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Vol. 2 | Issue 12
Your Profession
WMCP® WINS EXCELLENCE IN LEARNING AWARD

WMCP® WINS EXCELLENCE IN LEARNING AWARD

The Wealth Management Certified Professional® (WMCP®) designation program won a coveted Brandon Hall Group Bronze award for Excellence in Learning. To celebrate, tuition for this award-winning program has been reduced for a limited time.

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THE FIFTH ANNUAL CLAMBAKE RECAPPED

THE FIFTH ANNUAL CLAMBAKE RECAPPED

The American College Penn Mutual Center for Veterans Affairs recently held its fifth annual Clambake in Philadelphia. The premier fundraising event to support the Veterans Center and its military scholarship program, Clambake is an opportunity for education, networking and more. The highlight of Clambake was the presentation of the 2018 Soldier-Citizens Award to General David Petraeus. The event also featured engaging speakers and a lively panel discussion.

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Media & Mentions
VIDEO OF THE MONTH
2018 Soldier-Citizen Award Video

The American College of Financial Services established the Soldier-Citizen Award in 2014 to recognize individuals in the financial services profession who have made significant contributions to the United States military, their community, or our society. To learn more about the award and its 2018 recipient, watch this video.

Featured Media Mentions
Newsworthy Insights
5 AWARD-WINNING MILLENNIALS LEADING THE NEXT GENERATION TO FINANCIAL SECURITY
5 AWARD-WINNING MILLENNIALS LEADING THE NEXT GENERATION TO FINANCIAL SECURITY

Five of the brightest young minds in financial services were awarded the 2018 Millennial Financial Services Professional Award. This cohort of young men and women were each nominated for the award by a colleague in financial services as recognition for making a significant impact in the profession.

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TEST YOURSELF ON SOCIAL SECURITY CLAIMING STRATEGIES
TEST YOURSELF ON SOCIAL SECURITY CLAIMING STRATEGIES 

Research shows that many people do not understand Social Security well. Jamie Hopkins, associate professor of retirement income planning at The College, devised a 10-question true/false quiz to help consumers test their Social Security knowledge.

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The American College Penn Mutual Center for Veterans Affairs September and October 2018 Scholarship Recipients:

Wendy Adam
Spouse, Active Duty Army Sergeant First Class, Owner, Journey Services
Fayetteville, N.C.

Nancy Beacham 
Spouse, Army, Financial Professional at AXA Advisors
Mesquite, Texas

Marcos Gonzalez
Veteran Army Sergeant First Class, Sales Manager at Allied Marketing Group
El Paso, Texas

Aaron Jones
Veteran Army Private E2, Development Manager at New York Life
Powder Springs, Ga.

Michael Silva 
Active Reserve Army Brigadier General
Olathe, Kan.

Nikolas “Cody” Synder
Veteran Navy Petty Officer Third Class
Lakewood, Ill.

Juan “Manuel” Villegas
Active Reserve Army Specialist, Insurance Agent at American National
La Junta, Col.

Jennifer Wilson
Veteran Army Private E2, Financial Services at MassMutual
Montgomery, Texas

Christopher Wilson
Retired Air Force Colonel, Financial Advisor at First Command
Niceville, Fla.

Richard Belanger 
Veteran Army Staff Sergeant, Financial Services Representative at Foresters Financial
Stafford, Conn.

Jeremy Baier
Veteran Army First Lieutenant, 
Bloomington, Ill.

Allen Keller
Veteran Marine Corps Sergeant, Compliance Officer at Calton and Associates
Tampa, Fla.

Douglas LaCoste 
Active Duty Navy Captain, Commanding Officer at Navy Undersea Warfare Center Keyport
Keyport, Wash.

Benjamin Zales
Veteran Navy Seaman, Financial Advisor at Thompson & Company
Brooklyn, N.Y.

Leonardo Bojorquez
Veteran Marine Corps Lance Corporal, Relationship Manager at Bank of America
Pittsburg, Calif.

Chin Park
Veteran Army Sergeant, Broker at New York Life
Fullerton, Calif.

Robert Bacon
Veteran Army Specialist, Financial Advisor at Merrill Lynch
Beaumont, Texas

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Events & Updates
Lisa Webster, AIC, ChFC®, CLU®, RICP®, CLF®
Alumna of The Month - October 2018

Lisa Webster, AIC, ChFC®, CLU®, RICP®, CLF®
Sales Leader at State Farm Insurance and Financial Services

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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

Utilizing Housing Wealth in Retirement Planning Webcast
Join professor Jamie Hopkins and guests on Oct. 23, 2018, at 1 pm ET to learn the misconceptions around reverse mortgages, refinancing existing mortgages, and lines of credit. The webcast will cover the details and basics of these different mortgage products, and ways to incorporate home equity and housing decisions into a retirement income plan. CE credit available.
Register Here.

The President’s Circle Dinner
Join The American College of Financial Services at Current at Chelsea Pier for our annual President’s Dinner on Friday, Oct. 26, 2018, for the presentation of the Solomon Huebner Gold Medal and the Alumni Hall of Fame Induction in New York City for our annual black-tie festivities! For additional information please call Rana McNamara at 610-526-1323 or email Rana.McNamara@
TheAmericanCollege.edu
.
Register Here

National Reverse Mortgage Lenders Association Conference
On Oct. 28th, 2018, more than 400 Home Equity Conversion Mortgage (HECM) professionals from 155 companies will gather in San Diego at this annual event to focus on forward-looking strategies for success. Professor Jamie Hopkins will share his thoughts on how the profession can better promote the HECM’s role in retirement income planning.
Read more.

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.