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🚨 Register Now: March 18 Webinar — Taxes, Macro-Trends & the OBBB Shake-Up
Global markets are shifting — and proactive client guidance has never been more important. Join us on March 18, 2026 | 10:00 – 11:00 AM MDT for an insightful session designed to help advisors turn regulatory and economic changes into actionable strategies for clients. We’ll explore: 🔹 Key 2026 IRS annual limit changes you…
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SECURE 2.0 Updates Advisors Should Be Discussing
Whether you’re actively advising clients or studying for a designation like CRPC®, AAMS®, FPQP® or CRPS®, understanding the latest retirement legislation is critical — and SECURE 2.0 is one of the biggest developments advisors should be aware of in 2026. This law continues to reshape retirement planning — from contribution…
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Tax-Efficient Withdrawal Sequencing — What Are You Doing in Practice?
As we move deeper into tax season and planning conversations, tax-efficient withdrawal sequencing is becoming one of the most important strategies advisors should understand — especially when helping clients optimize retirement income. The big question: 👉 Are you withdrawing from taxable, tax-deferred, or Roth accounts…
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Eligibility for ADA Accommodations: What You Need to Know
We believe education should be accessible to everyone. The College for Financial Planning® — a Kaplan Company — complies with the Americans with Disabilities Act (ADA) of 1990 and applicable regulations to ensure full access to our programs and services. We do not deny or limit access based on disability. ✅ Requesting an…
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Roth vs. Traditional Contributions in the 2026+ Tax Environment
As tax rules evolve, understanding the difference between Roth and Traditional contributions is more important than ever. In the 2026 tax environment, the key distinction still comes down to one major factor: ➡ Do you want the tax break now — or tax-free growth and withdrawals later? 🔎 Traditional Contributions Pre-tax…
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Who to Contact at the College?
For questions about enrollment or to request a change of offering, contact Enrollment: Phone: 800-237-9990, option 3 Email: enroll@cffp .edu Fax: 303-220-1810 Student Services & Course Extensions Course extensions are available for a fee. Contact Student Services for support: Phone: 800-237-9990, option 2 Email:…
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🌟 Celebrate Random Acts of Kindness Day! 💛
Did you know February 17 is Random Acts of Kindness Day? It’s a perfect reminder to spread positivity, brighten someone’s day, and make small gestures that have a big impact. Here are some simple ways to participate: Compliment a colleague or peer—genuine words go a long way. Leave a thoughtful note or send an encouraging…
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2026 Annual Limits: A Handy Guide for Planning Professionals
Did you know? The College for Financial Planning offers a handy resource to make annual limits easy to access and use. The 2026 Annual Limits Quick-Reference Guide is a concise, faculty-curated document designed for students, alumni, and financial planning professionals. It provides the most up-to-date annual limits and…
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🗳️ Poll: How Do You Prefer to Engage with Peers and Faculty?
We want to hear from you! Let us know which ways you most enjoy connecting and learning in our community. 💡 Bonus: Share in the comments why you prefer your choice!
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Tax Season Is Officially Here—Here’s What Advisors & Accountants Should Watch Now
Once tax season begins, the window for planning doesn’t close—it just shifts. This is the moment to move from preparation to precision and help clients avoid costly surprises. 🔍 Key Areas to Pay Attention To Cash flow & liquidity needs Clients may underestimate tax payments or forget quarterly estimates—now’s the time to…