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Events

WEBCAST - Donor-Advised Funds: From Passion to Lasting Impact

Location: Virtual roundtable – join from anywhere!

Date: Jul 07, 2020 2:00 pm

Join us Tuesday, July 7 for a roundtable discussion on how donor-advised funds can be a meaningful tool for your giving clients, their families, and communities.

In this panel presentation, you’ll learn from a group of experts representing the world of investments and philanthropy, including Assistant Professor of Philanthropy Dien Yuen, President of Vanguard Charitable Jane Greenfield and investment and wealth management expert Keith McWilliams about why donor-advised funds are the tools of choice in modern philanthropic planning, and how advisors can elevate the conversation to help clients achieve their philanthropic goals and objectives.

The webcast is approved for one hour of General CFP® and College CE credit.

Event Details and Registration

Cocktails & Conversation: In-depth discussion of the Power of the Wisdom of Three As it Pertains to Fear

Location: Virtual - Join from any location!

Date: Jul 09, 2020 4:00 pm

Join us for Cocktails & Conversation: In-depth discussion of the Power of the Wisdom of Three As it Pertains to Fear led by Anthony (Tony) Boquet, CLU®, ChFC®, CASL®, CLF®, FSCP® on Thursday, July 9 at 4:00 PM EST.

Registration is free, so register today!

Event Details & Registration

Knowledge & Network - The Melton Case Webcast

Location: Virtual - Join from any location!

Date: Jul 16, 2020 3:00 pm

In this webcast session, you will learn that advice on grant-making for philanthropic impact is often missing, even when philanthropy is a big part of the estate plan. This session will provide you with the knowledge you need in order to identify when strategic grant making advice is needed, or when to reach out to specialists to help provide advice.

Registration is free, so register today!

This session is approved for 1 hour of General CFP® and The American College CE.

Event Details & Registration

2020 Conference of African American Financial Professionals

Location: Virtual - Join from any location!

Date: Aug 04, 2020 10:00 am

The American College of Financial Services is pleased to virtually host the Conference of African American Financial Professionals (CAAFP). Leading companies will come together at this vibrant event to further the education, advancement and heritage of African American financial professionals.

Event Details & Registration

Clambake 2020 - Postponed until 2021

Location: Hilton Penn's Landing, Philadelphia, PA

Date: Sep 09, 2021 - Sep 10, 2021

The Clambake is transforming the lives of our active duty service members, veterans, and military spouses by raising scholarship funds for professional designations and degree programs offered by The College. We need your help to continue making a difference in the lives of our nation’s military families!

Event Details