Shares

In this special Veterans Day episode of our Shares podcast, Managing Director of The American College of Financial Services Center for Military and Veterans Affairs, Phil Easton, CMSgt, USAF (Ret.), speaks with the 2025 Soldier-Citizen Award Recipient, Vice Admiral James Zortman, USN (Ret.), on how military experience can prepare individuals for a successful career in financial services.

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In this episode, College Professor of Practice Steve Parrish joins fellow instructor Mark McLennon for a deep dive into the tax planning and estate planning implications of the One Big Beautiful Bill Act (OBBBA). They cover the see-sawing history of tax policy in legislation, what provisions are out and in this time around, and the at times profound financial planning impacts that this latest incarnation of tax policy can have on e...

Join Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, and Sheena Gray, CAMS, MBA, CEO of the Association of African American Financial Advisors (AAAA), for this special episode recorded live at The College’s 19th annual Conference of African American Financial Professionals (CAAFP) about how those in financial services, especially women and others from underserved co...

Join Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African American Financial Professionals (CAAFP) as they discuss how advisors can help clients open up about their goals for retirement and what they can do to help them get there.

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Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement income planning in client discussions. They talk about how to improve your individual focus, steer clear of common industry jargon, and ensure clients feel heard as you assist them in planning out their future with confid...

In this episode, Eric Ludwig, PhD, CFP®, Retirement Income Certified Professional® (RICP®) Program director at The American College of Financial Services, speaks with Tax Planning Certified Professional™ (TPCP™) Program director Sophia Duffy, JD, CPA, AEP® about the possible tax policy changes contained in the “One Big Beautiful Bill Act” currently making its way through Congress. In addition to making many of the changes put in pl...

In this special episode recorded live at The College’s Horizons 2025 conference, Lindsey Lewis, MBA, CFP®, ChFC®, managing director and chair of the American College Center for Women in Financial Services, speaks with healthcare professional turned financial educator Carolyn McClanahan, CFP® on how financial professionals can work with clients to maximize their healthcare benefits and avoid costly mistakes. They also discuss the un...

In this episode, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® welcomes Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, a fellow professor at The College and retirement planning expert, discuss recent shockwaves across financial markets and how financial professionals can best respond — especially when talking with their clients nearing or in retirement. They explore strategies to ensure cli...

Michael Finke, PhD, CFP® speaks with Scott Lincicome, JD of the Cato Institute about the market uncertainty spurred by recent shifts in tariff policy, including the pros and cons of tariffs historically and their potential impacts on businesses, financial professionals, and consumers. They explore how tariffs may have unintended consequences for protected industries, as well as other important information advisors should know when ...

In this special episode recorded live at The College’s Horizons 2025 conference, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® speaks with author David McKnight about the ubiquitous nature of financial planning “gurus” in the media today and how their advice, while it may give your clients comfort, may not always be in their best interest. They talk about how to differentiate sound advice from sound bites, and w...

Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and making client goals central to the planning process can create better outcomes for b...

Host Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® welcomes Jason Fichtner, PhD, an expert on Social Security and retirement policy, for a conversation on the current status and future of the popular and cornerstone benefit program. They cover the impact of the latest regulatory updates on Social Security, what may happen to benefits in the future, and how financial professionals can work with their clients to secure their retirement...

Michael Finke, PhD, CFP® joins Alan Gassman, JD, LLM, AEP® — one of the many thought leaders from The College's new Tax Planning Certified Professional™ (TPCP™) Program — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family expenses, small business growth, retirement and legacy planning, and more to show how ta...

Lindsey Lewis, MBA, CFP®, ChFC® speaks with Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP, founder and CEO of Crossroads Capital Partners and a member of The College’s FinServe Network and NextGen Advisory Task Force, about his philosophy of coordinated planning. They discuss Scott’s background in the NFL and transition to financial services, as well how he has adapted the strategies of a winning football team...

Host Lindsey Lewis, MBA, CFP®, ChFC® welcomes the creators of the SER Latin@ Summit – Anna N’Jie-Konte, MBA, CFP® and Vanessa Martinez – for a celebration of Hispanic Heritage Month and a conversation about how their event brings financial professionals from the Latino community together. They also discuss how cultural norms and understanding can be used to bridge divides between advisors and clients.

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