August Connections Newsletter 2012

The American College - Connections: Inside The DNA of Financial Services

August 2012

Become a Healthcare Reform Expert

Increasing numbers of financial planners and advisors are telling us they would value more robust education around divorce planning. Helping clients navigate a new family landscape requires skill, sensitivity, and specialized expertise.

Will you take a few minutes to provide your input on the value of this type of education program for your practice? This brief, 9-question survey will only take a few minutes of your time.

Take the Survey

The New Consumption of Healthcare:


Two healthcare experts, Arthur Tacchino, JD, and Michael Howley, PhD, discuss the impact of the Patient Protection and Affordable Care Act (PPACA) on how healthcare services will be consumed and what role agents and brokers will play in the new system.

Arthur Tacchino and Michael Howley

Healthcare Reform Courses available!Â

The Healthcare Consultant (HS 346)
Professor(s): Arthur Tacchino | Start Date: 09/20/12 | End Date: 11/22/12
This class meets every Thursday from 2:00pm to 4:00pm ET

Essentials of Healthcare Reform (HS 345)
Professor(s): Arthur Tacchino | Start Date: 09/18/12 | End Date: 11/20/12
This class meets every Tuesday from 2:00pm to 4:00pm ET

Space is limited and these courses fill up quickly!

CLick Here To Register

The Big Three

The Big Three: Only at The American College

The American College is the only accredited provider of education leading to the big three financial planning designations: Chartered Life Underwriter®, Chartered Financial Consultant®, and CFP® Certification Education.

Classes for these programs are starting this month. Get the satisfaction that comes with higher confidence and higher earnings -- register today!

Planning for Retirement Needs (HS 326)
Professor(s): David Littell | Start Date: 08/14/12 | End Date: 09/06/12
This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET
(Earns credit for ChFC®, CFP® Certification, and elective credit for CLU®!)

Income Taxation (HS 321)
Professor(s): Christopher Woehrle | Start Date: 08/28/12 | End Date: 09/20/12
This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET
(Earns credit for ChFC®, CFP® Certification and elective credit for CLU®!)

CLick Here To Register

The American College in News

Your College in the News
Recent media placements from The American College

An aggressive public relations campaign designed to support your credentials and your College continues to be made possible thanks to PACE recertification fees. interviewed David A. Littell, co-director of the New York Life Center for Retirement Income at The American College about the importance of retirement income and our new Retirement Income Certified Professional™ (RICP™) designation program.  To view the article, click below:

Fox Business

Other faculty members quoted in in July included Mary Quist-Newins, Ted Kurlowicz and Kevin Lynch.

Reporters were eager to interview Dr. Barton this past month and get his perspectives on the tragic shooting in Aurora, Colorado.  To read Dr. Barton’s article on click below:


To listen to his interview on the nationally syndicated Michael Smerconish Radio Show, click below:

Watch for more news stories due out this month. To promote your designations locally, be sure to visit

5 reasons to move your education forward

5 Reasons to Move Your Education Forward in August

The most successful advisors are pursuing their next course or program with The American College now.

Register today to gain:

  1. More Confidence with Every Client. The more you know, the better you can serve even the most sophisticated clients. From the latest prospecting techniques to tax law and philanthropic gift strategies, lifelong learning helps your practice!
  2. Up to 51% Higher Earnings. Those with two or more top designations from The College earn as much as 51% more than advisors who do not have credentials.
  3. Specialized Knowledge You Need Right Now. The latest on healthcare reform? Or, the retirement income strategies that are most effective? The specific courses you need for your daily practice are available now.
  4. More learning options than ever before. Learn on your iPad®. Learn through video modules or podcasts. Learn through live webinars or intensive classroom review sessions. Your education, your choice!
  5. The Most Current Knowledge with the 5-Year Rule. Did you know you have five years to complete each designation program with The College? Keep on track and sign up for the next course in your program now.

CAP Education Courses

Earn Your Seat at the Philanthropy Planning Table

The Chartered Advisor in Philanthropy® offers specialized, graduate-level education for professionals working with high-net -worth clients who wish to realize their philanthropic goals.

“Before I started CAP® courses, I enjoyed taking my clients to the nicest restaurants in town. Today, I ate with a client at the soup kitchen. Instead of making small talk, we discussed the saddest parts of town, the problems. We dreamt of ways to improve our community and made a list of others who might care. Before, I had a specific plan: I was going to make enough that I could retire. Now I am certain I will work forever; the things I am working on are too important to stop.”
— Adam Miller, CFP®, CAP®

The Chartered Advisor in Philanthropy® from The American College is much more than a charitable giving credential. CAP® is the mark of a true master of the craft and science of philanthropy.

By earning CAP®, you’ll have the resources available to create a meaningful legacy for both you and your clients, while earning credits toward the MSFS master’s degree at the same time.

The Alumni Tour is Coming to Philadelphia!

Many thanks to our event sponsor, Pacific Life, and our lunch sponsor, Futurity First!

