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December 02, 2025
The American College of Financial Services aims to make Horizons 2026 even more epic by building upon the success of its inaugural educational experience.
KING OF PRUSSIA, PA – December 2, 2025 – The American College of Financial Services is proud to announce the return of Horizons: a one-of-a-kind educational experience that will bring together the brightest minds in retirement planning to explore innovative strategies and solutions for today’s dynamic retirement landscape. The College holds Horizons to hone the skills of retirement practitioners; positioning it as the largest convening of academics and advisors focused on the pre- and current retiree market.
Hosted May 4 to 6, 2026, at the Hyatt Regency Grand Cypress Resort in Orlando, Florida, Horizons offers an exclusive, immersive event experience 100% focused on retirement planning topics.
Horizons is intentionally intimate with focused networking events and an industry-leading staff-to-attendee ratio, exceptionally experiential through the inclusion of activities that uniquely showcase the host city of Orlando, and specifically specialized with intensive sessions on retirement income planning, longevity planning, tax planning, legacy and estate planning, and more. The conference will feature researchers, industry thought leaders, and some of the top financial advisors in retirement planning today.
“Horizons 2025 was epic because of our attendees, speakers, and sponsors,” said George Nichols III, CAP®, president and CEO of The American College of Financial Services. “This event embodies The College’s pursuit of excellence, and we’re hoping it will be the same for everyone who attends in 2026. Retirement planning knowledge is more important than ever, and we’ve built Horizons to be the place to convene those serious about serving today’s retirees.”
The dynamic agenda is available now and features speakers including:
- Denise Appleby, APA, AKS, CISP, CRC®, CRPS®, CRSP, CEO and Founder, Appleby Retirement Consulting Inc.
- David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, Managing Director, Portfolio Manager, and Head of Retirement Research, PGIM DC Solutions
- Sharon Carson, CRPC®, Executive Director, Retirement Insights Strategy, J.P. Morgan Asset Management
- Jean Chatzky, CEO and Co-founder, HerMoney Media
- Michael Finke, PhD, CFP®, Professor of Wealth Management, Wealth Management Certified Professional® (WMCP®) Program Director, The American College of Financial Services
- Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, Chief Planning Officer, Focus Wealth Partners
- Wade Pfau, PhD, CFA, RICP®, Founder, RISAProfile.com
- Ed Slott, CPA, Founder and CEO, Ed Slott and Company
…and many more!
Attendees of Horizons 2025, held March 2025 in Coronado, California, gave the event rave reviews, with many saying it was one of the best professional events they had ever attended. This distinction played a role in Horizons securing recognition at the 2025 WealthManagement.com Industry Awards and a top spot on Kitces’ “17 Best Financial Advisor Conferences to Attend In 2026.”
“The breadth of the topics was fantastic, and the depth of the knowledge from the speakers was simply the best,” said Caleb Hanke, MBA, ChFC®, CPCU, API. “Even the knowledge from the crowd and the interaction back and forth was great as people asked questions and challenged assumptions.”
“If retirement planning were a sport, this would be an all-star game,” said John Suszynski III, RICP®, adding, “It was one of the most thought-provoking conferences I have ever attended.”
Unlike traditional industry events, Horizons offers an agenda free of sales presentations. Instead, attendees will have the opportunity to engage with star speakers and top-tier experts, offering practical knowledge and applicable insights that directly enhance client relationships and business outcomes. Continuing education (CE) credits will also be available for qualifying sessions.
But it’s not all about learning. Horizons fosters connections and offers relaxation. The event features exclusive networking opportunities, themed experiences, and a scholarship golf tournament, ensuring a well-rounded and memorable time for all attendees.
“We saw industry events ripe for disruption,” said Jared Trexler, senior vice president, chief marketing and strategy officer. “While others disrupted the wealth management ecosystem, we’re disrupting the retirement planning ecosystem in our own unique way. Horizons is education first – the largest convening of academics and advisors at the intersection of client service – but it’s purpose built with soul, think themed events, experiences that soak up Orlando’s culture and history, and inside-outside intentionality.”
For more information and to register, visit Events.TheAmericanCollege.edu/Horizons.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
The American College of Financial Services is the nation’s largest nonprofit and accredited educational institution devoted to financial services professionals. Nearly one in five advisors or agents is an alum of The College. The College offers a learning platform that includes professional designation, certification, and degree programs and encompasses early-career foundational knowledge as well as deep, specialized education in tax, retirement income, philanthropy, risk management, and more with the highest-quality combination of rigor and relevance. The College’s faculty represents the foremost thought leaders in the financial services industry. Its educational programs, research, and events offer professionals the opportunity to expand earnings, deepen relationships, and deliver improved client outcomes.
Visit TheAmericanCollege.edu to discover all the ways to gain expertise for every stage.
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Contacts:
Sarah Tremallo
908-967-0381 / Stremallo@jconnelly.com
Jared Trexler
610-526-1268/ jared.trexler@theamericancollege.edu
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