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Results found: 314

Award Nominations

https://www.theamericancollege.edu/about-the-college/award-nominations

Kristin Dorm

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/kristin-dorm
… 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 …

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 …

Insights

https://www.theamericancollege.edu/knowledge-hub/insights

Ethics in Financial Services

https://www.theamericancollege.edu/knowledge-hub/ethics-in-financial-services

From the President

https://www.theamericancollege.edu/knowledge-hub/from-the-president

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 …

Katherine “Kathy” Kreuchauf

https://www.theamericancollege.edu/about-the-college/our-people/faculty/katherine-kathy-kreuchauf
… 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 …

Padric H.B. Scott

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/padric-hb-scott
… 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 …

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What Can We Help You Find?

Results found: 100

Planned Giving With an Impact

https://www.theamericancollege.edu/knowledge-hub/insights/planned-giving-with-an-impact
… and Jobs Act (TCJA) is scheduled to sunset at the end of 2025, which would lower the estate lifetime exemption amount …

CAAFP 2024 Recap

https://www.theamericancollege.edu/knowledge-hub/insights/caafp-2024-recap
… and continuing to expand our collective impact in 2025. Get an inside look in this year’s recap video. More …

Welcome Jeffrey Levine Professor of Practice

https://www.theamericancollege.edu/knowledge-hub/press/welcome-jeffrey-levine-professor-of-practice
… retirement conference, Horizons, next March 3 to 5, 2025, in Coronado, CA. About the Tax Planning Certified …

How Clients Benefit From Designations

https://www.theamericancollege.edu/knowledge-hub/insights/how-clients-benefit-from-designations
… Newsletter Save This Post Browse All Resources April 24, 2025 Designations help financial professionals through …

FinServe Ambassadors Talk Future of Financial Advice

https://www.theamericancollege.edu/knowledge-hub/insights/finserve-ambassadors-talk-future-of-financial-advice
… Newsletter Save This Post Browse All Resources March 20, 2025 Ambassadors from The College’s FinServe Network sat down …

Ambassadors Share Retirement Planning Insights at FinServe Summit

https://www.theamericancollege.edu/knowledge-hub/insights/ambassadors-share-retirement-planning-insights-at-finserve-summit
… Newsletter Save This Post Browse All Resources January 09, 2025 Ambassadors from The College’s FinServe Network sat down …

Cyber Awareness for Advisors

https://www.theamericancollege.edu/knowledge-hub/insights/cyber-awareness-for-advisors
… Newsletter Save This Post Browse All Resources August 04, 2025 Clients trust advisors with critical private …

Designations From Foundation to Specialization

https://www.theamericancollege.edu/knowledge-hub/research/designations-from-foundation-to-specialization
… Save This Post Browse All Resources February 27, 2025 Recent research shows that as financial professionals …

Celebrating Our Most Loyal Supporters

https://www.theamericancollege.edu/knowledge-hub/insights/celebrating-our-most-loyal-supporters

Choosing the Right Financial Certification

https://www.theamericancollege.edu/knowledge-hub/insights/choosing-the-right-financial-certification
… Newsletter Save This Post Browse All Resources August 11, 2025 Your first designation is more than just a credential; …

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What Can We Help You Find?

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What Can We Help You Find?

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What Can We Help You Find?

Results found: 120

Ed Slott

https://www.theamericancollege.edu/about-the-college/our-people/faculty/ed-slott
…   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 …

Dave Valdez

https://www.theamericancollege.edu/about-the-college/our-people/finserve-network/dave-valdez
… 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 …

Hannah Kanstroom

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/hannah-kanstroom
… 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 …

Allison Quintanilla Plattsmier

https://www.theamericancollege.edu/about-the-college/our-people/faculty/allison-quintanilla-plattsmier
… 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 …

Michael Finke

https://www.theamericancollege.edu/about-the-college/our-people/faculty/michael-finke
… 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 …

Paul M. Caspersen

https://www.theamericancollege.edu/about-the-college/our-people/faculty/paul-m-caspersen
… 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 …

Azish Filabi

https://www.theamericancollege.edu/about-the-college/our-people/faculty/azish-filabi
… 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 …

Domarina Oshana

https://www.theamericancollege.edu/centers-of-excellence/center-for-ethics-in-financial-services/team/domarina-oshana
… 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 …

Robert Steen

https://www.theamericancollege.edu/about-the-college/our-people/faculty/robert-steen
… 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 …

Scott Campbell

https://www.theamericancollege.edu/about-the-college/our-people/faculty/scott-campbell
… 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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