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About The College | Insights

Vice Admiral Zortman Named 2025 Recipient of Soldier-Citizen Award

The Center for Military and Veterans Affairs proudly recognizes the achievements of Vice Admiral James Zortman, USN (Ret.), the 2025 Soldier-Citizen Award recipient.

May 14, 2025
May 14, 2025

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Retirement Planning | Insights

Case Study: The Two Economic Powers Approach

March 17, 2020

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Philanthropic Planning | Insights

Is It Better to Give to One Charity or Many?

December 01, 2020

Ed Slott presenting at Horizons 2026 conference

Retirement Planning | Insights

Retirement Tax Planning: No Pain, No Gain

By Ed Slott

June 04, 2026

Two students studying for their exams

Practice Management | Insights

How to Prepare for the CFP^® Exam

May 22, 2025

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About The College | Insights

The Jack Bogle Legacy

January 23, 2019

Work team meeting and laughing together

Practice Management | Insights

Why Employee Financial Literacy is Good for Business

September 26, 2025

"Behavioral Finance" written on an orange notepad

Retirement Planning | Insights

Behavioral Finance 101 With Michael Finke

October 01, 2025

Ryan Swenson and Marco Williams sitting and talking together

Practice Management | Insights

Essential Considerations for Rising Leaders in Financial Services

June 16, 2026

From The President | Insights

Announcing: Your 2025 President’s Report

By George Nichols III

February 24, 2026

An eldery woman and her daughter meeting with a retirement advisor

Retirement Planning | Insights

RICP^®: Improving Retirement Planning Outcomes for You and Your Clients

April 09, 2025

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Special Needs Planning | Insights

Tax Strategies for Special Needs Families

April 09, 2021

TPCP Inaugural Class Cert

Tax Planning About The College | Insights

Recognizing the TPCP^® Inaugural Class of 2025

February 10, 2026

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Ethics In Financial Services | Insights

Insights from the AI & Trust Index Study

May 01, 2026

About The College | Insights

Honoring Our Most Loyal Supporters

November 21, 2025

Don Graves speaking at Horizons 2026 conference

Retirement Planning | Insights

Twelve Overlooked Retirement Planning Conversations

June 04, 2026

Attendees sitting in a conference hall

Practice Management | Insights

The Role of Emotional Intelligence in Financial Planning

By Jodi G. Krausman, Daralee Barbera

September 02, 2026