College News Roundup: Week of July 8, 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 DetailsJuly 15, 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.
AARP | Make Your Retirement Savings Last
July 8, 2024
WMCP® Program director Michael Finke, PhD, CFP® discusses how those at or near retirement can maximize their chances of maintaining a comfortable lifestyle throughout their golden years.
Life Annuity Specialist | How Demise of “Chevron” Could Affect Sales of Life Insurer Products
July 8, 2024
Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® looks at how the Supreme Court’s latest decisions on the authority of government agencies could affect the financial services industry.
PlanAdviser | ERISA Advisory Council Makes Case for Annuities as Part of QDIA
July 8, 2024
WMCP® Program director Michael Finke, PhD, CFP® speaks to the benefit of guaranteed income products as a part of a balanced retirement strategy.
WalletHub | 2024’s Best Online Checking Accounts
July 8, 2024
Adjunct professor Hossein Salehi, PhD, CFP® offers advice on how people can maximize the use of their online savings accounts.
Financial Advisor | Preventing Second Home Dreams From Becoming A Nightmare
July 12, 2024
Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses how to navigate the decision to buy a second home in retirement and avoid potential pitfalls.
WalletHub | Best Credits Cards for People with Bad Credit
July 15, 2024
Adjunct professor Jason E. Heller, PhD, CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CAP®, CMFC®, AAMS®, CRPC®, CFS®, FSCP®, AWMA®, CRPS®, BCAA, AEP®, CFBS®, CDFA®, RMA®, CIS®, CAS®, CES®, AIF®, BFA™, APMA®, CFED®, ChSNC®, AFC®, WMCP®, LACP®, CPFA®, C(K)P®, AIFA®, CSRIC® offers advice on how to get out of bad credit.
Related Posts
Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
View DetailsThe College Launches Tax Planning Certification Program
View Details