The American College of Financial Services Launches Knowledge Hub Plus CE Platform to All Financial and Nonprofit Professionals
![Knowledge Hub Plus logo and panel headshots](/sites/default/files/inline-images/cb15-knowledgehubplusannouncement-faculty.jpg)
KING OF PRUSSIA, PA – June 11, 2024 – Today marks a significant milestone for financial education as The American College of Financial Services proudly unveils the public launch of Knowledge Hub+, an innovative learning platform delivering valued and valuable continuing education (CE) to help financial and nonprofit professionals increase their knowledge and better serve their clients. Exclusive to The College's alumni in the Professional Recertification Program since January, this resource is now accessible to all as a subscription-based service, empowering learners to achieve more.
"Knowledge Hub+ embodies our commitment to continuous education and professional growth," remarked George Nichols III, CAP®, president and CEO of The American College of Financial Services. "In today's fast-paced landscape, where expertise is paramount, this platform emerges as a beacon of timely, indispensable, and actionable knowledge."
Featuring an array of learning modules spanning eight key focus areas, Knowledge Hub+ caters to the evolving needs of financial practitioners as well as those looking for more robust financial information. From financial planning to ethics in financial services, subscribers can delve into a wealth of insights meticulously curated to enhance their proficiency. With the public launch, the platform showcases over 60 hours of College and CFP Board-approved learning, automated CE reporting, fresh content delivered monthly by industry luminaries and quarterly live webcasts exclusively for subscribers.
"Many pressing challenges are impacting the financial security of Americans that both financial services and nonprofit professionals are working to solve," said Joellen Meckley, JD, MHS, ChSNC®, executive director of the American College Center for Special Needs. "With Knowledge Hub+, we're not just providing knowledge to solve those challenges; we're catalyzing real-time advancements in professional practice."
As financial landscapes evolve, so must the tools available to navigate them. Knowledge Hub+ arrives as a timely solution. From foundational principles to cutting-edge insights, this platform empowers learners to excel across eight vital areas:
- Financial Planning
- Retirement Planning
- Wealth Management
- Insurance and Risk Management
- Advanced Planning
- Philanthropic Planning
- Practice Management
- Ethics in Financial Services
Knowledge Hub+ boasts an impressive lineup of industry experts, ensuring learners receive guidance from the best minds in the field. From distinguished academics to seasoned practitioners, this platform curates insights from luminaries including Michael Finke, PhD, CFP®, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, among others.
"The caliber of expertise within Knowledge Hub+ is unparalleled," said Jared Trexler, The College’s senior vice president and chief marketing and strategy officer. "We're proud to provide a platform where professionals can access the insights they need to thrive in an ever-changing profession."
The platform for applied knowledge includes valuable continuing education from the following industry experts.
The American College of Financial Services Academics:
- Chet R. Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF®
- David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®
- Chia-Li Chien, PhD, CFP®, PMP®, CPBC
- Sophia Duffy, JD, CPA, AEP®
- Azish Filabi, JD, MA
- Michael Finke, PhD, CFP®
- Timi Joy Jorgensen, PhD
- James Karthaus, MA, CFP®, CLU®, ChFC®
- Jennifer Lehman, PhD, JD, CFP®, CAP®
- Eric Ludwig, PhD, CFP®
- Joellen Meckley, JD, MHS, ChSNC®
- Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®
- Ed Slott, CPA
Industry Innovators, Experts, and Practice Management Leaders:
- Dave Alison, CFP®, EA, BPC – C2P Enterprises
- Denise Appleby – Appleby Retirement Consulting
- Ian Berger, JD – Ed Slott and Company, LLC
- Sarah Brenner, JD – Ed Slott and Company, LLC
- Don Graves, RICP®, CLTC® - Housing Wealth Institute
- Philipp Hecker - Bento Engine
- Adam Holt, CFP®, ChFC® - Asset-Map
- Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® - Bryn Mawr Trust, Income Lab, and FinServ Foundation
- Andy Ives, CFP®, AIF® - Ed Slott and Company, LLC
- Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - Keebler & Associates, LLP
- Jeffrey Levine, CPA, PFS, CFP®, RICP®, ChFC®, CWS, AIF, BFA™ - Buckingham Strategic Wealth
- Rick McClanahan - National Association of Certified Financial Fiduciaries, LLC
- Alex Murguia, PhD – RISA
- Wade Pfau, PhD, CFA, RICP® - RISA
- Tina Powell - Intention.ly
- Fred Reish, JD
- Tyrone V. Ross, Jr. - 401 Financial
- Heather Schreiber, RICP®, NSSA® - HLS Retirement Consulting
- Matt Seitz – C2P Enterprises
- Jason L. Smith, CEP®, BPC – C2P Enterprises
- Deirdre Van Nest - Crazy Good Talks
- Kelly Waltrich - Intention.ly
The list of participating experts on Knowledge Hub+ keeps expanding with live quarterly virtual events and new content added monthly. Learn how to expand your opportunities with Knowledge Hub+.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact
Sarah Tremallo
908-967-0381 / Stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / Lindsey.allumbaugh@theamericancollege.edu
Partnership with Couplr.AI
![The American College logo and Couplr AI logo](/sites/default/files/inline-images/cb15-couplrtacpartnershipannoucement%20%281%29.jpeg)
KING OF PRUSSIA, PA – May 14, 2024 – The American College of Financial Services is proud to announce its strategic partnership with Couplr.AI, a leading provider of AI-powered matchmaking solutions for financial advisors and clients. This partnership offers free advisor profiles for potential consumer matching to all designees in The College’s Professional Recertification Program (PRP). These professionals already have access to innovative tools like The College’s Knowledge Hub+ continuing education platform and marketing toolkits to enhance their practice and professional lives.
