In this session, participants will explore the strategic use of reverse mortgages as a financial tool within a comprehensive retirement income plan.

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, July 2025 Issue

With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.

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.