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Browse all resources within our Knowledge Hub – and continue to accelerate through knowledge.

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Michael Finke
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Retirement Planning | Insights

The Future of Social Security: What Advisors Need to Know

June 26, 2025

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Insurance & Risk Management | Insights

The Ultimate Guide for Choosing the Best Type of Life Insurance Policy

December 15, 2020

Long Term Care RT
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Special Needs Planning Retirement Planning | Insights

Long-Term Care Planning: Key Questions for Clients

June 25, 2025

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Insurance & Risk Management | Insights

Breaking Down the CFP® Certification vs CLU® and ChFC® Designations

November 08, 2021

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Special Needs Planning | Insights

Special Needs Trusts for Gifting and Inheritance

March 31, 2021

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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Wealth Management | Insights

WMCP® vs CFP® Certification

November 09, 2021

CAAFP 2024 conference attendees in the crowd
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About The College Representation | Insights

CAAFP 2024 Recap: Expanding Our Collective Impact

August 23, 2024

Woman sitting on a rooftop with money signs around her
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Representation Practice Management | Insights

The Rising Financial Power of Women

By Lindsey Lewis

March 20, 2025

Man typing on laptop
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Practice Management | Insights

AI in Financial Advising

July 14, 2025

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Special Needs Planning | Insights

Tax Strategies for Special Needs Families

April 09, 2021

Presidents Report 2024 graphic
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From The President About The College | Insights

President’s Report 2024

By George Nichols III

April 04, 2025

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

Gloria S.Garcia Cisneros and Brandon Lovingier receiving their awards
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About The College | Insights

2024 NextGen Financial Services Professional Award

November 22, 2024

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Tax Planning | Podcasts

The Truth About Tariff Impacts

By Michael Finke

April 10, 2025

Overhead view of mountains and city streets
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Representation | Insights

Embracing Diversity in Financial Services

April 23, 2024