Events

WEBCAST: The Kevin O'Connor Philanthropic Innovation Case Study

Location: Virtual - Join from any location!

Date: Apr 20, 2021 2:00 pm - 3:00 pm

Learn how you can help your clients achieve their philanthropic goals and legacies through the no-cost donation of unneeded or unwanted life insurance. This session will address the logistics around supporting a distressed policy, the benefits of philanthropic intent, and how working with various organizations can be of benefit to clients or individuals. Following a case study format, the life and legacy of Kevin O’Connor, CLU® will be discussed, and how the Insuring a Better World Fund helped O’Connor have a lasting philanthropic impact at The American College. Learn more about Kevin O'Connor.

CFP® and College CE credit available!

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WEBCAST: Overcoming Financial Planning Challenges Facing Modern Women

Location: Virtual - Join from any location!

Date: Apr 27, 2021 2:00 pm - 3:00 pm

In today’s modern world, more and more women are taking charge of their financial planning either within their family or as individuals. However, they also face unique societal and logistical challenges that advisors must be prepared to address.

On Tuesday, April 27, join Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services, and her guests—Andrew Tudor, Chief Wealth Coach at Alchemist Wealth; Sherry Finkel Murphy, Private Wealth Advisor at The Atrium Financial Group; and Corey Beal, CEO and Founder of Empowering Finance—as they discuss the four financial planning needs of modern women: utilizing family planning and disability insurance; calculating life insurance needs; understanding socially-conscious investment trends; and addressing and mitigating longevity risk.

CFP® and College CE credit available!

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WEBCAST: Conference of African American Financial Professionals Breakout Session #3

Location: Virtual - Join from any location!

Date: Apr 29, 2021 2:00 pm - 4:00 pm

The American College of Financial Services invites you to join the third virtual CAAFP Breakout session, “Moving Forward Together to Close the Wealth Gap,” sponsored by M Financial
 
Join Dr. Pamela Jolly, Founder and CEO of Torch Enterprises Inc. and veteran CAAFP keynote speaker, as she leads a panel discussion with industry thought leaders Ted Daniels, Founder and President of SFE&PD, Karim Hill, Inaugural Executive Director of The American College Center for Economic Empowerment and Equality, Colleen Rhodd, Life Insurance Advisor at Lindberg and Ripple, and Wes Thompson, CLU®, President and CEO of M Financial. The session will examine the importance of financial literacy curriculums, why advisors need to form passion around this initiative, how it affects communities of color, and how a service-oriented business can deliver greater holistic return on the value of a career in insurance while benefitting society.
 
Register now to save your seat for this dynamic panel!

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WEBCAST: NextGen Advice: Why and How to Modernize Your Marketing for Modern Clients

Location: Virtual - Join from any location!

Date: May 06, 2021 2:00 pm - 3:00 pm

Hear from a dynamic panel of NextGen professionals who will present practical and applicable advice to financial professionals on modernizing their marketing and business for modern clients. With a growing population of NextGens taking over the marketplace, one must understand and connect with the changing audience as well as adapt their marketing and outreach if they hope to maintain their business. This session will examine why marketing to the NextGen audience is crucial at this moment, offer applicable tips on connecting with the generation and review foundational items for digital engagement success that even the least tech savvy person can implement.

College CE credit available!

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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

The 14 ½ Conference of African American Financial Professionals was an overwhelming success, shattering all records for the annual event. We are excited to announce that the largest conference of Black financial services professionals is back with more timely, relevant knowledge. 

Thank you to State Farm for sponsoring the second breakout session. Program and speaker details coming soon!

Event Details & Registration