Give to the College
Give to the College
Your giving has a great impact.
Your generosity will:
- Strengthen and enhance the curriculum and educational programs
- Conduct ground-breaking research in field of retirement income planning
- Partner with other colleges and professional associations to attract new generation of financial advisors
- Award scholarships to veterans and/or their spouses who pursue designation or graduate program
- Launch a Millennial Task Force to develop new programs and services.
You, along with more than 2,000 other individuals and companies who annually contribute to The American College of Financial Services, help to advance our mission of raising the level of professionalism by promoting ongoing education, ethical practices, and pursuit of new knowledge.
Thank you for your support!
We live in challenging times, which have been particularly stressful for the entire financial services community. Never has there been so much public concern about the professionalism and ethics of those connected with this industry.
But with challenges come opportunities. For our College, we have the opportunity to provide even greater learning opportunities to veteran professionals, as well as to new colleagues. We all have many demands on our resources. Our support is essential, however, if our College is to remain on the cutting edge of financial services. As a not-for-profit educational institution, our College depends on our contributions to strengthen our library, develop faculty research, and create new educational tools.
Please consider a gift of $100 or more in 2016. We count on your support as we:
- Deliver high quality education to students 24/7 using the latest in web-based learning technology;
- Build tailored training programs that meet specific needs of companies and agencies;
- Advocate for our accredited industry designations with policy makers and the general public.
Your giving will demonstrate your leadership and commitment to professionalism, ethics and high standards in financial services.
You can depend on your College to help you practice the highest level of competence and integrity. I hope we can depend on you!
Michael Rosenzweig, CLU®, ChFC®
Chairman, Foundation Board of Directors
Rosenzweig Financial Services
The American College of Financial Services offers educational lecture opportunities multiple times a year. Through the generosity of partnering with insurance companies and friends and associates of The College, we are able to provide the best type of lecture series available in the financial services industry. These well-attended lectures include industry-leading speakers who deliver insightful and thought-provoking discussions on current industry issues. By contributing to the overall mission of The College, our lecture series provides a wonderful opportunity to gain knowledge and insight from some of the best minds in the industry. Learn more in the tabs below.
Henry A. Deppe Lecture Series
Created in 1989, this lecture series is named for Henry A. Deppe, CLU®, a former general agent of Guardian Life Insurance Company. Mr. Deppe has dedicated his career to pension and retirement plans and is a nationally known authority on the subject. This lecture series bearing his name is devoted to pensions and retirement security issues.
The series is supported by earnings from an endowment fund established at The American College of Financial Services by Mr. Deppe's friends and associates, as well as the Guardian Life Insurance Company. The endowment fund will continue to increase in the future from the proceeds of a life insurance policy of which The College is beneficiary. This fund will make possible the establishment of a chair at The College for research and teaching in pensions and retirement security.
Mr. Deppe presented the first lecture in the series on life insurance in qualified retirement plans in 1989. Subsequent presenters have included attorney Andrew J. Fair, a nationally known expert on pensions, business planning, and estate planning, Bruce J. Temkin, a nationally recognized authority on the design of qualified retirement plans and retirement planning, Joyce Gordon of Guardian Life Insurance Company, and numerous other presenters and panelists prominent in the estate and financial planning fields.
Frank M. Engle Lecture Series
In 1976, Frank M. Engle funded an annual lectureship known as the Engle lecture, which continues under the auspices of the Frank M. Engle Distinguished Chair in Economic Security Research. The purpose of the lecture series is to stimulate the objective study of the economic life of the United States in the global economy, with particular emphasis on the social and economic impact of private and public economic security mechanisms. Each year, a prominent scholar or policy maker is invited to deliver a lecture, the publication of which is funded by the endowment.
The Engle lecture has been delivered by prominent experts including Jack Brennan, Alfred A. DelliBovi, Frank A. Cappiello, David M. Walker, and John Kenneth Galbraith, PhD.
Maurice L. Stewart Lecture Series
Through the joint effort of The Penn Mutual Life Insurance Company and The American College of Financial Services, the Maurice L. Stewart Lectureship is a recent lecture series that honors an esteemed and accomplished colleague, Maury Stewart, CLU®, ChFC®, CLF®.
Since joining Penn Mutual in 1952, Maury has dedicated his life and career to touching the lives of thousands of people through delivering what he calls, "the miracle of life insurance." Maury's commitment to others' growth and development has contributed enormously to his success as a field leader.
This lecture series honors the lifelong contributions that Maury has made not only to Penn Mutual, but also to The College and the entire life insurance industry. This lectureship ensures future generations of life insurance professionals know of Maury's outstanding career, his dedication to others, and his pursuit of excellence in leadership.
The annual lecture will feature top thought leaders from diverse disciplines who will address themes and issues critical to the practice of leadership development. Maury will be intimately involved in the selection of speakers, ensuring that new ideas are featured at each lecture. The first lectureship took place in the fall of 2009 and, like all future lectures, was open to the industry and webcast across the country.
Brian H. Early Lecture Series
Managing Partners and Managing Directors, in partnership with the Northwestern Mutual Foundation, created a permanent fund to honor Brian with a yearly lecture in his name and based on his beliefs. The first lecture was held in October 2009. The Annual Brian H. Early Lecture in Practice Management and Leadership features presentations by industry thought leaders. The goal of the annual lecture is to promote state-of-the-art management practices in financial services—the area in which Brian excelled.
One of his greatest passions was the recruiting and development of other financial services professionals. His legacy of dedication, knowledge, growth, and passion for the industry lives on in each of the individuals with whom he worked and in the clients who trusted him. In addition to his passion for financial services, Brian also had a passion and love for life. He often lived by the simple, three-word phrase “livin’ the dream,” because these words served as motivation and as a sign to himself that he had lived a full and good life.
The American College of Financial Services is proud to promote state-of-the-art management practices and to share the passion that Brian felt as he was “livin’ the dream.” The Brian H. Early Lecture will ensure that his legacy continues in the lives of his family, friends, colleagues, and clients.