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» June 2013 Connections


December 2012 Connections: The DNA of the Financial Services Industry | Brought to you by The American College

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The American College - Connections: Inside The DNA of Financial Services
June 2013
 

All-Star Presentations From Industry Leaders!

Knowledge Summit 2013

You will not want to miss our exciting line-up of speakers!

Hear presentations from:

Rand Harbert, CLU®, Executive Vice President; Chief Agency, Sales & Marketing Officer, State Farm Insurance Companies – After joining State Farm as an agent in 1992, Rand served in various leadership roles. In 2007, he was appointed senior vice president in California and president and chief executive officer of State Farm General Insurance Company in 2008. He assumed his current role in 2011. Rand will be joining College President, Dr. Larry Barton, CAP® for a fireside chat, discussing successes and lessons learned.

Sgt. Sal Giunta, Medal of Honor Recipient, Presenting on Leadership
A valiant leader, former U.S. Army Staff Sergeant Sal Giunta was introduced by President Barack Obama as being “as humble as he is courageous” when he was presented with our nation’s highest military decoration—The Medal of Honor—for his heroic actions during combat in the Korengal Valley of Afghanistan. A true American hero and the author of Living with Honor (Fall 2012), Giunta inspires audiences with his story of unwavering courage, dedicated teamwork and decisive leadership.

Bruce Jenner: “Staying Competitive in Business and Life”
Bruce Jenner captivated the world when he broke the world record by scoring 8,634 points in the decathlon at the 1976 Olympic games in Montreal and earned the title, "World's Greatest Athlete." But did you know that in the years Jenner spent training for the Olympics, he also sold life insurance? In the years since his athletic achievements made him world famous, he has become a highly respected motivational speaker, sports commentator, entrepreneur, commercial spokesperson, television personality, actor, producer and author.

Dr. Quincy Krosby, Chief Market Strategist, Prudential Annuities
Dr. Quincy Krosby is the Chief Market Strategist for Prudential Annuities. In this capacity, she is a member of the investment management group for the annuities division, where she provides perspective on the global macro-economic environment and financial markets. Quincy Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as Energy Attache at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund, positions which required confirmation by the United States Senate.

We are thrilled to have them as part of the Knowledge Summit line up of expert speakers and hope to see you there!

Register for the Knowledge Summit before June 30th
and save $100 on your registration fee.

Register Now


Chartered Healthcare Consultant

Hurry! Space is limited and classes are filling up.

Essentials of Healthcare Reform
(HS 345)

Starts on June 18th

The Healthcare Consultant
(HS 346)

Starts on June 19th.

Register Now


CAAFP 2013

Be a Part in Making a Difference!

Attend the 8th Annual Conference of African American Professionals and hear from renowned speakers, participate in interactive workshops and more. Sign up June 21st to take advantage of early bird pricing!

Click below to view pictures from the 2012 conference, register, or learn more.

Register Now



CFP combo classes

4-Day Live CFP Board Exam Review

Mark your calendar:
October 3-6
in King of Prussia, PA


The American College is offering a live CFP® certification review class targeting the 2013 CFP® exam in November. This class is designed to help you succeed.

Upon registration students will receive:

  • Comprehensive preparation for your CFP Board exam.
  • All study materials for the CFP® exam, including online access to all textbooks, video lectures, and practice tests!
  • Only $1,200 plus shipping for the full package1!
  • Limited space available—act now!
Read More

1Students participating in the combo class are responsible for their own travel arrangements, lodging, and meals. The $1,200 price includes tuition and study materials but does not include hotel, meals, or travel.


Boston Live
Wade Pfau Alumni of the Month

Brett Berg is with Prudential's Individual Life Insurance division as Director, Advanced Marketing. In this role, Brett is providing advanced marketing support, including collaborating and conducting seminars and presentations.
Read More >>

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Gain Leverage With Your Gift To The American College!

You can gain leverage when you donate to The American College by using the matching gift option that many employers offer. Even retirees may receive a matching gift for their contribution from participating firms.

Matching Gifts offer an easy way to double your gift to The American College and assure your placement in The College’s giving societies, such as the popular President’s Circle.

Visit our online lookup site for a complete list: TheAmericanCollege.edu/Giving/Matching-Gifts or ask your human resources department about their program.

If you need additional information, please contact Rana McNamara, Director of Annual Giving at 610-526-1323 or at Rana.McNamara@theamericancollege.edu

 

 

Nova Scotia

Alumni Travel-Learn Cruise 2014 - New England, Nova Scotia, Quebec

10 Nights October 6-16
Silversea's Silver Whisper

The 18th American College Alumni Cruise will set sail in fall 2014 for the spectacular beauty of New England, Nova Scotia and Quebec – a rare treat aboard a five-star luxury liner to view parts of your world that are close to home, yet a world away.

To learn more and be among the first to receive a pre-announcement invitation, email Bryan.Yackulic@TheAmericanCollege.edu.



Prudential Online Learning Center

Dewey Engesma, ChFC®

Your Feedback is Important to The American College…

The Northwestern Mutual Granum Center for Financial Security recently conducted a survey as part of their Flashpoint: Financial Principles for Millenials series and a lucky participant was rewarded for their time. Congratulations to Dewey Engelsma, ChFC®, a financial advisor from Kentwood, Michigan, who was selected among the 400+ advisors as the winner of an ipad mini®! When asked why he took the time to participate in our research, Dewey shared: "I found the topic of the survey to be very compelling. Ensuring that the ratios and benchmarks that we as financial services practitioners use, seem to be of the utmost importance – and I was glad to be of assistance!"

Watch for more articles, tools and resources on Financial Principles for Millenials coming to you from the Granum Center later this summer. You could be our next winner!



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ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU® & 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.



Share with your clients: ChFCHighestStandard.com & CLUHighestStandard.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 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 PLANNER™, 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®

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(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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Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

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(Retirement Income)

 
 
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(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)