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» December 2009: A Year in Perspective and Beyond


The American College - Connections: Inside The DNA of Financial Services
  December 2009
A Year In Review
Roth IRA 90 minute DVD on Roth IRAs
On January 1st, 2010, the previously imposed income limits on converting an IRA into a Roth IRA will be removed, effectively giving taxpayers of all income levels the ability to access the Roth IRA through a Roth IRA conversion. The American College has brought together faculty members in a 90 minute informational DVD that discusses who is best suited for the Roth IRA conversion. It covers how to execute the transaction and the complex income and estate tax issues involved with a conversion.

To order a copy of the DVD, please click the link below and fill out the required information.
Click Here To Learn More!
TRAVEL-LEARN CRUISE
Sign up for the opportunity to experience the wonders of Alaska & enhance your professional education before the price goes up!
Beginning May 14, 2010, earn CE credits aboard Celebrity Millennium, a jewel of a ship with legendary suites, exceptional food and dedicated service. This fantastic opportunity is reserved for a limited number of people and space is filling up fast!

The American College's Travel-Learn Cruise is the perfect gift this holiday season.
MAKE YOUR RESERVATION TODAY!

FEATURED SPEAKERS ON THE TRAVEL-LEARN CRUISE:
Linda Need, CFP®
Senior Vice President,
Bank of America
"Managing Change in the
Financial Services Industry"		 Larry Barton, PhD
President and CEO
O. Alfred Granum Chair
in Management,
The American College
"New Avenues in Risk Management:
The Fiduciary Responsibility of a Leader"
Click Here To Learn More!
The Wealth Channel™ - All Business. No Static. - Take The Tour!
The American College - 270 South Bryn Mawr Avenue, Bryn Mawr, PA 19010
ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU®, CASL®, RHU®, CLF®, & ChFC® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.


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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP(with flame logo)® certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.
 
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RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
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in Philanthropy®

(Philanthropy)

 
 
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Retirement Income

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(Retirement Income)

 
 
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