ThinkAdvisor | American College Rolls Out CFP® Continuing Education Platform
June 24, 2024

ThinkAdvisor writer John Manganaro details the public launch of The College’s Knowledge Hub+ subscription platform, featuring CFP® CE-approved content available for just-in-time learning.

Morningstar | Retirees That Annuitize Income Spend Twice as Much as Retirees With an Equal Amount of Non-Annuitized Savings
June 25, 2024

College wealth management and retirement planning experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® discuss how advisors and clients can work toward lifestyle goals through annuity products and other strategies.

Morningstar | Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning
June 25, 2024

College retirement planning thought leaders Wade Pfau, PhD, CFA, RICP® and Don Graves examine how reserve mortgage strategies can help in retirement planning – and why such products have gotten a bad rap over time.

USA Today | Financial Consultant: Definition and What They Do
June 27, 2024

Industry experts discuss the merits of various financial services designation programs, including The College’s Chartered Financial Consultant® (ChFC®) Program.

Human Capital Innovations | Diversity and Inclusion and Empowering Women in Finance with Lindsey Lewis
June 28, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, speaks with Dr. Jonathan H. Westover in a podcast about how to empower women in the financial services field.

Listen as industry thought leaders take part in a thought-provoking discussion on the best strategies to tackle the complexities of long-term care, disability, and caregiving. Gain actionable insights on how to integrate the latest research and policy developments into your practice.

In this episode of our Shares podcast, recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought leaders and financial professionals in attendance to discuss the impact of The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program. He talks specifics about the content of the program and dives deeper into the value of specialized tax planning knowledge for advisors in all areas of financial services.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

InvestmentNews | “Women Are Built For This Business”
June 18, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, spreads the word about The College’s annual Women Working in Wealth Award recognizing women in financial services who mentor, support, and advocate for women in the profession.

Kiplinger | Tax-Smart Strategies for Account Withdrawals
June 19, 2024

Professor of practice Wade Pfau, PhD, CFA, RICP® discusses ideal strategies for drawdown of assets in retirement – and why waiting until clients are forced to take required minimum distributions (RMDs) could be costly in the long run.

Financial Advisor | Helping Clients Choose The Right Time To Retire
June 21, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at why some clients may not need to retire as early as planned due to differing lifestyles and work situations.

In this episode of our NextGen in 10 podcast, host Clarisa Hernandez, CFP®, ChFC® speaks with Jeff Landt, CFA, CFP® about practical ways advisors can better communicate their value to clients to strengthen the relationship and help them avoid costly pitfalls.

Jeff Landt, CFA, CFP® is a senior vice president and the chief investment officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the chief investment officer, he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

In this episode of our NextGen in 10 podcast, host Clarisa Hernandez, CFP®, ChFC® speaks with  Jeff Landt, CFA, CFP® about how an advisor's value to a client is sometimes difficult to quantify, yet those who get professional advice have more clearly defined life goals and better investing outcomes.

Jeff Landt, CFA, CFP® is a senior vice president and the chief investment officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the chief investment officer, he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
 

In this episode of our NextGen in 10 podcast, host Matt Aaron, CFP®, RICP® speaks with Rianka Dorsainvil, CFP® about her unique career path into financial services and how people from non-financial backgrounds are finding great success and satisfaction in the industry.

Rianka Dorsainvil, CFP®, co-founder and co-CEO of 2050 Wealth Partners, focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. As a financial planner and an advocate for diversity, equity, and inclusion, Dorsainvil believes that first-generation wealth-builders are a community that has been underserved by the financial planning profession for too long – and she’s here to help change the tides. She serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations, such as InvestmentNews’ inaugural 2017 Women to Watch Rising Star award and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.