Financial Advisor | Preventing the Second Home Dream From Becoming a Nightmare
May 30, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® offers advice on how retirees who may own two homes can optimize their living situation and minimize the difficulties associated with the transition.

With the growth of AI in the workplace, it may be time to consider how you can best implement AI tools to automate busywork and turn your attention to more valuable tasks that directly support your clients. Fortunately, our new practice management workbook is here to assist!

Learn more about common AI topics like the risks associated with AI, how much time you can save, and the best way to get started. We’ll also provide a closer look into more specific topics such as evaluating the prompts you provide to your AI tools and which activities in your workplace are best to delegate to AI.

Increase your knowledge on these trending topics and more as you propel your practice into the modern era of advising with help from our informative practice management workbook.

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In 1999, the United States Congress designated May as National Military Appreciation month to provide citizens the opportunity to publicly honor and recognize the contributions, sacrifices, and services of members of the armed forces, past and present.

According to Military.Com, “the month plays a crucial role in raising awareness and understanding the challenges faced by the military community and provides a platform for education and dialogue about the experiences of service members, veterans, and their families.”

The month highlights several military anniversaries and events including Military Spouse Appreciation Day, Children of Fallen Patriots Day, U.S. Armed Forces Day, and provides an opportunity to pause and reflect on those who gave all on Memorial Day.

May was chosen because of the military’s historic achievements throughout the month including Victory in Europe (VE) Day, which commemorated the end of WWII in Europe in 1945.

There are numerous opportunities for citizens to show their appreciation, including attending events in their local community, purchasing a meal for a service member in uniform, volunteering at a VA hospital or veterans’ shelter, donating to a veterans’ charity, or sending a care package.

From April 25 through April 27, staff from the American College Center for Military and Veterans Affairs attended MilMoneyCon in Denver, Colorado. For the past three years, the Center has been in attendance as a Bronze Sponsor in support of Advisory Council Member, founder, and CEO of MilMo and MilMoneyCon, Lacey Langford, U.S. Air Force (Vet.), AFC®.

Langford founded MilMoneyCon with a mission to bring service members, veterans, and military spouses together to build and progress their careers, continue their education, and grow their earning power as practicing or rising financial professionals. At the center of this mission is an expression Langford uses as the philosophy behind her powerful mission: “Rising tides lift all ships.” By coming together to solve problems and supporting each other members of the military community not only help themselves, but uplift others within the community.

Throughout the event, the Center had the opportunity of meeting many of its partners and providing attendees with information about The American College of Financial Service’s various designations, the Center’s scholarship program, and initiatives. It also had the privilege of meeting numerous scholarship recipients and learning first-hand the difference these scholarships had made in their careers, to their families, and in their life. 

In this episode of our Shares podcast, hosts Lindsey Lewis, MBA, CFP®, ChFC® and Alanah Phillips, MBA speak with Cary Carbonaro, MBA, CFP®, an award-winning thought leader and advocate for women, for a discussion on how far the industry still has to go to make women feel welcome and the secrets to success and satisfaction in a largely male-oriented profession.

Cary Carbonaro, MBA, CFP® is senior vice president and director of women and wealth with ACM Wealth. An award-winning financial professional with over 25 years of experience, she is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. She is the author of the bestselling wealth management book for women, The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear, and a CFP Board ambassador appointed to represent the industry in the media. In 2016, she earned the prestigious InvestmentNews Women to Watch award and has been honored six times as a top financial advisor on the Investopedia 100 list, most recently in 2023. She was also named a ThinkAdvisor LUMINARIES Class of 2023 finalist in the Thought Leadership category, recognized for driving the wealth management, investment, and retirement industry forward. She is the founder of FemmeForce, a nonprofit which serves as a mentorship collective dedicated to elevating women in the financial services world.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.