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Results found: 314

Jeffrey Hatchman

https://www.theamericancollege.edu/about-the-college/our-people/faculty/jeffrey-hatchman
… Planning cb4 related resources - V1 In The News August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Terry Parham Jr.

https://www.theamericancollege.edu/about-the-college/our-people/finserve-network/terry-parham-jr
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Pamela C.V. Jolly

https://www.theamericancollege.edu/centers-of-excellence/center-for-economic-empowerment-equality/team/pamela-cv-jolly
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

James Karthaus

https://www.theamericancollege.edu/about-the-college/our-people/faculty/james-karthaus
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Philip Cubeta

https://www.theamericancollege.edu/about-the-college/our-people/faculty/philip-cubeta
…   cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Center for Retirement Income

https://www.theamericancollege.edu/centers-of-excellence/center-for-retirement-income
… with them can make or break the relationship. July 17, 2025 Insights The Future of Social Security: What Advisors … an in-depth discussion about Social Security at Horizons 2025! June 26, 2025 Insights Long-Term Care Planning: Key Questions for …

FinServe Network Convenes for 2024 Summit

https://www.theamericancollege.edu/knowledge-hub/insights/finserve-network-convenes-for-2024-summit
… from The College, from upcoming events like the Horizons 2025 conference to new programming like the Tax Planning …

News & Knowledge

https://www.theamericancollege.edu/centers-of-excellence/center-for-military-veterans-affairs/news-knowledge

2024-2025: A Critical Window for Retirement and Estate Planning

https://www.theamericancollege.edu/knowledge-hub/insights/2024-2025-a-critical-window-for-retirement-and-estate-planning
… [CB3] DEPRECATED - Tertiary Banner 2024-2025: A Critical Window for Retirement and Estate Planning … retirement and tax planning experts explain why 2024 and 2025 tax decisions are critical for your clients. Home / What … favorable rates are scheduled to expire on December 31, 2025, and Slott argued that – against the backdrop of rapidly …

Celebrating the First TPCP Class

https://www.theamericancollege.edu/knowledge-hub/insights/celebrating-the-first-tpcp-class
… to Newsletter Save This Post Browse All Resources May 21, 2025 In June 2024, we announced the Tax Planning Certified … services — the TPCP®, which would launch in January 2025. Within months, the TPCP® buzz was palpable. … Explore the TPCP® Program Tour the TPCP® Program View the 2025 Tax Planning Guide Browse Designations Save This Post …

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Results found: 314

Long-Term Care Planning: Key Questions for Clients

https://www.theamericancollege.edu/knowledge-hub/insights/long-term-care-planning-key-questions-for-clients
… Care Planning: Key Questions for Clients June 25, 2025 One of the biggest expenses individuals can face later …

Alumni Resources

https://www.theamericancollege.edu/knowledge-hub/insights/alumni-resources
… to Newsletter Save This Post Browse All Resources July 10, 2025 Congratulations on completing your program! You’re now …

Philanthropic Planning

https://www.theamericancollege.edu/knowledge-hub/philanthropic-planning

About The College

https://www.theamericancollege.edu/about-the-college
… achieve their goals while reducing their tax liability. 2025 The College launches its first-ever consumer awareness …

Retirement Longevity Planning Expert Perspective

https://www.theamericancollege.edu/knowledge-hub/research/retirement-longevity-planning-expert-perspective
… to Newsletter Save This Post Browse All Resources May 13, 2025 As improving social conditions increase life spans and …

Addressing Longevity Concerns in Retirement Planning

https://www.theamericancollege.edu/knowledge-hub/research/addressing-longevity-concerns-in-retirement-planning
… to Newsletter Save This Post Browse All Resources May 21, 2025 Despite more Americans living to age 100 than ever …

Planned Giving With an Impact

https://www.theamericancollege.edu/knowledge-hub/insights/planned-giving-with-an-impact
… and Jobs Act (TCJA) is scheduled to sunset at the end of 2025, which would lower the estate lifetime exemption amount …

Organizational Leadership Certificate

https://www.theamericancollege.edu/learn/certificate-programs/organizational-leadership-certificate
… - V1 Industry Research Curated for You August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

CAAFP 2024 Recap

https://www.theamericancollege.edu/knowledge-hub/insights/caafp-2024-recap
… and continuing to expand our collective impact in 2025. Get an inside look in this year’s recap video. More …

Welcome Jeffrey Levine Professor of Practice

https://www.theamericancollege.edu/knowledge-hub/press/welcome-jeffrey-levine-professor-of-practice
… retirement conference, Horizons, next March 3 to 5, 2025, in Coronado, CA. About the Tax Planning Certified …

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