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… achieve their goals while reducing their tax liability. 2025 The College holds its inaugural Horizons event: an epic … to deliver deep retirement income planning expertise. 2025 The College launches its first consumer awareness and … partner. 173 Scholarships awarded to aspiring designees in 2025. 35% Higher client retention reported by College alumni …
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https://www.theamericancollege.edu/knowledge-hub/podcasts/tax-policy-proposals-and-impacts
… discussion on potential tax law changes being discussed in 2025. Home / What Can We Help You Find Author Eric Ludwig … to Newsletter Save This Post Browse All Resources June 17, 2025 Congress is currently debating codifying large portions … What does this mean for you and your clients’ planning in 2025? In this episode of the Shares podcast, Eric Ludwig, …
https://www.theamericancollege.edu/knowledge-hub/insights/research-based-tips-for-advisors-in-volatile-times
… Newsletter Save This Post Browse All Resources April 23, 2025 The Psychology of Investor Behavior: Stock Market … & Portfolio Decisions During Market Volatility won ACCI’s 2025 Consumer Movement Archives Applied Consumer Econ Award In early 2025, we find ourselves in a familiar place. Several major …
https://www.theamericancollege.edu/knowledge-hub/press/new-campaign-to-elevate-financial-designations
… Newsletter Save This Post Browse All Resources January 06, 2025 Partnering with Big Com, The American College aims to … financial professionals. KING OF PRUSSIA, PA – January 6, 2025 – To communicate the specialized expertise behind … in good standing. A webcast will be held in early 2025 to review all the new Professional Recertification …
https://www.theamericancollege.edu/knowledge-hub/insurance-risk-management
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 …
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. …
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