Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put.

Presented by the Women & Finance Knowledge Circle: Recent events in the middle east and Ukraine have caused many to consider how they might approach personal continuity within an extreme situation.

Self-study exam based on the Journal of Financial Planning, June 2025 Issue

Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules!

Self-study exam based on the Journal of Financial Planning, May 2025 Issue

1 CFP® CE | Join Stephen Resch and guest Jamie Hopkins as they discuss the often-over-looked use of home equity in aretirement plan.

1 CFP® CE | Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision.

A Practical Application of CFP Board’s Code and Standards

1 CFP® CE | In financial planning, Social Security is often underestimated or treated as a secondary consideration.

Self-study exam based on the Journal of Financial Planning, April 2025 Issue