November 2014 Connections Newsletter

Issue #1114  
The American College of Financial Services® Connections

One Person: Transforming Lives with The American College
  The American College is in the final weeks of its five-year comprehensive campaign, One Person: Transforming Lives with The American College. Thanks to many generous donors, individuals and companies, the One Person Campaign is closing in on the final $50 million goal by December 31, 2014. Will you help push us over the top?

A groundbreaking new PhD in financial and retirement planning was made possible by the campaign, as well as five new centers of academic excellence, focusing on veterans, women, special needs, ethics, and practice management. These initiatives were envisioned by The American College faculty and approved by the Board of Trustees in 2010 in response to the changing needs of our industry and students.

Last month, volunteers from The College’s Alumni Advisory Board were instrumental in ensuring a successful one-day online giving effort called One Person—One Day. This special project raised $155,500 in 24 hours, and a major portion of the funds were for the new MassMutual Center for Special Needs.

Please consider joining our One Person Campaign now! With your gift of $1,500 or more, you will receive an invitation to The College’s annual black-tie Presidents’ Dinner at Gotham Hall in New York City on Dec. 5. Your gift will make a larger difference than ever before as we try to reach our $50 million goal!

With the continued support of our students and alumni, we’ll ensure a bright future for The American College, our profession, and the financial advisors of tomorrow.


Congress Proposes Three Changes to Social Security That Make Sense
  There has been much debate on the issue of Social Security and how the government will be able to continue to pay benefits in the future. With nearly one third of U.S. retirees relying completely on Social Security for their retirement income, a solution needs to be implemented soon to protect today’s working generation. It’s projected that Social Security will only be able to pay 77% of its promised benefits in 2033. A 23% cut may not seem substantial, but to those depending on every cent for their livelihood, it would mean a decrease in comfort and quality of life during retirement.

Read more from Jamie Hopkins, Associate Director of the New York Life Center for Retirement Income at The American College, and his recently published article on
What Every Advisor Should Know by November 15th

Assistant Professor of Health Insurance at The American College, Adam Beck, Esq., recently hosted a webcast where he discussed upcoming healthcare changes on the horizon for 2015. During the webcast, he talked about what is expected from individual exchanges next year, the SHOP Marketplace and what it means to advisors, and how health benefits are changing in 2015.

Professor Adam Beck Esq., Testifies to Congress on SHOP Exchange
Earn your ChFC® and become an Advanced Financial Planner

According to the Bureau of Labor Statistics, the financial planning profession will continue to grow at a rate of 27% until 2022, which is much faster than the growth rate of other professions.

Getting advanced education can provide advisors with the tools needed to thrive in this growing field. The American College offers the two top financial planning programs on the market today. The education advisors receive in the CFP® Certification program will prepare them to sit for the CFP Board’s comprehensive exam, while The American College’s most advanced planning program, ChFC® , has additional content in its curriculum, teaching advisors practical applications for the fundamentals they learn throughout the program. Since the programs are similar, students have the option of earning both designations – giving them the ability to serve every person, every need.

To learn more about The American College's financial planning programs, visit:

Be sure to read all about it
  Be sure to read the Fall 2014 issue of The Wealth Channel® Magazine.
This issue is devoted to the advisor - with articles that deal with:

Building a Trusted Advisor Network
Advisors and the Behavioral Finance Dilemma
Distribution and Some Surprising Trends You’ll Want to Know About
Eight Ways to Know You’ve Partnered With the Right Wholesaler
Developing High Performing Teams
Big Data in Financial Services

...and so much more. Click here to view the articles.

Don’t forget you can also download the magazine at the Apple Store to your Newstand on your iPad® or iPhone® – or if you have an Android device, go to and search for The Wealth Channel® Magazine.

Do you have an interest in being a member of The Wealth Channel® Magazine Advisory Board? We are looking for practitioners to help identify timely themes, suggest authors for articles and provide expertise in reviewing specific content for the magazine. Please contact our editor-in-chief, Stephen Tarr, at
The New Home for the Penn Mutual Center forf Veterans Affairs

The American College’s Penn Mutual Center for Veterans Affairs has launched a brand new website, hosting a wealth of resources and information dedicated to supporting our transitioning veterans. Its new and enhanced functionality will make the scholarship application process simple and straightforward.

Visit and you'll find:
Instructions on how to apply for scholarships.
Career paths available through education from The American College.
The latest from The Center’s social media outlets.
Information on The Center’s generous donors and partner companies, and more!
Scholarships are available for all of The College’s designation programs, as well as the MSM and MSFS graduate degrees. Curious about your eligibility?
Check out the new website to learn more!

Make sure you're included in the Alumni Directory.

Please call 866-874-7477 or Email us at:

News & Events

Alumnus of The Month

Paul Finch

Paul Finch

Read more

In The News

The Wall Street Journal-Target Funds Are Too Risky for Youngest Workers

Think Advisor-Don’t Let Clients Take Their Passwords to the Grave

The New York Times-Making Sure Retirement Savings Don’t Run Out

Upcoming Events Sponsored by The American College

Presidents’ Dinner: Friday, December 5th, 2014


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Our address is 270 S. Bryn Mawr Avenue, Bryn Mawr, PA, 19010-2196