When it comes to college financial aid, much of the attention (especially this year) is on the Free Application for Federal Student Aid (FAFSA)

Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth, and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan.

A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions.

SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents.

Self-study exam based on the Journal of Financial Planning, April 2024 Issue

Self-study exam based on the Journal of Financial Planning, March 2024 Issue

Self-study exam based on the Journal of Financial Planning, February 2024 Issue

In today's ever-evolving financial landscape, traditional retirement planning strategies often fall short of addressing the unique needs and aspirations of clients as they prepare for their futures.

This program explores the importance of cybersecurity and equips attendees with essential knowledge and skills to navigate the digital landscape securely.

Self-study exam based on the Journal of Financial Planning, January 2024 Issue