College News Roundup: Week of April 29, 2024
The latest news and media from the financial services industry showcasing The College and our network of thought leaders.
Subscribe to Newsletter
Related Posts
News Roundup February 2 16 2025
View DetailsImpact of Designations on Business and Client Success
View DetailsNews Roundup January 19 26 2025
View DetailsMay 06, 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.
Financial Planning | Can My Client Claim Frozen Embryos as Dependents?
April 30, 2024
Sophia Duffy, JD, CPA, AEP® takes a look at the issues of taxation and dependents and whether a current subject of many legal discussions – frozen embryos – can be claimed as dependents for tax purposes.
USA Today | Annuities Are Key to Retirement. So Why Are So Few of Us Buying Them?
May 1, 2024
Michael Finke, PhD, CFP® examines industry and public perspectives on annuity products and describes how, despite their negative reputation, they can be used responsibly as a part of a holistic financial plan.
Related Posts
News Roundup February 2 16 2025
View DetailsImpact of Designations on Business and Client Success
View DetailsNews Roundup January 19 26 2025
View Details