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March | 2019
Vol. 3 | Issue 5
Your Profession
CE Credit Webcast: Creating an Aging Plan for Retiring Clients

CE CREDIT WEBCAST:
CREATING AN AGING PLAN FOR RETIRING CLIENTS

The latest installment of The American College New York Life Center for Retirement Income webcast series highlights the intersection of health and personal finance. Center Director Steve Parrish, along with Dr. Carolyn McClanahan, Co-founder of Whealthcare Planning, will discuss putting preventive practices in place to help clients make better financial decisions as they age.

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The Five Financial Fraud Languages to Listen For

The Five Financial Fraud Languages to Listen For

Investment fraud constitutes a major problem in the United States. New research published in an award-winning paper identifies five “fraud languages” and how such tactics can be used to persuade clients out of doing proper due diligence. The research was conducted by professor Benjamin F. Cummings, Steven Lee, both of The American College of Financial Services, and Jason Martin of Swarthmore College.

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Media & Mentions
VIDEO OF THE MONTH
Video of the Month

Chief Academic Officer Michael Finke interviews American economist and creator of the Sharpe ratio, William Sharpe, PhD. The pair discuss communicating risk to clients. Watch this video to understand how financial advisors too often gloss over the consequences of taking investment risk.

Featured Media Mentions

Forbes: Repayment of the HECM loan balance and the tax issues
Wade Pfau, Professor of Retirement Income

Morningstar: How life expectancy affects retirement planning (Subscription Required)
Wade Pfau, Professor of Retirement Income

MarketWatch: New research turns conventional wisdom on victims of financial fraud
Benjamin Cummings, Associate Professor of Behavioral Finance

InvestmentNews: 529 plan costs: Advisers, broker-dealers brace for Finra crackdown
Ross Riskin, Director of the CFP® education program

ThinkAdvisor: Bill Sharpe seeks a better retirement income solution
Michael Finke, Chief Academic Officer

Newsworthy Insights
2019 Roth IRA Limits
2019 ROTH IRA LIMITS

Roth IRA contribution limits for 2019 are now $6,000, up from the $5,500 limit allowed during the previous six years. David Littell, Professor of Taxation at The American College, weighs in on the recent Roth IRA update and offers his financial advice. Learn how much you should be contributing and whether a traditional IRA or Roth IRA is better for you or your client.

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How to Create a Defined Benefit Plan
HOW TO RECREATE A DEFINED BENEFIT PLAN 

Are there any tangible ways an individual can build a defined benefit element into his or her retirement income portfolio? The answer is yes, but you must look to new places to identify the source of the defined benefit.

Retirement Center Director Steve Parrish unpacks the strategies available to help create a defined, lifetime income.

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

Zachary Aardahl
Veteran Navy Lieutenant
Wealth Management Assistant at DaVinci Financial Designs
Burke, Va.

Joshua Armey 
Air National Guard Lieutenant Colonel
F35 Instructor Pilot/Officer

Carl DiMailig
Veteran Marine Corps Sergeant
Student Loan Forgiveness Specialist at College Loan Angel
Las Vegas, Nev.

Rachel Faddis 
Active Duty Army First Lieutenant
Selma, Texas

Cole Ferrier
Veteran Air Force Senior Airman
Solution Architect at Boeing
Edgewood, Wash.

Michael Hunsberger
Active Duty Air Force Colonel
Lompoc, Calif.

Delbert Jones 
Veteran Air Force Lieutenant Colonel
Falls Church, Va.

Caitlyn Kano
Spouse, Active Reserve Air Force Major
Special Projects Coordinator at AFSC/Magellan Federal
Las Vegas, Nev.

Hector Ortiz 
Active Reserve Army Sergeant
Financial Advisor at American Wealth Strategy Group
Mohnton, Pa.

Ron Scheller
Retired, Navy Commander
Financial Advisor at SageStone Financial
Bend, Ore.

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Events & Updates
Jeffrey King, March 2019 Alumnus of the Month
Alumnus of The Month - March 2019

Jeffrey King, MBA, CFP®, CLU®, AAMS®
Financial Advisor, Fidelis Financial

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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
Steve Grourke

Steve Grourke to Lead College’s Advancement Efforts

Stephen J. Grourke, CAP®, CFRE, will be joining The American College of Financial Services on April 1, 2019, as the Senior Vice President for Advancement and Alumni Relations. Steve will be responsible for leading the Advancement team, and the development and implementation of advancement efforts to support The College’s $17.5 million Invest in the Future comprehensive fundraising campaign.
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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.