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12 Blog Posts
The American College of Financial Services Online Communities
Sep 01, 2020

The heartbeat of our mission is “community” – and as we know, it takes on many forms. We can partner with academics, local officials, and financial professionals on the ground to understand how specific communities function, what they celebrate, and what they struggle with. We can also leverage our technology, our platforms, and our national reach and relationships to foster communities that connect people from Philadelphia to the Pacific coast.

The American College Initiative for Black America
Aug 10, 2020

Racial injustice and inequality have followed a certain playbook for decades, and no matter the statistics or the screams for help, they have always continued. Now is the time to act. Here's the progress we at The College have made.

OneAmerica American College White Paper
Jul 20, 2020

At the outset of the COVID-19 crisis, Scott Davison and I connected by phone as we do each Tuesday evening. The circumstances of that conversation were surely jarring. COVID-19 was spreading across America, but with no visibility on the virus, we didn’t know how wide-ranging the tragedy had become.

Personal Pathway ChFC and CFP education programs
Jun 29, 2020

No two people are quite alike. Thank goodness, because how boring would life be if we were all clones following predictable paths? Even individuals who make it to the pinnacle of the same profession follow different educational journeys – some vociferous readers and proficient test takers, others auditory or visual learners who prefer to listen and watch, while yet others excel through communication and collaboration. These differences make up the uniqueness on which modern society depends.

retirement planning education
Jun 09, 2020

In late April, I noticed a tweet circulating within The College community. Paraphrasing, it noted a retirement consultant’s startling conversation with a large record keeper on the massive impacts of COVID-19 and Washington, D.C.’s subsequent legislation. According to the tweet, the record keeper had already processed $1.5 billion in withdrawals via The CARES Act. (read the tweet)

Racial Injustice Cannot Continue
Jun 02, 2020

George Floyd couldn’t breathe, and yet it continued. Racial injustice has followed that playbook for decades. No matter the statistics or the screams for help, it always continues. So, why should what happened on that Minneapolis curbside come as a surprise to anyone?

AALU GAMA The American College of Financial Services Webcast
May 14, 2020

Earlier this week, I sat down with Marc Cadin, chief executive officer at AALU. Marc has been a friend and an industry leader for nearly two decades. I’m excited about the potential partnerships we can forge to best support the financial services community and strengthen the financial security of millions of Americans.

financial literacy month The American College of Financial Services
Apr 20, 2020

The American College of Financial Services seeks to remain a strong financial literacy advocate and thought leader in the days, weeks, months, and years ahead. I sat down for a discussion about what financial literacy means to The College’s future initiatives and me personally.