The PRP is designed for designees in good standing, ensuring the active status of their credential(s) while providing access to tools, platforms, and programs. With the integration of Couplr.AI's proprietary algorithm, PRP designees can potentially take advantage of a technology platform facilitating meaningful connections with potential clients based on mutual interests and needs.
The College is the exclusive designation-conferring institution or organization that can offer free profiles for Couplr.AI’s technology.
"In today's rapidly evolving financial landscape, it's essential for professionals to leverage cutting-edge technologies to thrive in their practice,” said Jared Trexler, senior vice president and chief marketing and strategy officer at The American College of Financial Services. “Couplr.AI's innovative approach aligns perfectly with our commitment to supporting our lifelong learners."
Couplr uses AI and data science to learn more about what consumers and advisors are looking for in their professional relationship and best matches financial advisors with the ideal potential clients across a variety of human and financial dimensions, fostering stronger relationships and helping to increase advisor success rates. The integration of Couplr.AI's functionality within The College's My Learning Hub will enable PRP designees to access this innovative tool seamlessly.
College designees in good standing can opt-in to the partnership by visiting their Learning Hub (hub.theamericancollege.edu), viewing the "My Designations & Certifications" page from the menu, and clicking the button to share information with Couplr.
“Couplr.AI is all about making connections for financial professionals with consumers, potential clients, that they can aid in their financial journey,” said Derek Notman, founder and CEO, Couplr.AI. “The level of expertise possessed by the alumni network of The American College of Financial Services is unparalleled and we are proud to be a connector for their continued success.”
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
ABOUT COUPLR.AI
The Couplr.AI fintech client acquisition solution was specifically built for financial companies and their financial advisors. Couplr is a byproduct of frustration, first-hand experience, need, potential, data science, and the human connection. Financial advisors and the companies they represent want to help as many clients as possible, but with up to 90% of advisors failing in the first three years this is a constant challenge, yet also a huge opportunity. After 18+ years in the financial services industry as an advisor, founder Derek Notman saw one pivotal issue: a lack of empathy and trust in professional financial relationships, especially for people looking to hire a financial advisor. In other words, lead generation was broken. Knowing that human connection was foundational to success, Derek started the journey to find a solution that truly works. A smart fintech solution matching clients and financial advisors. The result feels magical, but are based on financial psychology, behavioral finance, and math. For more information, visit www.couplr.ai.
Contact
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Robert Moldoff Appointed Chief Information Officer at The American College of Financial Services
![Bob Moldoff headshot](/sites/default/files/inline-images/cb15-pressrelease-robertmoldoff.jpg)
KING OF PRUSSIA, PA – March 12, 2024 – The American College of Financial Services announced that Robert Moldoff has been named as Senior Vice President and Chief Information Officer. In this role, Moldoff will be responsible for aligning technology strategy and operations to support The College’s Strategic Plan and vision.
"Bob's leadership and integrity, coupled with his expertise in information technology make him the perfect leader to continue to elevate and innovate information technology at The College,” said George Nichols III, CAP®, president and CEO of The American College of Financial Services. “We look forward to continuing to ensure our IT is at the forefront for higher education and the financial services professionals we serve.”
Moldoff comes to The College with over 30 years’ experience creating and leading information technology (IT) strategy, enterprise application development, IT operations, and cybersecurity. Throughout his career, he has worked as a strategic partner and trusted advisor to executive leadership, guiding design and implementation of complex technology systems.
“I look forward to working with my colleagues at The College to forward the mission of uplifting the financial services profession and society,” said Moldoff. “Technology is at the core of how we deliver value to our students and alumni, and I’m excited to continue to innovate and collaborate to support the systems that deliver our offerings.”
Prior to joining The College, Moldoff served as Chief Information Officer at CGFNS International, Inc., a non-profit serving the global healthcare market with comprehensive credentialing and assessment products. In that role, he had overall responsibility for all technology strategy, application development, security, and information technology operations. Before that, Moldoff was Director of Technology at 4R Systems, Inc., a market leader in retail inventory profit optimization. There, he managed the development, production operations, and cloud migration of large-scale analytical database systems. He also spent over 20 years in different technology roles at SCT and SunGard managing the development, implementation, and support of administrative technology solutions for non-profit higher education institutions.
Moldoff has an Executive Master of Business degree from the Fox School of Business of Temple University and a Bachelor of Science degree in Information Systems from Widener University. He served for nine years in the U.S. Coast Guard and is a Life Member of the Disabled American Veterans.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
The American College of Financial Services Welcomes New Officers and Members to Board of Trustees
![New Board of Trustees headshots](/sites/default/files/inline-images/cb15-2024boardof%20trusteechangespressrelease.jpeg)
KING OF PRUSSIA, PA – February 28, 2024 – The American College of Financial Services has named the new chair and vice chair of its Board of Trustees in addition to recently electing four new members. Salene Hitchcock-Gear, JD, president of Prudential Individual Life Insurance, assumes the title of Board chair after serving as vice chair since 2022. Brandon Carter, CLU®, ChFC®, CFP®, president of USAA Life Insurance Company, will serve as the new vice chair. Additionally, the Board welcomes Lisa Davis, MSM, Kristin Ferguson, Brad Montgomery, CLU®, ChFC®, CPCU®, FLMI®, HIA, CASL, and Matt Spriggs as its newest elected Trustee members. These appointments reflect The College’s commitment to recruiting top-tier talents to bolster its mission of educating and empowering financial services professionals.
