College News Roundup: Week of April 15, 2024
The latest news and media from the financial services industry showcasing The College and our network of thought leaders.
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Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
View DetailsThe College Launches Tax Planning Certification Program
View DetailsApril 22, 2024
At The American College of Financial Services, our thought leaders are spearheading important discussions on the most pressing topics in financial services today. Here’s a look at how we’re continuing to drive conversation in the industry.
Nasdaq | Actionable Outcomes for Advisors and Clients
April 19, 2024
Kaylee Ranck, PhD, director of College research, Eric Ludwig, PhD, CFP®, director of the American College Center for Retirement Income, Jennifer McCauley-Weiss, MBA, RICP®, CLU®, vice president and head of annuity services and marketing at New York Life Insurance Company, and Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, chief executive officer of Bryn Mawr Capital, join Jill Malandrino on Nasdaq TradeTalks to discuss the knowledge gaps and behaviors around areas such as social security, long term care, life expectancy, and actionable outcomes for advisors and clients.
Financial Advisor | Beyond The Alphabet Soup: What Advisors Need To Know About Medicare
April 17, 2024
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the benefits and drawbacks of certain types of Medicare options and how today’s advertising surrounding these benefits can sometimes be misleading to clients.
Related Posts
Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
View DetailsThe College Launches Tax Planning Certification Program
View Details