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April | 2019
Vol. 3 | Issue 6
Your Profession
The 11 Best Retirement Plans in 2019

The 11 Best Retirement Plans in 2019

To have the best retirement, it’s wise to create a plan early in life. Professor of taxation at The American College, David Littell met with Bankrate to discuss the best retirement plans available. Read this article to discover the pros and cons of each retirement plan on the market.
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CE Credit Webcast: Managing Retirement Risks

CE Credit Webcast: Managing Retirement Risks

On May 13, 2019, Steve Parrish, co-director of the Retirement Center will meet with founder of the WMCP® designation program, Michael Finke, and adjunct professor of wealth management, David Blanchett. Together, this panel of financial experts will break the four major retirement risks into their component parts and discuss how to manage each of these risks through a diversified and flexible planning model.
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Media & Mentions
PODCAST OF THE MONTH
Podcast of the Month - April 2019
The four percent rule is a rule of thumb used to determine how much a retiree should withdraw from a retirement account each year. Wade Pfau, director of the RICP® designation program at The American College, met with The Motley Fool to discuss the assumptions underlying the 4% safe withdrawal rate in retirement. Watch this video to discover if these assumptions are still valid.
Featured Media Mentions

Bankrate: 11 best retirement plans in 2019
David Littell, Professor of Retirement Income

Bloomberg: Bigger 401(k) contributions are easier for empty nesters
David Littell, Professor of Retirement Income

Financial Advisor Magazine: Unplanned early retirement should be considered in financial plans
David Blanchett, Adjunct Professor of Wealth Management

Forbes: HECM for purchase program
Wade Pfau, Director of the RICP® Designation Program

MarketWatch: How to translate financial advisers' alphabet soup of professional certifications
Michael Finke, Founder of the WMCP® Designation

PlanSponsor: Planning for a 40-Year retirement is possible
Michael Finke, Founder of the WMCP® Designation

The Motley Fool: Americans overwhelmingly lack knowledge about this key financial product
Steve Parrish, Co-Director of the New York Life Center for Retirement Income

The Motley Fool: 5 big assumptions behind retirements 4% rule
Wade Pfau, Director of the RICP® Designation Program

Wall Street Journal: You've decided to Retire. Who do you tell and when?
Ted Kurlowicz, Professor of Taxation

Newsworthy Insights at The College
New Executive Vice President and Provost
New Executive Vice President and Provost
Chad Patrizi has been named Executive Vice President and Provost of The American College of Financial Services today. As chief academic officer, Patrizi will be responsible for advancing the educational mission of The American College and broadening its reputation as the leader in online learning within the financial services and business sectors. He will oversee the investment of resources to better support academic priorities, grow The College’s faculty of thought leaders, and ensure the delivery of innovative academic instruction and student experience.
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New Director of the RICP® Program and Assistant Director of the Retirement Income Center
EXCITING NEW CHANGES TO THE RICP® PROGRAM AND THE NEW YORK LIFE CENTER FOR RETIREMENT INCOME 

Wade D. Pfau, PhD, CFA®, has been named Director of The American College’s leading Retirement Income Certified Professional® (RICP®) Program. Pfau will also now serve as Co-Director of the New York Life Center for Retirement Income, joining Steve Parrish, JD, RICP®, as Center Co-Director.

The American College also named Colin Slabach as Assistant Director of the New York Life Center for Retirement Income and an Assistant Professor of Retirement. In addition to teaching courses and developing The American College’s retirement programs, Slabach will also support Center Co-Directors, Pfau and Steve Parrish, in leading the Retirement Income Center.

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The American College Penn Mutual Center for Veterans Affairs April 2019 Scholarship Recipients:

Ty Shoopman
Veteran Army Sergeant
Law Enforcement Officer for the State of Indiana
Pittsboro, IN

David Fulton 
Active Duty Army Lieutenant Colonel
Colorado Springs, CO

Daniel Seltzer
Veteran Army Specialist
President and Wealth Advisor of Arrow Wealth Advisors
New Braunfels, TX

Matthew Noreus 
Veteran Army Major
Financial Advisor with Edward Jones
Missoula, MT

Dr. Robert Gherman
Active Reserve Navy Captain
Laytonsville, MD

Brandon Lovinger
Active Duty Army Sergeant First Class
LaPlata, MO

Pete Robbins 
Veteran Air Force Senior Airman
Independent Financial Advisor with Robbins Family Insurance
Ft. Collins, CO

Andrew Moenter
Active Duty Air Force Captain
Summerset, SD

Megan Perryman 
Spouse of Active Duty Army Staff Sergeant
Team Leader with State Farm Insurance
Hot Springs, AK

David McCormack
Active Duty Air Force Captain
Pensacola, FL

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Events & Updates
Kathie Herbst Okun
Alumna of The Month - April 2019

Kathie Herbst Okun, ChFC®, CLU®
President of Okun Financial Group

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Nominate an Alumni of the Month

The Alumni Advisory Board invites you to nominate an outstanding alumna or alumnus who is making exceptional contributions to our profession.

Nominate an Alumni
What's Happening

2019 Conference of African American Financial Professionals | Aug. 5-7, 2019 | Atlanta | The American College of Financial Services is pleased to host the 14th annual Conference of African American Financial Professionals (CAAFP). Leading companies will come together at this vibrant event to further the education, advancement, and heritage of African American financial professionals.
Register here.

Clambake 2019 | Sep. 12-13, 2019 | Philadelphia | The American College Penn Mutual Center for Veterans Affairs will host its 6th annual fundraising and networking event, and present the Soldier-Citizen award to Gen. Jack Keane. Join in lending your support to active duty military, veterans, and their families. Register here.

2019 Knowledge Summit | Oct. 3-5, 2019 | San Diego | Registration is now open for the 2019 Knowledge Summit and Commencement! The American College of Financial Services’ Knowledge Summit has rapidly become the “must attend” forum in the financial services profession. You will hear from Wall Street, Washington, banking, investments, insurance, and subject matter experts only available through your connection with The College. Be sure to register by May 1, 2019 to save $170 on your ticket price.
Register here.

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.