Philanthropic Planning | On-Demand Webcasts
Knowledge & Network The Melton Case Study
Advice on grant-making for philanthropic impact is often missing in financial planning, even when philanthropy is a big part of a client's estate plan. Join The College's CAP® program director Phil Cubeta for a session that can give you the knowledge you need to identify when strategic grant making advice is needed, or when to reach out to specialists to help provide advice.
November 13, 2020
November 13, 2020
Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
November 12, 2020
From The President | Insights
Campaign Gratitude Asks What We Can Do For Our Veterans
September 29, 2020
Special Needs Planning | On-Demand Webcasts
The ABLE Act: An Additional Tool for Individuals With Special Needs
September 17, 2020
Ethics In Financial Services | Insights
Shareholders vs. Stakeholders: Balancing Financial Ethics and Business
September 15, 2020
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020