College News Roundup: Week of June 17, 2024

InvestmentNews | “Women Are Built For This Business”
June 18, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, spreads the word about The College’s annual Women Working in Wealth Award recognizing women in financial services who mentor, support, and advocate for women in the profession.

Kiplinger | Tax-Smart Strategies for Account Withdrawals
June 19, 2024

Professor of practice Wade Pfau, PhD, CFA, RICP® discusses ideal strategies for drawdown of assets in retirement – and why waiting until clients are forced to take required minimum distributions (RMDs) could be costly in the long run.

Financial Advisor | Helping Clients Choose The Right Time To Retire
June 21, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at why some clients may not need to retire as early as planned due to differing lifestyles and work situations.