“I am beyond pleased to congratulate Salene and Brandon on their new roles and welcome more distinguished industry leaders onto the Board,” says George Nichols III, CAP®, president and CEO at The American College of Financial Services. “The College takes great pride in maintaining a high standard of excellence when it comes to financial services education. We are confident that the collective expertise provided by Lisa, Kristin, Brad, and Matt will advance both The College and the collective financial services field into the future.”
As the new chairperson, Hitchcock-Gear is enthusiastic about the opportunity to work alongside the Board’s new members and share their insights with The College. “By providing a quality education today, we are ensuring a more robust financial services field tomorrow — it’s a critical dynamic that I and each of our new appointees fully appreciates,” says Hitchcock-Gear. “It’s a privilege to be able to collaborate with financial services professionals who value the importance of a meaningful education.”
Salene Hitchcock-Gear, JD, is president of Prudential Individual Life Insurance, leading the unit offering competitive solutions to meet the needs of consumers via a diverse portfolio of life insurance products. An industry veteran with more than 30 years of experience, Hitchcock-Gear joined Prudential in 2017 as chief operating officer of Prudential Advisors, the company’s national sales organization with more than 3,000 financial professionals, advisors and fee-based financial planners who offer clients a broad range of financial solutions. She was appointed president of both businesses in 2018. Previously, Hitchcock-Gear served as president and CEO of Ameritas Investment Corp. and president and CEO of Acacia Life Insurance Company. She is the executive sponsor for the Women Empowered employee affinity group at Prudential, serves on the Board of Trustees of The College, and sits on the Life Insurance Committee of the American Council of Life Insurers.
Hitchcock-Gear is an alumna of the University of Michigan and New York University School of Law, holds FINRA Series 7 and 24 securities licenses, and is a member of the New York State Bar Association. She is also a board member of the University of Michigan Alumni Association.
Brandon Carter, CLU®, ChFC®, CFP®, is president of USAA Life Insurance Company and multiple subsidiaries. He has responsibility for the strategy and operations for product management and distribution, actuary, underwriting, servicing, and claims across the life, health and annuity portfolio and is leading the digital transformation of the business while preserving USAA’s legendary service. The USAA family of companies provides insurance, banking and investment and retirement solutions to more than 13 million current and former members of the U.S. military and their families.
Carter is a graduate of Texas A&M University and joined USAA in 1997. In his 26 years with the company, he has held multiple executive leadership positions focused on sales, marketing, service, operational efficiency, and transformation. He serves on the Board of Trustees of The College and is an active board member for Tragedy Assistance Program for Survivors (TAPS), a non-profit organization providing comfort, care and resources to families grieving the death of a military loved one. Previously, he served as Chair of LL Global, the parent company of LIMRA and LOMA and was a member of the Board of Directors for the American Council of Life Insurers (ACLI).
Lisa Davis, MSM, is managing principal of Penn Mutual Life Insurance Company’s Philadelphia-based agency, 1847Financial. She has held the role since 2020 and has led the way in developing the firm’s advisers, leaders, and overall team practice. Davis has been with the firm for more than a decade and served as its director of practice development and managing director prior to assuming her current title. Throughout her time with 1847Financial, Davis has facilitated considerable gains in the firm’s footprint through expansions to Delaware, New Jersey, and Florida in addition to overseeing more than 100 financial advisers.
Before joining 1847Financial, Davis directed business development with DVFG Advisors, LLC. She is a graduate of Cornell University and an alumnus of The College, having earned a master’s degree in science of management and leadership.
Kristin Ferguson is a senior vice president at Securian Financial Group. She has worked with the St. Paul, Minnesota-based firm for more than 20 years and currently directs Individual Solutions, a division that includes the company’s individual life insurance and individual annuities business lines. Ferguson’s responsibilities within the subset encompass everything from supervising product development and risk management to sales and distribution. She first joined Securian Financial as a college intern in 2001 before being onboarded as a full-time employee in 2002. In that time, she has overseen an array of varied actuarial responsibilities — including the development of sophisticated hedging programs and the enhancement of the company’s asset liability management process — and held several leadership roles.
Ferguson holds a bachelor’s degree in mathematics and economics from Iowa State University and is a fellow of the Society of Actuaries (FSA), a CFA charter holder, and a member of the American Academy of Actuaries (MAAA).
Brad Montgomery, CLU®, ChFC®, CPCU®, RICP®, FLMI®, HIA, CASL, is Senior Vice President – Agency for State Farm. He has accrued more than 30 years of experience working for the national insurance provider, having first joined the company in 1991 as a leader in Life & Health operations. He later served as a State Farm Agent in the St. Louis area, eventually moving into Agency Field Leadership and serving in a number of executive roles. Prior to his current role leading Agency Operations and Corporate & Business Development for State Farm, Brad served as Vice President in Life, Health & Investment Planning Services.
Prior to his time with State Farm, Montgomery earned his bachelor’s degree in business administration specializing in finance from the University of Missouri. He is also a graduate of the Harvard Business School’s General Management Program.
