Financial Education for Securities, Banking, & Insurance Professionals.

» November 2009: Secure Your Future with a Roth IRA, Retirement Planning, November 10th Game-Changer


The American College - Connections: Inside The DNA of Financial Services
  November 2009
Dave Littell, JD, ChFC, CFP
Dave Littell, JD, ChFC®, CFP®
Joseph E. Boettner Chair
in Research,
Professor of Taxation,
The American College
Taking the Confusion out of Retirement Planning
As the stock market begins to stabilize and investors slowly exhale, many newcomers to the workforce are contemplating how they should go about planning for their own retirement. Bill Harmon, Vice President of 401(k) Sales at Great-West Life and Annuity sat down for a conversation with Dave Littell, JD, ChFC®, CFP®, holder of the Joseph E. Boettner Chair in Research and a Professor of Taxation at The American College to discuss solutions to increase involvement and decrease confusion in employee-sponsored retirement plans.
To see this interview and more, visit us at TheWealthChannel.com or Watch the Video Now!
Roth IRA Presenting a 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. To provide financial services professionals with the tools they need to help their clients, The American College has brought together faculty members in a 90 minute informational DVD. In addition to discussing who is best suited to elect the Roth IRA conversion, the material covers how to execute the transaction and the complex income and estate tax issues involved with a conversion.

To find out how you can learn more and receive our DVD, please click the link below and fill out the required information.
Click Here To Learn More!
The Financial Planning Certification Center ChFC® or CFP® Certification?
One of the top 5 fastest growing career destinations is financial planning.
The Financial Planning Certification Center is a new resource that explains all the ins and outs of the two most popular credentials in this field.
Visit FinancialPlanningCertificationCenter.com and learn more!
Click Here To Learn More!
GAME-CHANGER SERIES Serious CE for Serious Professionals
Register now for the November 10th Game-Changer webcast: An Insured Section 303 Stock Redemption Plan (Expert). Covering topics such as:
  • Estate liquidity, income needs, equalizing inheritance
  • Funding: cash, loan, insured
  • Tax treatment, treatment of gains
  • And more...
Click Here to Sign Up!
Alaska Travel Learn Cruise
Alaska Travel Learn Cruise
Here's your chance to experience the wonders of Alaska and enhance your professional education at the same time!

Beginning May 14th, 2010, earn CE credits aboard Celebrity Millennium, a jewel of a ship with legendary suites, exceptional food and dedicated service.
FEATURED SPEAKERS ON THE TRAVEL-LEARN CRUISE:
Linda Need, CFP Linda Need, CFP®
Senior Vice President,
Bank of America
"Managing Change in the
Financial Services Industry"
Larry Barton, PhD 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<sup>®</sup> - 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 CASL®, 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.


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

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.
Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
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)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)