Wealth Management | Podcasts
Preparing for Tax and Regulation Shifts in 2022
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® welcome Sophia Duffy, JD, CPA business regulation and legal expert, to the Wealth Managed Podcast as they discuss how changing economic and political conditions can affect taxation and financial law. They specifically examine impacts as of the beginning of 2022 and how those changes may affect the business of financial planning. Sophia is an Associate Professor of Business Planning at The American College of Financial Services and teaches in many of The College's advanced educational programs.
|
October 15, 2021
October 15, 2021
About The College | Insights
Meet Our 2021 NextGen Financial Services Professional Award Recipients
September 29, 2021
From The President | Insights
Purpose School: Your Invitation to a Community for Growth and Impact
September 20, 2021
Retirement Planning | On-Demand Webcasts
A Discussion on Decision-Making in Retirement Planning
August 25, 2021
Financial Planning | On-Demand Webcasts
Creating Better Behavioral Finance Decisions for Clients Through Money Coaching
August 18, 2021
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021