Matthew Spriggs joined Truist Insurance Holdings in 2021 as CIO and oversees all aspects of technology, cybersecurity, and innovation for the enterprise and its subsidiaries including AmRisc, BenefitMall, CRC, Crump, Kensington Vanguard, McGriff, and Starwind. Matthew is a results-driven technology executive with over twenty years of leadership experience in software engineering, infrastructure operations, digital transformation, consumer banking, and insurance brokerage.
Prior to his appointment as the CIO for Truist Insurance Holdings, Matthew served as the Truist Financial Corporation CIO for Consumer and Small Business Banking along with many other roles. His teams were responsible for the JD Power award winning U Mobile application and the successful integration of hundreds of systems enabling Branch, ATM, Contact Center, Deposit, Lending, Mortgage, Credit Cards, and Debit Cards related to the merger between BB&T and SunTrust. Matthew earned a bachelor’s degree from the University of Memphis and an MBA from the University of North Carolina at Greensboro.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
Study Finds That Improving Financial Literacy Supports Retirement Wellness and Confidence
![Retirement Income Literacy Study Logo](/sites/default/files/inline-images/cb15-rils2024.png)
KING OF PRUSSIA, PA – February 14, 2024 – The American College of Financial Services 2023 Retirement Income Literacy Study finds that older Americans lack actionable retirement knowledge—averaging 31% on a retirement literacy quiz. The study reinforces the direct relationships that exist between financial literacy and factors such as asset level, as respondents with more than $1.5 million score twice as high as those with less than $100,000 (50% vs. 25%). The study also reveals the essential role financial professionals play in educating clients, as advised respondents have higher retirement income literacy and better outcomes than their peers.
The study comes at a time when more Americans need to ensure they will have enough money to last throughout their lifetimes. The much-discussed Baby Boomer wave will crest in 2024, with 12,000 retiring every day. With the “Graying of America” and the median age of Americans going up, it is more important than ever to plan for longer, well-lived lives, considering long-term care needs and replacing more of their pre-retirement income.
"In the U.S., with the exception of Social Security and the comparatively small number of workers with guaranteed pensions, saving for retirement is voluntary. This requires the consumer to know how much to save, where to save it, and how much to drawdown at retirement," says Steve Parrish, JD, RICP®, CLU®, CHFC®, AEP®, Professor of Practice at The American College of Financial Services. "This necessitates understanding basic concepts about investing, taxes, insurance, and finances. To measure how prepared Americans are for retirement, an important consideration is how knowledgeable consumers are about retirement. Call it ‘literacy,’ ‘aptitude,’ or ‘competence,’ do Americans know enough to take on the burdens that come with the freedom of voluntarily saving for retirement?"
This is why, for the last nine years, The College has conducted a comprehensive survey of retirement income literacy. Information was collected on the level of knowledge of 12 key retirement-related knowledge areas. While there has been a good deal of attention on financial literacy, almost all those studies have focused on the accumulation period. This study focuses on those ages 50-75, a period where issues such as how best to withdraw income from assets come into play and how to manage finances in retirement is critical.
Key Findings Highlight Gaps and Opportunities
One of the more eye-popping results that caught The College research team's attention was how well respondents' self-ratings of their retirement income knowledge matched up with their actual scores on our literacy test. “Among those who didn't rate themselves very highly in terms of retirement knowledge, a whopping 73% had less than $100,000 saved up for retirement. Compare that to the group at the other end of the spectrum—those who felt confident about their retirement smarts. 81% of this group had savings above $100,000,” says Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional (RICP®) Program Director and Director of the American College Center of Retirement Income at The American College of Financial Services.
Retirement Knowledge Powers Confidence
One measure—and perhaps the most significant indicator—of retirement outcomes is confidence. The study uses a Retirement Confidence Scale based on respondents’ self-reported confidence that they will feel financially secure, have enough money to live comfortably, and do a good job handling their investments throughout retirement. The 2023 Retirement Income Literacy Study reveals the predicted probability of the highest Retirement Confidence level increases with Retirement Income Literacy Score. Put simply: As retirement planning knowledge improves, so does confidence.
Americans Struggle With Unfamiliar Topics
Direct experience seems to contribute to applied financial knowledge in certain areas, yet the unknown may catch Americans unprepared. Although both overall scores and underlying scores on the 12 retirement knowledge areas are low across the board, respondents show significantly greater knowledge of certain areas having to do with lived experience, including inflation, housing, and Medicare—all of which garner higher scores than the overall average (31%).
The study also explores the topic of longevity—an essential knowledge area to understand when planning retirement income to last a lifetime. Americans consistently underestimate life expectancy and are unaware of how long individuals tend to live, with just over one in five (22%) expecting to live past 89 and just over one in four (27%) able to correctly identify the average life expectancy of a man at age 65. This is particularly concerning because so many Americans plan to supplement their Social Security with their 401(k) and IRA accounts. If they underestimate their own life expectancy, they risk exhausting their savings in retirement—potentially outliving their assets.
One Size Doesn’t Fit All
Retirement planning knowledge is highly variable across different parts of society. Generally, more assets, higher education, male gender, White or “Other” race, and greater life experience (including age and retirement status) correlate to higher Retirement Income Literacy Scores. The research highlights disparities across different demographic segments, including:
- Respondents score higher the more investable assets they have.
- Respondents who have earned advanced degrees score highest, followed by college graduates.
- Men consistently score higher than women, currently and in the past.
- White and “Other” respondents, including Asian/AAPI respondents, score higher than Black and Hispanic respondents.