Philadelphia LIVE! Mark Your Calendars for September 20th

Following a successful stop in New York, The American College’s 3rd annual Alumni Tour is gearing up for it’s next stop. On September 20th, The American College will be bringing their best and brightest to Philadelphia!Â

Join The American College President, Dr. Larry Barton, CAP®, and other top thought leaders as they bring you the latest developments in the industry and your College from the Crowne Plaza, King of Prussia.

“Industry Update”
Larry Barton, CAP®, PhD
President and CEO, The American College

“Repeal, Sunset, Reform, Clawback…What Are Our Opportunities To Protect Families?”
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, AEP, CAP®
Charles E. Drimal Professor of Estate Planning
Professor, Taxation, The American College

“Crash and Learn”
Jason Early
Managing Associate, Creative Financial Group

“The Financial Goals, Concerns and Actions of Women Business Owners”
Mary Quist-Newins, CLU®, ChFC®, CFP®
Director of the State Farm® Center for Women & Financial Services
Assistant Professor of Women’s Studies
State Farm® Chair in Women and Financial Services

Cost: $35 per person or $350 for a table of 12.

This is a great opportunity to reconnect with your College, receive CE credit and network with fellow alumni!

CLick Here To Register

Students You Recommend Pay No New Student Fee!
Be an Ambassador for Your College and Pay it Forward!

Pay It Forward

As an alumni of our programs, you can pass along referrals with the special promotional code FORWARD812*.  New students who start a program using that code will pay no new student fee -- a $140 savings*!

If you found value in the courses you took at The American College, this is the perfect way to pass along the benefits of professional education to colleagues, friends, and those on your team. Whether the program is our LUTCF training program, the respected CLU®, ChFC®, RICPâ„¢, or education leading to CFP® certification, your referral means new students can start now with no new student fee.

Tell students you refer to use the promotional code FORWARD812 when they enroll. It's that easy for you to pay it forward!Â

Our Professional Education Counselors
can be reached by calling: 888-263-7265

*Promotion ends September 5th, 2012

Rodger Johnson

Alumni of the Month – August 2012
Rodger K. Johnson, MSFS ChFC® CLU® CFP® CAP®

Rodger Johnson is a native East Texan currently residing in Bullard. He entered the financial services industry in 1978 and earned a Masters of Science in Financial Services from The American College. An avid believer in continuing education, Rodger holds designations as a Chartered Financial Consultant®, Chartered Life Underwriter®, a Certified Financial Planner® practitioner, and a Chartered Advisor in Philanthropy® and has his Masters of Science in Financial Services (MSFS).

Rodger has been a top producer for New York Life for the majority of his career and has consistently ranked among the top 50 producers in the company. In 2011, Rodger was recognized as New York Life’s Council President, an honor given to the number one agent in the company. Rodger gives much of his professional credit to the education he received at The American College so it was only natural that he look for ways to give back to the organization. Rodger worked closely with Phil Cubeta in 2011 to facilitate the Dallas study group for the initial CAP® class. He believed in the program so much that he returned in 2012 to facilitate a new class in Dallas as well as start one in Tyler. By the end of 2012 he will have assisted approximately 75 professionals including non-profits, attorneys, stock brokers, and insurance professionals in earning their CAP® designation. Rodger is making a difference in the professional and Philanthropic communities in both Dallas and Tyler.

Congratulations, Rodger!

CAP Share

Read CAP® Share and Join the Discussion

CAP®-Share is the latest offering from The American College, designed for students and designees of the Chartered Advisor in Philanthropy® program, as well as those interested in becoming CAP®s .

Featuring contributions from CAP® practitioners and students, the aim of this newsletter is to:

  • Foster community among CAP® students and practitioners.
  • Publicize recently awarded CAP® designees.
  • Offer best practices from other CAP®s.
  • And much more!

Alumni Trip of a Lifetime to The British Isles!

May 13-23, 2013

The American College Alumni Association has secured an extraordinary group price aboard the Celebrity Infinity for an unforgettable 11-night cruise of The British Isles. Boasting a two-to-one crew to passenger ratio, the Solstice-Class Infinity features AquaClass® staterooms and suites with access to Blu®, an exclusive dining sanctuary for AquaClass® guests.

We have packed the itinerary with tourist attractions, historical landmarks, shopping, dining and unbelievable golf excursions, making this trip a can’t-miss opportunity.

In between our many exciting ports of call, you will have the opportunity to learn from industry leaders and our award-winning College faculty. Topics include:

“Risk Management in a New Global Economy”
Dr. Larry Barton, CAP®
President and CEO,
O. Alfred Granum Chair in Management
The American College

“Identifying High Impact Talent: An Insider’s Periscope on Your Next Best Hire”
Mike Corey
Caldwell Partners

Just added: Pre-Cruise weekend in Paris! Don’t miss out on this special weekend in the City of Lights! Guests will enjoy exclusive dining opportunities, a trip to AXA International headquarters, and an unforgettable ride on The Chunnel from Paris to London.

We already have 40 people enrolled!
Don't say, "I wish I had..." Join us!

The Wealth Channelâ„¢ - All Business. No Static. - Take The Tour!
ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU® & ChFC® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERâ„¢, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERâ„¢, and CFP(with flame logo)® certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.