College News Roundup: November 16-30, 2024

Financial Advisor | Helping Your Clients Select The Best Retirement Housing Options
November 18, 2024

Associate Professor of Succession Planning Chia-Li Chien, PhD, CFP®, PMP®, CPBC takes a look at how advisors can assist in picking the best living options for their aging clients.

InvestmentNews | More Professional Designations Mean More Success for Women Advisors
November 19, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, looks at how further education can empower women building careers in financial services.

InsurMark | Permission to Spend: Next Level Retirement Income Planning with Michael Finke
November 20, 2024

Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® speaks in this podcast episode about how advisors and clients can work together to maximize the use of the money they’ve spent a lifetime accumulating in retirement.

Business Insider | What Does a Financial Advisor Do?
November 21, 2024

This article breaks down the various roles a financial advisor can play in assisting their clients, including retirement planning through The College’s Retirement Income Certified Professional® (RICP®) designation.

Kiplinger | Sequence of Return Risk: How Retirees Can Protect Themselves
November 25, 2024

Based on research by College retirement expert and Professor of Practice Wade Pfau, PhD, CFA, RICP®, this article examines how retirees can work with their advisors to ensure the safe and secure drawdown of their assets as they age.

Kitces.com | Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement
November 27, 2024

College Adjunct Professor Kathleen M. Rehl, PhD, CFP®, CeFT® Emeritus, discusses how advisors can begin conversations on charitable giving with their clients.

Financial Advisor | Is The Dream Of A Florida Retirement Over?
December 1, 2024

In the aftermath of severe hurricanes striking Florida, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® examines whether the state is still a prime place for retirees to move.