- Retired respondents score higher than non-retired respondents.
“In the complex realm of financial planning, the idea that a one-size-fits-all approach suits everyone is a misconception. Just as each person is unique, their financial strategies should be tailored accordingly, particularly regarding retirement income planning and considerations for long-term care and health care,” says Kaylee Ranck, PhD, Director, Office of College Research at The American College of Financial Services. “Developing personalized plans that take into account individual goals, projected lifespan, and specific healthcare requirements within the constantly evolving and intricate landscape of retirement is essential for ensuring a secure financial future.”
Financial Advisors Can Help Bridge Knowledge Gaps
The study establishes a compelling link between retirement literacy and working directly with a financial advisor. Advised respondents have higher scores across all knowledge areas, are more financially well, and feel more confident about retirement.
- Participants with ongoing advisory relationships scored 11 points higher on retirement income literacy than those without (38% vs 27%).
- Those who work with financial advisors score nine points higher than those who don’t (50% vs. 41%) on financial well-being, measured using the Consumer Financial Protection Bureau Financial Well-Being Scale.
- Having a financial advisor predicts increased confidence and decreased stress and anxiety, controlling for demographic factors.
“While this most recent iteration of the Retirement Income Literacy Study reiterates the themes found in most financial planning research concerning the lack of financial and retirement literacy, one thing that became abundantly clear this time around was just how important the role of the financial professional is in consumers’ lives,” says Chet Bennetts, CFP®, CHFC®, CLU®, RICP®, CLF®, CFP® Certification Education and Chartered Financial Consultant® (ChFC®) Program Director at The American College of Financial Services. “When we measured financial anxiety and financial stress, those with a financial professional had 20% less financial anxiety and 25% less financial stress.”
With robust results from surveying more than 3,765 Americans aged 50 to 75, the Retirement Income Literacy Study research team plans to release additional data to provide deeper analysis into topics highlighted here–plus additional perspectives yet to be revealed. For more information and to view initial and future results, visit TheAmericanCollege.edu/RILS.
Methodology
The 2023 Retirement Income Literacy Study conducted by The American College of Financial Services measures financial literacy in 12 retirement-related knowledge areas among individuals approaching or in retirement age. Researchers from The College surveyed 3,765 Americans aged 50 to 75 in online interviews conducted in August 2023. The data was collected to match the 2020 U.S. Census for gender and race. Building on studies conducted in 2014, 2017, and 2020, the 2023 study included respondents of all asset levels, whereas prior versions focused on respondents with a minimum of $100,000 of investable assets. The insights derived will shape The College's educational initiatives, collaborations, and thought leadership endeavors.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
The American College of Financial Services Announces Knowledge Hub+, a Just-in-Time Learning and CE Platform
![Knowledge Hub+ logo banner](/sites/default/files/inline-images/cb15-knowledgehubplusannouncement-noncollege%20%282%29.jpg)
KING OF PRUSSIA, PA – October 31, 2023 – The American College of Financial Services announces Knowledge Hub+, a new learning platform that curates insights from sought-after academics, industry innovators, financial planning experts, and practice management leaders into one dynamic experience. Knowledge Hub+ will launch with over 50 hours of combined CFP® and College continuing education (CE), with 10 hours of new growth-focused content planned quarterly.
Launching in January, The College will first exclusively introduce Knowledge Hub+ to over 27,000 designees participating in The College’s Professional Recertification Program (PRP), followed by a public launch of the new learning platform later in 2024. The College’s vast community will benefit from a robust library of CFP Board and College approved CE provided by in-demand subject matter experts, including Michael Finke, PhD, CFP®, Wade Pfau, PhD, CFA, RICP®, Ed Slott, CPA, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Kelly Waltrich, Tyrone V. Ross, Jr., and more.
“The College has conducted several studies to determine the knowledge formats financial advisors and agents prefer most. In a fast-paced marketplace, where expertise is the unique value that professionals bring to client conversations, they often need to know … now,” said Jared Trexler, Senior Vice President, Chief Marketing and Strategy Officer of The American College of Financial Services. “We are excited to deliver another avenue for lifelong learning.”
“Having the ability to immediately provide education that is critical to professionals is a game changer,” said Chet Bennetts, CFP®, CHFC®, CLU®, RICP®, CLF®, Assistant Professor, Financial Planning and ChFC® and CFP® Certification Education Program Director at The American College of Financial Services. “We are able to bring cutting-edge knowledge around topics like AI to professionals in real-time, as they most need it.”
Knowledge Hub+ provides learning to accelerate practice advancements in nine areas, including:
- Financial Planning
- Retirement Planning
- Wealth Management
- Insurance and Risk Management
- Advanced Planning
- Philanthropic Planning
- Practice Management
- Diversity, Equity, and Inclusion
- Ethics in Financial Services
"The ability to partner with The American College of Financial Services and provide actionable and timely insights is an exciting journey," said Jeff Levine, CPA, PFS, CFP®, RICP®, ChFC®, CWS, AIF, BFA™, Chief Planning Officer of Buckingham Strategic Wealth. “Knowledge Hub+ will allow me to bring critical tax-related learning to professionals, aiding them and thus impacting their clients.”
The platform for applied knowledge will launch with the following industry experts.
