October 2014 Connections Newsletter

Issue #1014  
The American College of Financial Services<sup>®</sup> Connections

Help me make a great institution even better, a note from President, Bob Johnson
  I feel very fortunate, and am incredibly excited, to join the team at The American College. It is humbling to be named the ninth President and CEO of this esteemed organization. I believe strongly that the future of this institution, founded by Solomon Huebner in 1927, is incredibly bright. His concepts of human life value and the importance of professionalism in financial services are very important to the families our profession serves. As your College continues to expand, we will always honor that strong heritage. My career goals have always been to work with people I like on something I believe in. I have found a wonderful home at The American College. Many talented individuals – faculty, board members, alumni and students – have contributed to the success of The College. In order to ensure The College continues to lead the financial services profession, I would like to learn your thoughts on the following five questions:

1. Why are you involved with The American College (why are you invested
in its success)?
2. What would you like The American College to become?
3. What would you like to see changed at The American College?
4. What would you not like to see changed at The American College?
5. What should I know that I likely don’t know in the context of leading
The American College?
Working together, we can help shape the future of the financial services profession. In addition, we can have a great deal of fun along the way. Please email me your thoughts at OfficeOfThePresident@TheAmericanCollege.edu.

Robert Johnson Signature
Bob Johnson, PhD, CFA®, CAIA®
President and CEO
The American College

Professor Adam Beck Esq., Testifies to Congress on SHOP Exchange
  The Small Business Health Options Program, or SHOP Marketplace, was originally designed by Congress to lower health costs for small businesses, increase competition and choice, and simplify the process of obtaining health coverage. Adam Beck, Esq., Assistant Professor of Health Insurance with the Chartered Healthcare Consultant® program at The American College, testified to the Subcommittee on Health and Technology on why the program is not working as designed. His testimony explained
that complicated tax incentives, the lack of engagement of agents and brokers, and shortcomings in information technology infrastructure in the SHOP Marketplace all
need to be address before the program can be successful.

Read His Full Testimony

For more information on the healthcare education courses Adam teaches at The American College, visit the ChHC® Designation Page.
Earn your ChFC® and become an Advanced Financial Planner
Divorced and blended families are becoming more and more common. About 65% of remarriages involve children from the prior marriage. Small business owners face an increasingly complex planning environment. Retirement income planning is more critical than ever. These are just some of the reasons The American College has updated and revised the Chartered Financial Consultant® (ChFC®) curriculum. The enhanced program still includes all of the planning fundamentals with new courses on applications so advisors will be prepared to offer advanced planning for every person, every need.

To watch an archived webcast featuring Dr. Craig Lemoine, CFP® discuss the changing landscape in America today and how The American College has redefined the curriculum, visit: ChFC® Webcast.
The American College Presents: The 2014 Huebner Medal Recipient at the Presidents' Dinner
Dr. Larry Barton President Robert R. Johnson and Michael C. Davidson request the pleasure of your company at the annual Presidents' Dinner and Reception. Join The American College for an evening of delicious dining, live entertainment, and the presentation of the Huebner Gold Medal to Dr. Laurence Barton, CAP®, O. Alfred Granum Chair in Management at The American College. The dinner takes place on Friday, December 5, 2014, from 6:00 p.m. to 10:00 p.m., at spectacular Gotham Hall in mid-town Manhattan.  
  With a special musical appearance by the Princeton Footnotes performing a medley of Broadway Hits, the 2014 Presidents’ Dinner and Reception will be a memorable night for everyone in attendance!

For information on how to attend this invitation-only, black-tie gala, email: PresidentsCircle@TheAmericanCollege.edu, or call Rana McNamara
at: 610-526-1323. 2014 President Circle
Members were mailed invitations the week of September 29th.

About the Huebner Gold Medal:
In 1975, the Board of Trustees established the Huebner Gold Medal, named for The College’s founder, Dr. Solomon S. Huebner. The Huebner Gold Medal is awarded to individuals, who through their support and dedication to The College and its programs, have moved the institution forward in its mission.
News & Events

Alumnus of The Month

Evelyn M. Tai

Evelyn M. Tai

Read more

In The News

USA Today–Low Interest Rates Make it a Tough Time to Retire-Featuring Professor Wade Pfau

REP/WealthManagement.com–Sizing Up a Client’s Lifespan-Featuring Professor David Littell

Forbes–Why Housing Is A Bad Long-Term Investment But You Should Buy Anyway-Featuring Professor Jamie Hopkins

Industry News Button  Faculty In The News Button


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