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Diversity, Equity & Inclusion

As the financial services industry evolves and changes, stay informed on how The College aims to lead advancements in diversity, equity, and inclusion.

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Diversity, Equity & Inclusion | Insights

How To Be A Trustworthy Leader For Your Clients

By Daralee Barbera

August 15, 2023

LGBTQ couple speaking with advisor
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Diversity, Equity & Inclusion | On-Demand Webcasts

Pride: Financial Planning Considerations for Your LGBTQIA+ Clients

July 13, 2023

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Diversity, Equity & Inclusion | Insights

Aging: Everyone Is Doing It, But Women Tend To Do It Longer

By Kaylee Ranck

June 29, 2023

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Diversity, Equity & Inclusion | Insights

6 Expert Strategies For Advanced Special Needs Planning

By Lindsey Lewis

June 17, 2023

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Diversity, Equity & Inclusion | Insights

ESG Investing Takes Center Stage

By Azish Filabi

May 17, 2023

George Nichols with FinServe DE&I panel
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Diversity, Equity & Inclusion | Insights

FinServe Network Advisors Highlight Practical Ways to Boost Diversity

April 18, 2023

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Diversity, Equity & Inclusion | Insights

How To Meet The Needs Of Women Clients

March 20, 2023

DEI Disruption
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Diversity, Equity & Inclusion | Insights

The Long Game to Diversify an Industry

March 17, 2023

WWiW Attendee Group Photo
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Diversity, Equity & Inclusion | Insights

2023 Women Working in Wealth SummitSM

March 10, 2023

WWiW 2023 ward Winners
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Diversity, Equity & Inclusion | Insights

Introducing the 2023 Women Working in WealthSM Award Winners

March 08, 2023

James A. Roy
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Diversity, Equity & Inclusion | On-Demand Webcasts

A Soldier-Citizen Recipient's Perspective

January 19, 2023

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Diversity, Equity & Inclusion | On-Demand Webcasts

Service and Sacrifice of Military Members from a Command Team View

November 08, 2022

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Diversity, Equity & Inclusion | On-Demand Webcasts

George Nichols III on Increasing Diversity in Financial Services

October 17, 2022

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Diversity, Equity & Inclusion | Podcasts

Growing As An Ally with George Nichols III

By Lindsey Lewis

October 05, 2022

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Diversity, Equity & Inclusion | On-Demand Webcasts

How to Attract Gen Z Talent to Financial Services

August 29, 2022

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Diversity, Equity & Inclusion | Research

Advisors’ Perceptions of Success Study

July 21, 2022

50 Results
George and Mary at Presidents dinner
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Diversity, Equity & Inclusion | Insights

Celebrating the Generosity and Impact of Our Visionary Donor

By Kaylee Ranck

December 12, 2023

Women advisor summit speakers panel
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Diversity, Equity & Inclusion | Insights

Five Lessons from the Investment News Events: Women to Watch Awards and Women Advisor Summit

By Lindsey Lewis

December 12, 2023

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Diversity, Equity & Inclusion | Insights

Congratulations to our 2023 Ameritas Scholarship Awardees

By Joellen Meckley, Lindsey Lewis

December 12, 2023

Veteran giving a salute in front of the American Flag
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Diversity, Equity & Inclusion | Insights

Military Center Executive Director Message to Supporters

December 01, 2023