Results found: 337
https://www.theamericancollege.edu/knowledge-hub/press/welcome-jeffrey-levine-professor-of-practice
… Newsletter Save This Post Browse All Resources October 14, 2024 KING OF PRUSSIA, PA – The American College of Financial … in tax planning. KING OF PRUSSIA, PA – October 14, 2024 - Levine, who serves as chief planning officer at …
https://www.theamericancollege.edu/knowledge-hub/insights/ai-governance-in-life-insurance
… Newsletter Save This Post Browse All Resources August 23, 2024 The American College Cary M. Maguire Center for Ethics … held an AI Ethics in Financial Services Summit on April 2, 2024. This immersive and educational event brought together …
https://www.theamericancollege.edu/knowledge-hub/insights/learn-about-the-fundamental-principles-of-tax-planning
… Newsletter Save This Post Browse All Resources August 09, 2024 With anticipation growing for the Tax Planning Certified … the Impact of the 10-Year Rule," on Tuesday, October 29, 2024, 2 - 3 PM EDT. This live webcast is exclusively …
https://www.theamericancollege.edu/knowledge-hub/on-demand-webcasts/timely-topics-for-retirement-planners
… Save This Post Browse All Resources September 26, 2024 Join this webcast hosted by the American College Center …
https://www.theamericancollege.edu/knowledge-hub/insights/loren-flood-on-planning-for-servicemembers
… to Newsletter Save This Post Browse All Resources May 23, 2024 In an article for Financial Advisor Magazine, WMCP® …
https://www.theamericancollege.edu/knowledge-hub/on-demand-webcasts/help-your-clients-plan-for-a-better-retirement
… Newsletter Save This Post Browse All Resources April 29, 2024 Join this webcast hosted by The American College Center …
https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/padric-hb-scott
… has been named Advisor's Today Top 4 Under 40 Nationally 2024, American College of Finance NextGen Award 2023, NAIFA … has been named Advisor's Today Top 4 Under 40 Nationally 2024, American College of Finance NextGen Award 2023, NAIFA …
https://www.theamericancollege.edu/knowledge-hub/insights/women-making-history
… The Legacy of Women in Financial Services March 29, 2024 In honor of Women’s History Month, consider the history … 7 United States Census Bureau. QuickFacts United States. 2024. Save This Post Browse All Resources …
https://www.theamericancollege.edu/knowledge-hub/insights/planned-giving-with-an-impact
… Save This Post Browse All Resources November 15, 2024 Choosing what gifts to give during life versus at our … retirement account (IRA) to a CGA of up to $53,000 in 2024. RMDs are taxable events, while these QCDs are not, …
https://www.theamericancollege.edu/knowledge-hub/insights/improving-outcomes-with-foundational-designations
… record-breaking CFP® exam turnout of 10,000 individuals in 2024. The College’s CFP® Certification Education Program … to launch their careers in financial services. The 2024 Designation Outcomes Study showcases the benefits …