News Roundup: March 5-19, 2025

401kSpecialist | The American College Launches Accredited Chat Function
March 5, 2025

This article discusses The College’s exciting new endeavors, including an AI retirement planning tool and The Retirement Course announced at Horizons.

401kSpecialist | What Experts are Saying About the State of Social Security
March 6, 2025

This article about the current state of the Social Security Administration consults a panel discussion between industry experts at The College’s inaugural Horizons conference for more information.

ThinkAdvisor | To Change Your Clients’ View of Retirement, Stop Using This Phrase
March 7, 2025

In this article about a Horizons panel discussion between Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® and Michael Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU, REBC, CASL, the value of using optimistic language in financial advising is presented.

CNBC | These Accounts Can Be the ‘Worst Possible Asset’ for Retirement, Expert Says. Here’s Why
March 8, 2025

Consulting Professors of Practice Ed Slott, CPA and Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA at Horizons, this article examines traditional IRAs.

ThinkAdvisor | Former Republican Social Security Chiefs Deride Musk's Actions
March 10, 2025

This article references insights made in a Horizons panel discussion about the current administration's approach to reshaping the Social Security Administration.

Ministry Watch | As Donor-Advised Funds Grow, so Does Philanthropic Advising
March 11, 2025

This article about philanthropic giving references The College’s Chartered Advisor in Philanthropy® (CAP®) Program as one outlet for advisors looking to help their clients meet their charitable goals.

ThinkAdvisor | Dave Ramsey and Suze Orman Are Not Your Retirement Planning Friends, Author Says
March 11, 2025

Summarizing the points made in a presentation at Horizons, this article discusses the dangers of trusting financial advice “gurus” and how advisors can guide clients’ away from misinformation.

AdvisorHub | The FA Show: On the Road at the Horizons Conference with Michael Kitces
March 12, 2025

This episode of the FA Show features numerous thought leaders and industry experts from The College, all filmed at the inaugural Horizons conference.

BenefitsPro | SSA Cuts to Hinder Benefits Claiming Process, Experts Warn
March 13, 2025

This article about the staffing changes and reshaping of the Social Security Administration (SSA) consults the insights of former Senior SSA Officials Jason Fitchner, PhD and Andrew Biggs’s conversation at Horizons.

Brad Pistole, RICP® | The Retirement Course – The American College of Financial Services
March 17, 2025

In this YouTube video, Brad Pistole, RICP® introduces The Retirement Course, The College’s entirely free program designed to strengthen and enhance financial literacy for pre- and current retirees.

Your Money, Your Wealth | What’s the Future of Social Security Under the New Administration?
March 18, 2025

This podcast episode filmed at Horizons discusses the future of Social Security, including insights from Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP®, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, and Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®.