Gloria S. Garcia Cisneros headshot

Gloria S. Garcia Cisneros

CFP®, Series 65

CJ Stermetz headshot

CJ Stermetz

CFP®, CEP, Series 65

Hannah Kanstroom headshot

Hannah Kanstroom

CAP®

Kay Blunck headshot

Kay Blunck

CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66

Brian K. Seymour headshot

Brian K. Seymour

CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66

Jason Ellis headshot

Jason Ellis

CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66

Nabia Jenkins-Johnston Headshot

Nabia Jenkins-Johnston

Michael R. Acosta headshot

Michael R. Acosta

CFP®, ChFC®, RICP®, CSLP®

Katlyn Orton

Katlyn Orton

RICP®, Series 6, Series 63, SIE

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About The College News

College News Roundup: Week of February 5, 2024

Financial Advisor | How Clients Can Handle Big Tax Debt
February 5, 2024

In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, adjunct professor of advanced planning and co-director of the American College Center for Retirement Income, discusses how high-net-worth clients and their advisors can approach big owings to the IRS.

ThinkAdvisor | When Clients Are Laid Off, How to Ease the Sting: Advisors' Advice
February 6, 2024

In this piece, FinServe Network ambassadors Terry Parham, Jr., CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP and Andrew Tudor, CFP®, RICP®, CAP® discuss their insights on how best to help clients who may lose their jobs secure and plan for their futures.

Financial Planning | 5 Ways to Help Clients' Kids Land Their First Home
February 7, 2024

In this article, Sophia Duffy, JD, CPA, AEP®, associate professor of business planning, looks at how advisors can help their clients’ children set themselves up for success as homeowners.

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