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
Tax Planning | On-Demand Webcasts
Preview the Tax Planning Certified Professional® Program!
November 12, 2024
Retirement Planning | Insights
Planning Strategies to Mitigate the Impact of the 10-Year Rule
November 05, 2024
Tax Planning Representation Wealth Management | Podcasts
A Deep Dive Into Tax-Informed Planning
November 04, 2024
Practice Management Representation Wealth Management | Podcasts
The Power of Coordinated Planning
October 28, 2024
Ethics In Financial Services | Insights
Azish Filabi Highlights Ethical Risks of AI in Financial Services
October 25, 2024
Ethics In Financial Services | Insights
AI Ethics in Financial Services: Navigating Opportunities and Challenges
October 25, 2024
Representation | Insights
MRG Consortium’s First Quarterly Meeting and Participation in MRG Networking Lounge
October 21, 2024
Representation | Insights
AFSA 2024 International Convention and Professional Development Symposium
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