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Insights

Get timely takeaways from College leaders, events, industry news, and more to power your professional growth.

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Retirement Planning | Insights

What You Need to Know About Trump Accounts

August 25, 2026

Dave Alison speaking at Horizons 2026
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Tax Planning | Insights

How to Master Client Acquisition Through Tax Management

July 21, 2026

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Ethics In Financial Services | Insights

Shareholders vs. Stakeholders: Balancing Financial Ethics and Business

By Azish Filabi

September 15, 2020

A couple considering their retirement future
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Retirement Planning | Insights

Planning for a Longer (and More Expensive) Retirement

By Michael Finke

May 20, 2024

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Retirement Planning | Insights

RICP® vs CFP® and CLU®

February 18, 2021

Deborah Glenn
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About The College | Insights

Honoring Deborah Eskridge Glenn With the Lang Dixon LEAD Award

August 11, 2026

Financial professional female smiling in her office
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Practice Management | Insights

ChFC®: Paving a Path to Success

March 12, 2025

Group of financial advisors working on a spreadsheet together
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Ethics In Financial Services Retirement Planning | Insights

Can You Reduce Systematic Risk in Your Client’s Portfolio?

By Azish Filabi

November 14, 2024

Photos of Kaylee Ranck and Joellen Meckley against a beach sunset background
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Retirement Planning Special Needs Planning | Insights

Long-Term Care Strategies in Retirement Planning

April 16, 2025

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Practice Management | Insights

AI in Financial Advising

July 14, 2025

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Retirement Planning | Insights

Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

By Steve Parrish

February 21, 2020

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Special Needs Planning | Insights

A Guide to Government Benefits for Families With Special Needs

December 01, 2020

Woman looking at the Retirement Income Literacy Study on her laptop
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Retirement Planning | Insights

Retirement Planning Strategies for a Changing Economic Landscape

June 05, 2025

Panel of speakers on stage from Horizons 2026 conference
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Retirement Planning | Insights

Retirement Planning Takeaways From Horizons 2026

May 28, 2026

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Retirement Planning | Insights

Case Study: The Two Economic Powers Approach

March 17, 2020