The American College of Financial Services Academics:
- Chet R. Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF®
- David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®
- Chia-Li Chien, PhD, CFP®, PMP®, CPBC
- Sophia Duffy, JD, CPA, AEP®
- Azish Filabi, JD, MA
- Michael Finke, PhD, CFP®
- Timi Joy Jorgensen, PhD
- Jennifer Lehman, PhD, JD, CFP®, CAP®
- Eric Ludwig, PhD, CFP®
- Joellen Meckley, JD, MHS, ChSNC®
- Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®
- Ed Slott, CPA
Industry Innovators, Experts, and Practice Management Leaders:
- Dave Alison, CFP®, EA, BPC – C2P Enterprises
- Denise Appleby – Appleby Retirement Consulting
- Ian Berger, JD – Ed Slott and Company, LLC
- Sarah Brenner, JD – Ed Slott and Company, LLC
- Adam Holt, CFP®, ChFC® - Asset-Map
- Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® - Bryn Mawr Trust, Income Lab, and FinServ Foundation
- Andy Ives, CFP®, AIF® - Ed Slott and Company, LLC
- Jeff Levine, CPA, PFS, CFP®, RICP®, ChFC®, CWS, AIF, BFA™ - Buckingham Strategic Wealth
- Rick McClanahan - National Association of Certified Financial Fiduciaries, LLC
- Alex Murguia, PhD – RISA
- Wade Pfau, PhD, CFA, RICP® - RISA
- Tina Powell - Intention.ly
- Meghan Richter - Intention.ly
- Tyrone V. Ross, Jr. - 401 Financial
- Heather Schreiber, RICP®, NSSA® - HLS Retirement Consulting
- Matt Seitz – C2P Enterprises
- Jason L. Smith, CEP®, BPC – C2P Enterprises
- Deirdre Van Nest - Crazy Good Talks
- Kelly Waltrich - Intention.ly
Additionally, Knowledge Hub+ will provide automated reporting to the CFP Board and The College’s records, making it easier for alums and CFP® certificants to fulfill the thirty-hour continuing education requirement every two years without administrative headaches.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
Sandy Herzlich Tapped to Lead Retirement Strategy at The American College of Financial Services
KING OF PRUSSIA, PA – September 21, 2023 – As The American College of Financial Services begins to operationalize its centennial strategy, President and CEO George Nichols III, CAP®, announced the addition of Sandy Herzlich as Vice President, Retirement Strategy. Leading retirement planning knowledge and education for financial professionals is one of The College’s recently unveiled strategic focus areas that will center the 96-year-old institution’s initiatives and impact leading into its 100th anniversary in 2027.
Herzlich’s appointment adds a near-30-year industry veteran in a key role to develop and operationalize a comprehensive plan to educate financial professionals and consumers on the foundational and specialized concepts needed to improve retirement outcomes for more Americans.
“Sandy’s distinguished career is one of business accomplishments, but more importantly, client success,” said Nichols. “As a financial consultant and business development leader, he understands how financial advisors position themselves for growth. And as a firm partner and managing director, he understands the business of financial services and how professionals can best serve the holistic retirement needs of their clients.”
Herzlich has worked for several nationally-known financial institutions – Merrill Lynch and Vanguard – but he made his mark at Pitcairn, a $7B+ multi-family office based in Jenkintown, Pennsylvania. Over his 18 years at the firm, he ultimately led the entire 19-person relationship management and client support team responsible for 24 ultra-high-net-worth families. These responsibilities included managing liquidity events, business succession, in-depth estate, retirement and tax plans, and the complexities unique to families of significant wealth.
Starting from September 18, Herzlich reports to Jared Trexler, Senior Vice President, Chief Marketing and Strategy Officer.
“Sandy has worked directly with families of various wealth and complexity to shape the trajectory of their financial futures. He understands the central arch retirement plays across an individual’s financial life and that it doesn’t begin at a certain age or asset threshold,” Trexler said. “He’s seen what works - but perhaps more importantly, what hasn’t. That institutional knowledge, married with his experience accelerating growth, is the skill set we’re looking for to make a significant impact to benefit society.”
At Vanguard, Herzlich was responsible for sourcing, qualifying, and building the high-net-worth client base for discretionary asset management services and trustee business. He also spent four years as a partner at a Registered Investment Advisor in Berwyn, Pennsylvania and another three years at Merrill Lynch.
“Preparing for, planning and implementing a successful retirement strategy is a key financial objective for most Americans, regardless of wealth. I’m excited to join The American College of Financial Services in building the preeminent resource for comprehensive retirement planning and execution for both advisors and consumers,” said Herzlich. “The College’s nearly century-long history of providing unbiased, non-product driven education makes it the ideal platform for delivering holistic retirement planning to produce better individual outcomes.”
Prior to his career in financial services, Herzlich’s professional leadership began in the consumer-packaged goods industry. He joined Procter & Gamble out of college and joined Ralston Purina in 1988. He eventually led sales, localized marketing, logistics, operations, personnel and training for a 100+ employee unit amassing $500 million in annual revenue.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
Carol Prushan Appointed Senior Vice President, Advancement and Alumni Relations at The American College of Financial Services
KING OF PRUSSIA, PA – September 21, 2023 – The American College of Financial Services is excited to announce Carol Parlin Prushan as Senior Vice President, Advancement and Alumni Relations. Working closely with The College’s Executive Leadership team, Prushan will shape the advancement strategy of The College as the institution moves into its next 100 years.
