In the article, Meckley, who is the executive director of the American College Center for Special Needs, discusses how advisors can play a pivotal role in helping women overcome the financial challenges they may face when caring for children or adults with disabilities.

Meckley emphasizes the importance of understanding these women’s situations, listing  several financial challenges they may face in their daily lives as caregivers. She goes on to enumerate strategies advisors can leverage to provide meaningful assistance to these women and how to tailor advice to their unique circumstances.

Read on to hear what Meckley has to say about this issue and what financial advisors can do to help!

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In her article, Snell, an assistant professor of financial planning at The American College of Financial Services, reflects on the performance of the American economy in 2023 and uses this information to predict what’s next for 2024. She also presents two likely outcomes, detailing the bull case for a soft landing in 2024 and the bear case for a potential recession.

Read on to learn more on Snell’s thoughts on the economic outlook for 2024!

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In her article, Barbera, the program director of The College’s Master of Science in Management (MSM) Program, analyzes what planning for practice succession looks like in 2024, key factors that need to be considered, and how these decisions can affect a practice’s relationship with its clients.

Barbera points out the importance of a strong succession plan, noting that clients will appreciate a firm’s preparedness for the future. She also suggests firms may want to consider female clients and advisors as they plan for their futures, citing the importance of having leadership that understands diverse clients and their future goals.

Read on to learn more about how Barbera believes women can play an instrumental role as many practices pave the way for future success!

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In the article, Lewis, who is chair of the American College Center for Women in Financial Services, discusses the rapid growth of artificial intelligence (AI) and how certain tools that leverage AI can be used by financial advisors to promote efficiency and enhance overall client experience.

Lewis also shares several specific examples of AI tools advisors can use to create video content in 2023 and beyond, as well as use cases for each tool, and benefits advisors can reap by using these programs.

Read on to learn more about this topic as Lewis educates readers with several effective tips and tricks for using AI in their workplace.

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In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner, and actor Mike Moh – perhaps best known for his turn as legendary actor and martial artist Bruce Lee in Quentin Tarantino’s 2019 film Once Upon a Time in Hollywood. Moh details the challenges and triumphs of pursuing his acting goals and building a business based on community, as well as what financial professionals can take away from his journey to apply to their own career endeavors.

Mike Moh is an actor and the founder of LVLUP Martial Arts in Waunakee, WI. Mike grew up in St. Paul, MN. He was inspired by one of his heroes, Jackie Chan, while working as a stuntman in Hong Kong on the film “Robin-B-Hood” to pursue a career in acting. He relocated to Los Angeles and landed roles in numerous commercials, TV shows, and films like 
“Street Fighter: Assassin's Fist,” widely considered the best film adaptation of a video game. After nearly a decade in LA, he relocated his family back to the Midwest in 2013 to open his own martial arts studio while still booking roles on prime-time shows like FOX's “Empire” and ABC's “Marvel's Inhumans.” Moh continues his martial arts training daily and holds the rank of 6th Degree Black Belt in Songahm Taekwondo. In November 2022, he was bestowed the title of Master Instructor.

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.
 

Financial Advisor | Building And Leading Gender-Diverse Teams
March 27, 2024

Lindsey Lewis, CFP®, ChFC®, director and chair of the American College Center for Women in Financial Services, joins Kaylee Ranck, PhD, The College’s director of research, in writing about the importance of gender diversity on teams in the financial services industry and beyond in recognition of Women’s History Month.

Social Security Matters | Breaking Barriers: Celebrating Women’s Vital Roles as Disability Advocates
March 29, 2024

Joellen Meckley, JD, MHS, ChSNC®, executive director of the American College Center for Special Needs and the Center for Women in Financial Services, writes on the government’s Social Security Administration blog the benefits available to assist both those with special needs and their caregivers – many of whom are women.