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» 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 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 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.
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
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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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