Building meaningful relationships across constituent groups is a major aim of The College as it forges the path toward its Centennial in 2027, connections that will be the cornerstone of its future. The College’s network of corporate partners, individual donors, alumni and professional organizations are just a few of the groups that make up the core supporters of its strategic initiatives. Prushan will be key in nurturing those relationships and continuing to build meaningful pathways.
As SVP of Advancement and Alumni Relations, Prushan will be a member of The College’s Executive Leadership Team. Starting from September 18, Prushan will report directly to President and CEO George Nichols III, CAP®.
Prushan will direct the integration of annual College-wide fundraising efforts and lead an alumni relations program that fosters connectivity with The College’s mission and provides opportunities for deeper networking and idea sharing to support the profession’s growth.
“Carol is a highly trusted, respected, and valued leader with excellent judgement and unwavering integrity,” said Nichols. “We look forward to the renewed energy and vision she will bring to The College’s fundraising and networking strategy as we bring forth our refreshed brand and strategic areas of focus to all our constituents and build new pathways.”
Prushan comes to The College with over 30 years’ experience as an advancement professional, serving vulnerable communities and impacting social change. She has expertise in fundraising, Board relations, leadership, cultural transformation, revenue expansion and optimization, community engagement, and strategic planning and event management.
“I look forward to working with my colleagues at The College to help solidify its future as a leader in financial services education,” said Prushan. “This is an exciting time to be a part of this storied institution, working with our community of stakeholders to shape the next century of the industry and its professionals.”
Most recently, Prushan served as Vice President and Chief Development Officer at Einstein Healthcare Network, an independent academic medical center primarily serving the poorest community in Philadelphia. At Einstein Healthcare Network, Carol was instrumental in The Einstein Campaign raising $167M, exceeding the initial goal of $100M, and grew their annual campaign from $3M to $10M.
Prushan graduated from Syracuse University with a Bachelor of Science in Marketing and Management Information Systems. She contributes to and participates in many organizations such as the Forum of Executive Woman, Healthcare Businesswomen’s Association, Delta Phi Epsilon Sorority, and the Jewish Federation of Greater Philadelphia.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
The American College of Financial Services Launches the FinServe Network with an Inaugural Class of Ambassadors from Across the Industry
![Finserve network members](/sites/default/files/inline-images/cb15-pr-finservenetworklaunch.jpg)
KING OF PRUSSIA, PA – September 12, 2023 – The American College of Financial Services is proud to announce the launch of the FinServe Network, a remarkable cross-section of leaders and rising stars in financial services, including College alumni and dedicated volunteers who represent the uniqueness and diverse landscape of the profession.
“We are honored to have these ambassadors join the inaugural FinServe Network class and partner with The College to reach our bold strategic vision to better serve financial professionals and society for the next 100 years,” said George Nichols III, CAP®, President and CEO of The American College of Financial Services. “Through valuable connections and the networks derived from those relationships, we are advancing the conversation around what the financial services profession should truly be. We couldn't be prouder to collaborate with these leaders and look forward to working together to help redefine the future of financial services.”
The FinServe Network serves as a valuable resource for The College, advocating on behalf of its vast alumni network, providing unique perspectives and expertise on industry trends, and sharing a collective passion for lifelong learning. FinServe ambassadors will provide a behind-the-scenes preview into the innovative ways The College is growing with the intent of sparking ideas to put forward in their own careers. Issues such as training, retention, career development, access to financial services and practice management are all topics that were workshopped during the FinServe Network’s first in-person gathering in Spring 2023, and these conversations will continue as The College identifies additional areas to best serve its alumni in their career paths.
“The opportunity to be involved in shaping the programs and offerings of The College to truly impact our colleagues and future professionals is extremely inspiring,” said FinServe ambassador Heather Welsh, CFP®, AEP®, MSFS, Vice President, Wealth Planning Department Leader, Sequoia Financial Group. “The exchange of ideas with other College alumni has always been so valuable to me and formalizing this forum opens so many opportunities to meaningfully impact the industry. Financial services and financial education is for everyone.”
The ambassadors are also highly committed to working with The College to create content to inspire and engage in guided conversation on The College’s new website, across social media, and at industry events.
“I’m honored to go beyond broker/dealer affiliations and join a group of financial planning and wealth management leaders chosen by The American College of Financial Services,” said FinServe ambassador Padric Scott, WMCP®, ChFC®, CLU®, CAP®, AEP®, CFP®, CCFC, President and CEO, Crossroad Capital Partners. “This noble profession is constantly evolving, and it is exciting to be at the forefront of that conversation. Our goal as FinServe ambassadors is to continue to expand the opportunities offered through our connection with The College and foster sustained growth through those connections that will hopefully open new avenues for access.”
Meet the FinServe Network ambassadors partnering with The College to benefit society at TheAmericanCollege.edu/FinServeNetwork.
