in as our esteemed thought leaders provide insights into the TPCP™ program, the impact it will have on improved client outcomes, and the influence it will have as you look to grow your career.
- Learn about the TPCP™ Program’s unique features and knowledge offerings with Professor of Practice Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™.
- Visualize the student experience with input from our academic support staff.
Ethics In Financial Services On-Demand Webcasts
Using Behavioral Science to Achieve Ethical Excellence
Listen in as our team of thought leaders provide insights on behavioral science discoveries, discuss ethics education programs, and provide a look into the Center for Ethics’ strategy on ethics education.
Retirement Planning On-Demand Webcasts
Timely Topics for Retirement Planners
Listen in as our team of thought leaders discuss important topics such as how to election-proof retirement plans, the Chevron case, new rules for required minimum distributions (RMDs), and more.
Diversity, Equity & Inclusion On-Demand Webcasts
Wealth Gap and Strategies to Combat
Listen as our thought leaders explore recent data on racial and gender wealth gaps, how financial crises disproportionately affect Black and Hispanic families, the critical role of financial education in building and sustaining wealth, and more.
Special Needs Planning On-Demand Webcasts
Tackling the Complex Issues of Aging and Disability
Listen as industry thought leaders take part in a thought-provoking discussion on the best strategies to tackle the complexities of long-term care, disability, and caregiving. Gain actionable insights on how to integrate the latest research and policy developments into your practice.
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Planning for Aging and Disability
Retirement Planning On-Demand Webcasts
Help Your Clients Plan for a Better Retirement
Watch as leaders from the Center for Retirement Income take part in an informational discussion on the importance of tailoring withdrawal strategies to individual lifestyle goals. They’ll also offer insights on creating a retirement income plan that ensures financial security while meeting clients’ personal goals. Get valuable insights that will help you guide clients through complex retirement planning topics.
Financial Planning On-Demand Webcasts
Elevate Your Practice While Ensuring Compliance With New Fiduciary Guidance
Watch as leaders from The College and the National Association of Certified Fiduciaries (NACFF) take part in an informative discussion on the Certified Financial Fiduciary® certification and new Department of Labor fiduciary rules. By taking part in this webcast, you’ll gain valuable insights on how to elevate your practice, gain trust, and drive growth, all while ensuring compliance with new fiduciary requirements.