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Insights & Resources

Follow emerging trends and dive into key financial topics with our expert-driven research, podcasts, webcasts, and more.

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About The College | News

College News Roundup: May 24 - June 14, 2025

June 14, 2025

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Special Needs Planning | On-Demand Webcasts

Planning in a Crisis: Caregiving and Long-Term Care Transitions

June 10, 2025

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Retirement Planning | Insights

Retirement Planning Strategies for a Changing Economic Landscape

June 05, 2025

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About The College | News

News Roundup: May 10-24, 2025

May 24, 2025

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SUBSCRIBE NOW: CE ON-DEMAND

Introducing Knowledge Hub+: A One-Stop CE Shop

Financial professionals need practical, applicable continuing education covering the topics that matter most to their clients. That’s why The College has created Knowledge Hub+: a premium, subscription-based platform providing over 60 hours of CFP Board-approved CE from more than 35 top financial experts. Knowledge Hub+ will transform your CE experience and deliver on-demand insights designed to elevate your practice.

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Latest Episode

Tax Policy Proposals and Impacts

Eric Ludwig, PhD, CFP® and Sophia Duffy, JD, CPA, AEP® discuss potential effects of proposed tax law changes in 2025.

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Featured Episode

Retirement Planning

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Listen and Learn

Women Working in Wealth

Empowering and Engaging Women in Financial Services

NextGen in 10

The Future of Financial Services and the Generation Shaping It

Wealth, Managed

Today’s Top and Trending Wealth Management Topics