Events

WEBCAST: A Deep Dive on Retirement Drawdown Strategies

Location: Virtual - Join from any location!

Date: Jan 21, 2021 3:00 pm - 4:00 pm

With the turmoil of 2020 in the rearview mirror and the uncertain future of 2021 ahead, now is the time for older Americans to take a hard look at how to optimize their retirement planning.

On Thursday, January 21, join a panel discussion with Steve Parrish, Co-Director of The American College Center for Retirement Income, and guests James DiLellio, Pepperdine University Business School professor, and Joe Elsasser, founder of Covisum®, as they delve into the science of optimizing withdrawals from retirement accounts and how changes in the financial services landscape over the past year may have altered traditional formulas for success.

CFP® and College CE credit available!

Event Details & Registration

WEBCAST: Prospering in a Post-COVID World

Location: Virtual - Join from any location!

Date: Jan 28, 2021 3:00 pm - 4:00 pm

Join The Alumni Association for the first webcast of the New Year: Prospering in a Post-COVID World.

The COVID-19 pandemic has caused a fundamental paradigm shift in the way we deal with clients in the financial services industry. It has accelerated changes that were happening before the pandemic brought about by the outside forces of technology, regulation, and demographics. Even with the successful development of vaccines, our industry will not “return to normal” but instead will move to a “new normal.” Use of virtual tools and other changes are here to stay. In that sense, COVID is not happening to you but for you.

Inspirational speaker and behavioral finance expert Joe Jordan will present an informative and inspirational outlook for 2021, outlining why professionals must adapt to this new environment and focus on improving the client experience to be successful.

This webcast is approved for 1 CFP® general CE credit and 1 credit of American College CE.

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Conference of African American Financial Professionals: Breakout Session #2

Location: Virtual - Join from any location!

Date: Feb 18, 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 Securian Financial for sponsoring the second breakout session. Program and speaker details coming soon!

Event Details & Registration

WEBCAST: 5 Ways to Build Your Personal Brand as a Female Financial Professional

Location: Virtual - Join from any location!

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

This webcast is designed to help each participant navigate their own incredible and unique personal brand as a woman. You’ll learn how to position yourself in the financial services industry, stand out among your peers, and create a beautiful visual brand that is exclusively you. We will have 5 key takeaways that you can implement immediately. Be prepared to define your destination, leverage your individuality, create your own narrative, illustrate your value and provide a best-in-class experience for whomever you encounter. This is a process-oriented and outcome-driven webcast that will help you stand out in 2021 and for years to come.

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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