Events

WEBCAST: Steve Parrish and Ed Slott Discuss 2021 IRA Strategies

Location: Virtual - Join from any location!

Date: Mar 09, 2021 2:00 pm - 3:00 pm

In modern financial planning, Individual Retirement Accounts (IRAs) are a foundational part of a comprehensive retirement plan. But the past year has changed the rules of the road for IRAs and approaches utilizing them, and you need to come to the table prepared.

On Tuesday, March 9, join Steve Parrish, Adjunct Professor of Advanced Planning and Co-Director of The College’s Center for Retirement Income, for a conversation with Professor of Practice and America’s IRA Expert, Ed Slott, CPA, on how IRAs and Roth IRAs fit into retirement planning, how legislation like the SECURE Act presents new challenges and opportunities in retirement planning, and how consumers can benefit from IRA planning strategies. Slott’s team will also be live in our chat answering your questions in real time.

CFP® and College CE credit available!

Event Details & Registration

WEBCAST: How to Virtually Build a Personal Brand, Prospect & Generate Appointments as a Female Financial Professional

Location: Virtual - Join from any location!

Date: Mar 10, 2021 2:00 pm - 3:00 pm

This designed webcast will help participants navigate their own incredible and unique personal brand. You will learn how to position yourself in the financial services industry, stand out among your peers, and create an impactful visual brand that is exclusively you. We will have key takeaways that are immediately implementable. We will explore reviewing or creating your personal brand, building your network, social listening, and video calling etiquette/best practices. As CFP® professional, Lindsey Lewis will walk you through how to use the social media expert content provided by Amy Mcilwain into your practice. This process-oriented and outcome-driven webcast will help you stand out in 2021 and for years to come.

This session is approved for American College Professional Recertification Program CE credit - 1 hour.

Event Details & Registration

WEBCAST: Understanding the Role of Special Needs Trusts

Location: Virtual - Join from any location!

Date: Mar 11, 2021 2:00 pm - 3:00 pm

When assisting a family caring for a special needs individual with financial planning, a special needs trust is one of the most commonly-used methods of ensuring they both have a sound financial future. To be the support they’re looking for, you’ll need to know this important tool inside and out.

On Thursday, March 11, join Lesley M. Mehalick, Esq., Adjunct Professor of Taxation and Special Needs Planning at The American College of Financial Services, for an in-depth examination of the roles of special needs trusts in financial planning, including recognizing different types of special needs trusts and their uses, understanding the limitations of special needs trusts, identifying appropriate expenditures from special needs trusts, and more.

CFP® and College CE credit available!

Event Details & Registration

WEBCAST SERIES: Inspiring Leaders in Philanthropy

Location: Virtual - Join from any location!

Date: Mar 17, 2021 - Mar 31, 2021

Creating a supportive philanthropic community where leaders have the guidance they need can and should lead to success for business and the families in need of support through their philanthropic journey.

The American College of Financial Services is here to help with a pair of fireside chats featuring executive leaders George Nichols III, President and CEO of The College, and Scott Davison, CLU®, ChFC®, OneAmerica Chairman, President, and CEO. The first session on March 17, Informing Effective Philanthropy During Times of Crisis, will include guest industry thought leader Nick Tedesco, President and CEO of the National Center for Family Philanthropy (NCFP). The second on March 31, Why Economic Mobility in Underserved Communities is Good for Society and Business, welcomes Tony Mason, Indianapolis Urban League President and CEO. Both engaging roundtable discussions will focus on leading change within organizations and communities through support, resources, and guidance.

Register now for both webcast sessions. CFP® and College CE credit available!

Event Details & Registration

WEBCAST: Within Reach: A Conversation About Achieving Gender Equity and Diversity in Leadership

Location: Virtual - Join from any location!

Date: Mar 25, 2021 2:00 pm - 3:00 pm

As of 2019, only six of the 107 largest public financial institutions in the United States had female chief executive officers (CEOs), and most women at these leading organizations do not appear to be on the traditional track taken by candidates for the top job. How might financial services companies help bolster gender diversity and equity among executive leadership, and what are the benefits of doing so for these organizations—especially in challenging business environments? 

Join Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services, for this webcast where we will discuss Deloitte's analysis of how women have fared in leadership roles since 1998 at the largest US financial services institutions, as well as how greater diversity and equity might be achieved to the mutual benefit of women and their employers. 

This webcast is approved for American College Professional Recertification Program CE credit - 1 hour.

Event Details & Registration

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 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 M Financial Group for sponsoring the second breakout session. Program and speaker details coming soon!

Event Details & Registration

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

Clambake 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. Save the date for our 2021 event. We need your help to continue making a difference in the lives of our nation’s military families!

Event Details