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Vol. 2 | Issue 6
Your Profession
From Life Insurance Agents to Financial Planners

From Life Insurance Agents to Financial Planners

As life insurance agents become financial planners, and as financial planners become true advisors, the whole area of insurance and risk management has the potential to be better integrated into financial planning, writes adjunct professor Steve Parrish on The College’s blog.
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How Federal Reserve Activity Impacts Investment Portfolios

How Federal Reserve Activity Impacts Investment Portfolios

Historically, the stock market has performed much better when the Federal Reserve was undertaking an expansive monetary policy rather than a restrictive one. In this Investopedia article, Robert Johnson, President and CEO of The College, explains why.
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Media & Mentions
Video of the Month – April 2018
Who will pay for college? Ross Riskin, CPA/PFS, CCFC, Founder of Riskin Advisory, discusses college funding philosophies and how communication is key with professor Benjamin Cummings. Riskin provides his professional knowledge on how and when families should decide who will pay for college. When making this big decision, the role of the financial advisor is to verify that clients are aware of the major financial factors, and ensure that parents are on the same page as the student.
Featured Media Mentions
Centers of Excellence
Rewirement - Rewiring The Way You Think About Retirement
Rewirement - Rewiring The Way You Think About Retirement
Professor Jamie Hopkins’ new book was featured in InvestmentNews this month. In his new book, Hopkins’ provides an actionable 10-step process for building and implementing a successful retirement income plan. The book focuses on strategies to maximize retirement income, and teaches readers how to identify problems that could sabotage retirement savings.
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Does Money Buy Happiness?
Does Money Buy Happiness? 
Professor Benjamin Cummings details in an article on InvestmentNews that advisors need to know what makes clients happy and how to help them align spending and satisfaction. Looking at some of the recent research in behavioral finance suggests that advisors need to understand personality traits on an individual client level.
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The American College Penn Mutual Center for Veterans Affairs April 2018 Scholarship Recipients:

James David Armstrong 
U.S. Air Force

Katie Christy 
Spouse, Active Duty Army Major

Daniel Clarke 
Active Duty Navy Diver

Brad Duty 
Retired Colonel,
U.S. Air Force

Jared Eley 
Active Duty Third Class Petty Officer, U.S. Navy

Sam Lewis
Master Sergeant, Delaware Air National Guard

Ora Millard 
Retired Chief Petty Officer, U.S. Navy

Brodie Pearson 
U.S. Marine Corps

Danny Rowe 
Retired Gunnery Sergeant, U.S. Marine Corps

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Events & Updates
Russell DeLibero
Alumnus of The Month - April 2018

Russell DeLibero, PhD, CFP®, ChFC®, CLU®
Director of Ayco Wealth Strategies Group,
Goldman Sachs

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What's Happening

NAIFA Congressional Congress | May 22-23, 2018 | Washington | The Congressional Conference is an annual opportunity for agents and advisors to get involved in advocacy initiatives by meeting with lawmakers in Washington, D.C., and discussing how actions in Washington affect agents, brokers, and their clients.
Register here.

2018 Conference of African American Financial Professionals | Aug. 6-8, 2018 | Washington | CAAFP early bird registration available now. Save $100 through April 30, 2018.
Register here.

Clambake 2018 | Sep. 13-14, 2018 | Philadelphia | The American College Penn Mutual Center for Veterans Affairs will host its 5th annual fundraising and networking event Thursday and Friday, September 13-14, 2018, at the Westin Philadelphia Hotel.
Register here.

Society of Financial Service Professionals | The College and FSP partner together on a number of educational and professional initiatives to better the community of financial professionals. Learn more about FSP and how to become a member.
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The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation, dedicated to the innovative training and development of financial services professionals. Since 1927, The College has assembled faculties comprised of the foremost thought leaders in the profession. Created for professionals–dedicated to your success.