Events

WEBCAST: Preserving Government Benefits for Individuals with Special Needs

Location: Virtual - Join from any location!

Date: May 12, 2021 2:00 pm - 3:00 pm

Your clients caring for dependents with special needs need a helping hand to guide them through webs of government assistance programs. Become the trusted partner they’re looking for.

On Wednesday, May 12, join guest presenters and special needs planning experts Kelly Piacenti, Head of SpecialCare for MassMutual, and Jerry L. Hulick, Principal for The Washington Group Special Care Planning Team, as they discuss how assistance programs for those caring for individuals with special needs work and best practices for their use, including Social Security and Medicaid benefits, tools such as special needs trusts and ABLE accounts, and beneficiary and titling arrangements.

CFP® and College CE credit available!

Event Details & Registration

WEBCAST: Leading with Empathy in Financial Services and Beyond

Location: Virtual - Join from any location!

Date: May 19, 2021 2:00 pm - 3:00 pm

The ability to forge personal connections in communications and coming across as a caring and authentic leader can make or break business or client relationships. Put the power of empathy to work for you in your professional career and stand out among your peers.

On Wednesday, May 19, join Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services, and Karen Atwell, Chief Strategist at Dynamic Perspectives LLC, for an in-depth discussion of how demonstrating empathy can increase engagement, loyalty, and sales performance, including how to define and understand empathy in a business context, learning to recognize and respond to the emotions of others, and maximizing effectiveness, ease, and emotional connection in professional relationships.

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WEBCAST: Integrating Estate Planning Into Post-COVID Retirement Planning

Location: Virtual - Join from any location!

Date: May 26, 2021 2:00 pm - 3:00 pm

As the world works to return to normal following the COVID-19 pandemic, advisors working in the retirement planning space have to recognize that many of their clients’ attitudes and ideas about estate planning may have shifted—along with their financial realities.

On Wednesday, May 26, join College faculty members Steve Parrish, Co-Director of The American College Center for Retirement Income, Sophia Duffy, Assistant Vice President and Director of Regulatory Compliance, Mark McLennon, Adjunct Professor of Business Planning, and James Karthaus, Adjunct Professor at The College, for a conversation on how COVID-19 has changed perception and planning strategies for those working in estate planning, including tax and regulatory changes, shifts in Americans’ financial behaviors, coordinating retirement and estate planning, and more.

CFP® and College CE credit available!

Event Details & Registration

WEBCAST: Conference of African American Financial Professionals Breakout Session #4

Location: Virtual - Join from any location!

Date: Jun 10, 2021 2:00 pm - 4:00 pm

Save the date for the last Conference of African American Financial Professionals breakout session. Speaker details coming soon!

Thank you to State Farm for sponsoring the fourth breakout session. 

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Virtual 2021 Conference of African American Financial Professionals

Location: Virtual - Join from any location!

Date: Aug 10, 2021 - Aug 11, 2021

The Conference of African American Financial Professionals (CAAFP), hosted by The American College of Financial Services, is the largest gathering of its kind within financial services with a mission to advance and foster professional relationships and development among African Americans working in the profession. 

It's a time to come together to engage in learning opportunities and fellowship. Attendees can expect inspiring and thought-provoking keynote sessions led by change agents from a variety of backgrounds, industry experts delivering timely and engaging breakout sessions, continuing education credit, entertainment and more.

Event Details & Registration