In a changing world, investment is about individuals, not institutions. Our Wealth Management Certified Professional® (WMCP®) program delivers an immersive online course experience with the latest in research and educational tools and prepares you to deliver clients modern wealth strategies that keep their personal financial goals at the forefront. Learn more at TheAmericanCollege.edu/WMCP.

An "#OfficeHours with Michael Kitces" Periscope, talking about how, for advisors who want to differentiate themselves and stand out from the crowd, a recognizable designation is a must. But which one should you pursue first? For further details, see
kitces.com/blog/chfc-vs-cfp-designation-skip-exam-which-is-better-easier-to-pursue-first

Get an in-depth inside look at how you can use our Personal Pathway™ learning experience to make the most out of your ChFC® or CFP® education and earn your next designation on your own terms and tailored to your busy schedule, wherever you may go.

For more information, visit theamericancollege.edu/personalpathway.

The CPWA® Certification is designed to help financial leaders make a significant impact in their field. By attending, you will deepen your understanding of the wealth lifecycle – accumulation, preservation and distribution. You will be able to identify and analyze the unique challenges high-net-worth individuals face and be able to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

An exchange-traded fund (ETF) is an investment fund traded on stock exchanges. ETFs holds assets such as stocks, commodities, or bonds and generally operates with an arbitrage mechanism designed to keep it trading close to its net asset.

Larry E. Swedroe, MBA and Director of Research for Buckingham and the BAM ALLIANCE discusses liquidity concerns regarding ETFs.

For more information on ETFs, check out our Wealth Management Designation, WMCP: theamericancollege.edu/wmcp

Visit The American College of Financial Services: theamericancollege.edu/

Lots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Services, a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program, and the head of retirement research for Morningstar Investment Management, LLC.

For his authentic, impartial research, David has been called one of the brightest minds in financial planning by Money. He made InvestmentNews’ inaugural 40 under 40 list in 2014 and has had his work featured in the New York Times, PLANSPONSOR, and the Wall Street Journal, among many others.

I’ve been following David’s research and sharing it with colleagues and clients for years. Today, he joins the podcast to discuss the uncertainties that can set a financial plan awry, how to build a plan to protect you from the worst case scenario, and why changes in life expectancy have done more to reshape retirement planning than anything else in recent American history.

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To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit retirewithpurpose.com/55

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Discover what the RMA® certification is all about in this intro to RMA overview video with Devin Ekberg, CIMA®, CPWA®, CFP®.

Jeremy D. Shipp, C.F.P, C.L.U., R.I.C.P., W.M.C.P. of Retirement Capital Planners, L.L.C. is here to shed some light to the many ways an optimistic outlook can positively impact our personal and retirement financial planning.

Discover how The College's testing system for courses works, including when you can test, where and when the examinations take place, items permissible for use during tests, and more.

In this webcast moderated by Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services, the team from Deloitte will discuss their analysis of how women have fared in leadership roles at US financial services institutions, as well as how greater diversity and equity might be achieved to the mutual benefit of women and their employers.

For more information on the Center for Women in Financial Services visit womenscenter.theamericancollege.edu

For our full webcast library, visit theamericancollege.edu/resources/webcasts

Join Program Director, Jim Dobbs, and Yale SOM Executive Education Associate Director of Marketing, Kristen Sorek West, for a live informational webinar on Yale's online CPWA® Certification Registered Education course.

Featuring Doug Orton, CRPC®, Vice President, Business Development Consultant, at MFS®. Hosted by Jonathan Shepard, WMCP®, Wealth Consultant, LifeTime Asset Management.

Do you have questions about family wealth management? Interested in stories and strategies for families who want to transfer wealth successfully? Join us for an engaging and informative webinar, featuring guest speaker Doug Orton, Vice President, Business Development Consultant, at MFS®.

Doug will discuss common reasons why wealth sometimes fails to transfer between generations. He'll outline different plans that your family could consider to engage and educate multiple generations in the wealth management discussion.

Doug Orton, CRPC®, is a vice president and business development consultant at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, he is responsible for marketing MFS’ individual retirement products and training the firm's sales team on retirement topics. He also delivers best‐practice ideas to advisors and managers from across the industry.

Doug joined MFS in 2007. He has worked in the financial services industry since 1993, holding roles in sales, tax and compliance, training and marketing. Doug earned a Bachelor of Science degree in psychology from Colorado College. He holds Series 7, 24 and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and the Chartered Retirement Planning Counselor℠ (CRPC) designation from the College for Financial Planning.

This webinar was recorded on May 20th, 2021.

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About The LifeTime Learning Series
- Topics that matter in short sessions
- Free and open to the public
- Offered twice/month, on the 1st and 3rd Thursdays

The team at LifeTime Asset Management is proud to launch a new series of virtual events, The LifeTime Learning Series. Each session will feature a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community. Learn more about the series and other upcoming topics by visiting The LifeTime Learning Series page on our website: lifetimeasset.com/learn/

If you miss the Money Puzzle TV Show this past Saturday, Brian Ramsey and Chris Vaughn discussed common retirement Myths. With lots of information out there but it’s hard to know what the truth is. In the financial world thing can change in minutes. As financial professionals we stay on top of those change and adjust accordingly. knowing all the facts is the best place to start to insure that your retirement plan is successful.

If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call!

Hear from Karen Comcovich who was on the West Maui Community Plan Advisory Committee about how the process works and what to look out for in the South Maui Community Plan update.
Also from the Maui Department of Water about water conservation and from Halle Maxwell, the principal of the new Kihei High School.

In this webcast hosted by The American College Center for Women in Financial Services, Stacey McKinnon, COO and Wealth Advisor with Morton Capital, hosts a session on communication, compensation, and accountability for those in leadership roles in financial services firms, including identifying leadership gaps in organizations, evaluating personal communication style, tips for maintaining positive culture through big changes, and more.

For our full webcast library, visit theamericancollege.edu/resources/webcasts.​

Professor Michael Finke, PhD, CFP® presents “Planning for a Life in Retirement." Retirement planning involves a unique set of challenges for advisers including an unknown planning period, investment returns, lifestyle, and physical and cognitive decline.

This session includes a discussion of trends in longevity, new research on the stages in retirement, spending and time use patterns, and life satisfaction. A comprehensive retirement plan incorporates both financial and lifestyle goals, and this session will provide insight into how an advisor can help clients get the most out of this life cycle stage.