『Shares』のカバーアート

Shares

Shares

著者： The American College of Financial Services
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.Copyright 2024 All rights reserved. 経済学
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  • Ep. 44: Retirement Roundtable: Parley with Planners

    Ep. 44: Retirement Roundtable: Parley with Planners
    2026/06/11

    Join Lindsey Lewis, MBA, CFP®, ChFC®, as she talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. Filmed at Horizons 2026, Lewis will ask these industry experts to share their insights, tips, and tricks for helping clients meet their goals and form stronger relationships between you and the people you serve.

    Find all episodes at TheAmericanCollege.edu/Shares.
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    42 分
  • Ep. 43: Retirement SOS! (Secrets of Spending)

    Ep. 43: Retirement SOS! (Secrets of Spending)
    2026/05/14

    Join Michael Finke, PhD, CFP®, and Sudipto Banerjee, PhD, at Horizons, an epic retirement planning experience, as they analyze crucial topics relating to retirement spending including the latest research, how different groups differ in their spending, their takeaways from the event, and more.

    Find all episodes at TheAmericanCollege.edu/Shares.
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    23 分
  • Ep. 42: Advice Utopia or Robot Overlords? What to Expect From AI in the Future

    Ep. 42: Advice Utopia or Robot Overlords? What to Expect From AI in the Future
    2026/04/16

    Michael Finke and David Blanchett discuss recent claims that technological advancements in the field of artificial intelligence will make retirement planning as we know it a thing of the past. They also explore how AI is likely to change the field of financial planning, from retirement advice to tax planning, personalization, and more.

    Find all episodes at TheAmericanCollege.edu/Shares.
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    23 分
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