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What Can We Help You Find?

Results found: 314

Association for Diversity in Financial Talent (ADFT)

https://www.theamericancollege.edu/association-for-diversity-in-financial-talent-adft

Julia Lewis-Spann

https://www.theamericancollege.edu/about-the-college/our-people/faculty/julia-lewis-spann
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Knowledge Hub

https://www.theamericancollege.edu/knowledge-hub
… Insights from Forum on Ethical Leadership August 20, 2025 Practice Management | Insights Laying the Foundation: … to Choose Your First Financial Certification August 11, 2025 About The College | Press Industry Executives Join College Board of Trustees August 06, 2025 Practice Management | Insights Keeping Clients Secure: …

Tax Planning

https://www.theamericancollege.edu/knowledge-hub/tax-planning

Current Students

https://www.theamericancollege.edu/current-students
… impact on the history of financial services. August 21, 2025 Podcasts Working With Clients on Retirement Income … be difficult for clients to achieve this dream. August 21, 2025 Insights Ethics & the AI-Ready Workforce: Insights from … their strategic discussions on responsible AI? August 20, 2025 Insights Laying the Foundation: How to Choose Your First …

Corporate Partners

https://www.theamericancollege.edu/corporate-partners
… impact on the history of financial services. August 21, 2025 Podcasts Working With Clients on Retirement Income … be difficult for clients to achieve this dream. August 21, 2025 Insights Ethics & the AI-Ready Workforce: Insights from … their strategic discussions on responsible AI? August 20, 2025 Insights Laying the Foundation: How to Choose Your First …

Turning Tax Challenges into Maximum Client Value

https://www.theamericancollege.edu/knowledge-hub/on-demand-webcasts/turning-tax-challenges-into-maximum-client-value
… [CB3] Tertiary Banner (CORRECT) The 2025 IRA Revolution: Turning Tax Challenges into Maximum … retirement and tax planning strategies for your clients in 2025. Home / What Can We Help You Find cb15 resource post … to Newsletter Save This Post Browse All Resources May 14, 2025 Gain key insights on maximizing retirement tax planning …

Practice Management

https://www.theamericancollege.edu/knowledge-hub/practice-management

Centario Grier

https://www.theamericancollege.edu/about-the-college/our-people/finserve-network/centario-grier
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

George Nichols III

https://www.theamericancollege.edu/about-the-college/our-people/leadership/george-nichols-iii
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

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What Can We Help You Find?

Results found: 100

AI in Financial Advising

https://www.theamericancollege.edu/knowledge-hub/insights/ai-in-financial-advising
… to Newsletter Save This Post Browse All Resources July 14, 2025 Artificial intelligence (AI) has been making its way … there is a constant push to increase efficiency. In 2025, AI is at the forefront of that push for efficiency. … Investment: A Game-Changer in the Race for AI Dominance. 2025. 2 Reuters. Meta to spend up to $65 billion this year to …

Determining Your Client Retirement Style

https://www.theamericancollege.edu/knowledge-hub/insights/determining-your-client-retirement-style
… to Newsletter Save This Post Browse All Resources May 22, 2025 Listen in as Wade Pfau, PhD, CFA, RICP® discusses the … to a client’s preferred retirement style at Horizons 2025! Professor of Practice Wade Pfau, PhD, CFA, RICP® breaks … the right retirement approach for your client at Horizons 2025, The College’s flagship retirement planning event. …

Industry Executives Join College Board of Trustees

https://www.theamericancollege.edu/knowledge-hub/press/industry-executives-join-college-board-of-trustees
… Newsletter Save This Post Browse All Resources August 06, 2025 Sonali Virendra, CLU®, ChFC®, CLF®, LUTCF®, and Cary … board of trustees. KING OF PRUSSIA, Pa. — August 6, 2025 - Virendra and Stamp will provide governance oversight … New York Life’s executive management committee in January 2025. She has received The College’s Chartered Life …

What’s Next in Lifelong Learning

https://www.theamericancollege.edu/knowledge-hub/podcasts/what-s-next-in-lifelong-learning
… accomplishments and look ahead to our vision for growth in 2025 and beyond. Home / What Can We Help You Find cb15 … was a year of significant growth for The College — and 2025 promises even more to expand your opportunities. We take … and how The College is moving to meet the moment in 2025 and beyond. George Nichols III, CAP® currently serves as …

College News Roundup September 9 16 2024

https://www.theamericancollege.edu/knowledge-hub/news/college-news-roundup-september-9-16-2024
… Record Attendance, Calls for New Pathways September 15, 2025 College president and CEO George Nichols III, CAP® leads … in the Financial Services Industry September 18, 2025 Managing director of the American College Center for …

Long Term Care Strategies in Retirement Planning

https://www.theamericancollege.edu/knowledge-hub/insights/long-term-care-strategies-in-retirement-planning
… Experts discuss healthcare costs in retirement at Horizons 2025. Home / What Can We Help You Find cb15 resource post … Newsletter Save This Post Browse All Resources April 16, 2025 Planning for healthcare costs in retirement is essential … care needs. In a workshop session at our Horizons 2025 conference, Director of College Research Kaylee Ranck, …

FinServe Network Convenes for 2024 Summit

https://www.theamericancollege.edu/knowledge-hub/insights/finserve-network-convenes-for-2024-summit
… from The College, from upcoming events like the Horizons 2025 conference to new programming like the Tax Planning …