Inaugural FinServe Network Ambassadors:
- Jason Austell, CFP®, MSFS, ChFC®, CLU®, RICP®, AEP®, CAP®, CASL®, MassMutual
- Nancy Du, MBA, RICP®, CFP®, Ashford Advisors
- Mary Fischer-Nassib, CAP®, Sow Good Now
- Drew Gerling, MSFS, ChFC®, CLU®, CAP®, RICP®, CFP®, Thrivent
- Centario J. Grier, J&G Legacy Financial Group
- Terry Parham, Jr., CFP®, ChFC®, CLU®, RICP®, WMCP®, Innovative Wealth Building
- Richard Peck, CFP®, ChFC®, CAP®, Richard C. Peck Consulting, LLC
- Alanah Phillips, Break Up With Your Broker-Dealer, Advisor Launch Pad
- Angela Ribuffo, CFP®, RICP®, ChFC®, WMCP®, CDFA®, CLTC®, Raion Financial Strategies, LLC
- Irv Rosenzweig, ChFC®, CLU®, AEP®, CFP®, Diversified, LLC
- Padric Scott, WMCP®, ChFC®, CLU®, CAP®, AEP®, CFP®, CCFC, Crossroad Capital Partners
- Andrew Tudor, CFP®, CAP®, RICP®, Alchemist Wealth
- Heather Welsh, CFP®, AEP®, MSFS, Sequoia Financial Group
- Fatima T. Williams, FSCP®, New York Life Insurance Company, LLC
- Marco Williams, CFP®, J.P. Morgan
- Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC, Nabell Winslow Investments & Wealth Management
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contacts:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
The American College of Financial Services to Host 9th Annual Clambake & Soldier-Citizen Award Ceremony Empowering Those Who Serve
![2023 Clambake](/sites/default/files/styles/default_style/public/2023-09/cb15-pr-clambake2023.jpeg?itok=MvDjdw_9)
KING OF PRUSSIA, PA – September 7, 2023 – The Annual Clambake & Soldier-Citizen Award Ceremony, hosted by The American College of Financial Services and the American College Center for Military and Veterans Affairs, and supported by the Center’s founding sponsor and partner, Penn Mutual, will take place September 21, 2023, at the National Constitution Center in Philadelphia, Pennsylvania. The event, which is celebrating its ninth year, transforms the lives of active-duty, guard, reserve members, veterans, and their spouses by raising money for full scholarships for professional designations and degree programs offered by The College.
“We’ve been here for military families for over 10 years, with roots that go much deeper, offering life-changing career transition support and opportunities for those who have honorably served in the Armed Forces," said Jim Roy, #16 CMSAF, USAF (Ret.), Executive Director of the Center for Military and Veterans Affairs. "We couldn’t do the work we do without the impactful donations of partners, organizations and individuals. This event is a celebration of that support and an opportunity to honor those who serve.”
The event features a patriotic, informative, and moving program, highlighting the work of the Center and the promise of the veterans and service members it serves. The cornerstone of the Clambake is The American College Soldier-Citizen Award, established in 2014 to recognize individuals in the financial services industry who have made significant contributions to the United States military, their community, and our society. The award aims to celebrate sacrifice, success, and service. The 2023 Soldier Citizen Award Recipient is Admiral Michael G. Mullen, USN (Ret.)
“Admiral Mike Mullen truly exemplifies the values of a soldier and a citizen. As a soldier, he has given over 40 years of military service to our nation at the highest levels of leadership,” said John M. Howard, Chairperson of the Board of Trustees of The American College of Financial Services. “As a citizen, he has done significant work in the financial services industry, held numerous board positions with for-profit and nonprofit organizations, taught national security decision-making policy, ethics, and leadership, and has received many distinguished awards. Much of his work with non-profit organizations is related to assisting military veterans and their families. It was an honor to nominate Admiral Mullen for this award in recognition of his sacrifice, success, and service.”
Admiral Mullen is President of MGM Consulting, which counsels global clients on related issues to geo-political developments, national security interests, and strategic leadership. He served as the 28th Chief of Naval Operations from 2005–2007 and the 17th Chairman of the U.S. Joint Chiefs of Staff for Presidents Bush and Obama from 2007 to 2011. He led the military during a critical time of change and transition. Admiral Mullen advanced the rapid fielding of innovative technologies, championed emerging and enduring global partnerships, and promoted new methods for countering terrorism. After his retirement from the United States Navy in November 2011 after 43 years of honorable service, Admiral Mullen joined the corporate boards of General Motors from 2013–2018 and Sprint from 2013–2019. He serves on numerous boards, including Bloomberg Philanthropies, Naval Academy Foundation, Naval Postgraduate School Foundation, and a wide array of nonprofit organizations dedicated to improving the growth, development, recovery, and transition of military veterans and their families.
This year’s Clambake will be emceed by Tracey C. Jones, MBA, PhD, Center Advisory Council Chair, author, speaker, veteran, publisher, podcaster, and international leadership expert, who currently serves as president of Tremendous Leadership and T3 Solutions. The Center for Military and Veterans Affairs has experienced robust growth since its launch in 2012 thanks to generous support from corporate and private donors, and many members of the military community. The annual Clambake & Soldier-Citizen Award Ceremony continues to generate professional interest and garner financial support for the important mission of the Center.
The following morning, on September 22, 2023, the Military Center will host a Leadership Symposium, "Bridging the Gap in an Ever-Changing World", that includes a panel of distinguished leaders from academics, business, and the military. The panel will be followed by the annual Maury Stewart Lecture, supported by Center Founding Partner and Sponsor Penn Mutual Life Insurance Company. The lecture, which engages the most notable individuals from diverse disciplines to address themes and issues critical to leadership development in the financial services profession, will be delivered by marquee speaker Colonel Nicole Malachowski, USAF (Ret.) on the subject Harnessing Headwinds: Successfully Navigating Change & Adversity. She is a combat veteran and the first woman pilot on the Thunderbirds Air Demonstration Squadron.
Join the Center’s work to empower those who serve with the gift of knowledge, education, and career transition opportunities. Make your gift today at TheAmericanCollege.edu/Veterans.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contacts:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu