Tax Planning Retirement Planning | 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 Planning Certified Professional™ (TPCP™) designation.
November 14, 2024
November 14, 2024
About The College Representation | Insights
Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
November 13, 2024
Retirement Planning | Insights
Planning Strategies to Mitigate the Impact of the 10-Year Rule
November 05, 2024
Ethics In Financial Services | Insights
AI Ethics in Financial Services: Navigating Opportunities and Challenges
October 25, 2024
Ethics In Financial Services | Insights
Azish Filabi Highlights Ethical Risks of AI in Financial Services
October 25, 2024
Representation | Insights
AFSA 2024 International Convention and Professional Development Symposium
October 21, 2024
Representation | Insights
MRG Consortium’s First Quarterly Meeting and Participation in MRG Networking Lounge
October 21, 2024
Retirement Planning | Insights
How Professional Credentials Connect to Financial Literacy
October 18, 2024
From The President About The College Tax Planning | Insights
Welcoming Our Newest Professor of Practice, Jeffrey Levine
October 14, 2024
Representation Retirement Planning | Insights
FinServe Ambassador Charts Career-Changing Drive to Serve
October 04, 2024
Ethics In Financial Services | Insights
Drivers of Trust in Consumer Financial Services
October 01, 2024
Ethics In Financial Services Philanthropic Planning | Insights
How to View Ethics Through the Lens of Philanthropic Planning
September 30, 2024