2024-2025: A Critical Window for Retirement and Estate Planning

https://www.theamericancollege.edu/knowledge-hub/insights/2024-2025-a-critical-window-for-retirement-and-estate-planning
… [CB3] DEPRECATED - Tertiary Banner 2024-2025: A Critical Window for Retirement and Estate Planning … retirement and tax planning experts explain why 2024 and 2025 tax decisions are critical for your clients. Home / What … favorable rates are scheduled to expire on December 31, 2025, and Slott argued that – against the backdrop of rapidly …

Celebrating the First TPCP Class

https://www.theamericancollege.edu/knowledge-hub/insights/celebrating-the-first-tpcp-class
… to Newsletter Save This Post Browse All Resources May 21, 2025 In June 2024, we announced the Tax Planning Certified … services — the TPCP®, which would launch in January 2025. Within months, the TPCP® buzz was palpable. … Explore the TPCP® Program Tour the TPCP® Program View the 2025 Tax Planning Guide Browse Designations Save This Post …

December Highlights from the Military Center

https://www.theamericancollege.edu/knowledge-hub/insights/december-highlights-from-the-military-center
… of our work and expansion of our initiatives in 2025. I wish you and your families happy holidays and ask … anniversaries begin October 9 and run through October 16, 2025 [Homecoming 250 Navy Marine Corps, Oct. 2, 2024, … Birthday Celebration of the Navy & Marine Corps in Fall 2025 [Press Release]]. Learn More Thank You From Our Scholars …

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What Can We Help You Find?

Results found: 16
Results found: 16

What Can We Help You Find?

Results found: 31

Philanthropic Planning Through Donor-Advised Funds

https://www.theamericancollege.edu/knowledge-hub/upcoming-events/philanthropic-planning-through-donor-advised-funds
… strategy for philanthropic planning. Tuesday, February 25, 2025, 2 - 3 PM EST With the increasing popularity of DAFs, it …

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What Can We Help You Find?

Results found: 11
Results found: 11

What Can We Help You Find?

Results found: 120

Steve Parrish

https://www.theamericancollege.edu/about-the-college/our-people/faculty/steve-parrish
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Dr. Veronica Paz

https://www.theamericancollege.edu/about-the-college/our-people/faculty/dr-veronica-paz
… cb4 related resources - V1 In The News August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Nichole V. Jones

https://www.theamericancollege.edu/about-the-college/our-people/faculty/nichole-v-jones
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Alanah Phillips

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/alanah-phillips
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Stephanie Hohenshell

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/stephanie-hohenshell
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Sid Misra

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/sid-misra
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

John Shull

https://www.theamericancollege.edu/about-the-college/our-people/faculty/john-shull
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Christopher Coles

https://www.theamericancollege.edu/about-the-college/our-people/faculty/christopher-coles
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Jose Perez

https://www.theamericancollege.edu/about-the-college/our-people/faculty/jose-perez
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Lesley Mehalick

https://www.theamericancollege.edu/about-the-college/our-people/faculty/lesley-mehalick
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

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Results found: 314

Association for Diversity in Financial Talent (ADFT)

https://www.theamericancollege.edu/association-for-diversity-in-financial-talent-adft

Julia Lewis-Spann

https://www.theamericancollege.edu/about-the-college/our-people/faculty/julia-lewis-spann
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Knowledge Hub

https://www.theamericancollege.edu/knowledge-hub
… Insights from Forum on Ethical Leadership August 20, 2025 Practice Management | Insights Laying the Foundation: … to Choose Your First Financial Certification August 11, 2025 About The College | Press Industry Executives Join College Board of Trustees August 06, 2025 Practice Management | Insights Keeping Clients Secure: …

Tax Planning

https://www.theamericancollege.edu/knowledge-hub/tax-planning

Current Students

https://www.theamericancollege.edu/current-students
… impact on the history of financial services. August 21, 2025 Podcasts Working With Clients on Retirement Income … be difficult for clients to achieve this dream. August 21, 2025 Insights Ethics & the AI-Ready Workforce: Insights from … their strategic discussions on responsible AI? August 20, 2025 Insights Laying the Foundation: How to Choose Your First …

Corporate Partners

https://www.theamericancollege.edu/corporate-partners
… impact on the history of financial services. August 21, 2025 Podcasts Working With Clients on Retirement Income … be difficult for clients to achieve this dream. August 21, 2025 Insights Ethics & the AI-Ready Workforce: Insights from … their strategic discussions on responsible AI? August 20, 2025 Insights Laying the Foundation: How to Choose Your First …

Turning Tax Challenges into Maximum Client Value

https://www.theamericancollege.edu/knowledge-hub/on-demand-webcasts/turning-tax-challenges-into-maximum-client-value
… [CB3] Tertiary Banner (CORRECT) The 2025 IRA Revolution: Turning Tax Challenges into Maximum … retirement and tax planning strategies for your clients in 2025. Home / What Can We Help You Find cb15 resource post … to Newsletter Save This Post Browse All Resources May 14, 2025 Gain key insights on maximizing retirement tax planning …

Practice Management

https://www.theamericancollege.edu/knowledge-hub/practice-management

Centario Grier

https://www.theamericancollege.edu/about-the-college/our-people/finserve-network/centario-grier
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

George Nichols III

https://www.theamericancollege.edu/about-the-college/our-people/leadership/george-nichols-iii
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

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