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.

Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this.

Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners.

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

For many clients navigating the college search and application process, a key question is: How much will this cost?

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