From The President About The College Financial Planning | Insights
Welcoming Our Newest Professor of Practice, Jeffrey Levine
To fill the growing gap between advisor knowledge of tax-informed planning and client demand for it, we knew we had to leverage our deep professional connections. That’s why we’re welcoming a pro who has specialized in this topic since before it was “in.”
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October 14, 2024
October 14, 2024
From The President | Insights
Women in Research: Changing the Face of Financial Services
March 24, 2022
From The President | Insights
Uncover the Meaning Behind Wealth with A Spectrum of Legacies
March 08, 2022
From The President | Insights
The President's Report 2021: Forging New Pathways to Trust in Financial Services
February 15, 2022
From The President | Insights
The Critical Role of Sponsorship in the Pursuit of Economic Justice
January 14, 2022
From The President | Insights
Purpose School: Your Invitation to a Community for Growth and Impact
September 20, 2021
From The President | Insights
One Year Later: Systematic Inequality Will Turn to Sustainable Change...Step by Step
May 25, 2021
From The President | Insights
Conversation with the President: Looking to the Future of Financial Services
May 10, 2021
