Limited-Time Savings
Save $1,000 until 11/3 on ChFC®: a flexible, online, and proven financial planning education.
Limited-Time Savings | Save $1,000 until 11/3 on ChFC®: a flexible, online, and proven financial planning education. Enroll Now
Explore the MSFP
Achieve planning mastery with a flexible, modular graduate program.
Featured Event
Advanced Special Needs Planning Symposium
Exclusively on Knowledge Hub+
Featured Research
Advising Through Uncertainty
See how you can prepare clients for market uncertainty.
Featured Insight
New Campaign Spotlights the Specialist
Learn what we’re doing to promote your expertise.
Horizons 2026
Join us in Orlando for an epic retirement planning experience!
CMSgt, USAF (Ret.)
PhD
JD, MA
PhD, CFP®