Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
The American College of Financial Services Alumni Association presents a Virtual Knowledge & Network webcast led by Anthony (Tony) Boquet, CLU®, ChFC®, CASL®, CLF®, FSCP®. This session focuses on the intent, the extent, and purpose behind a well-crafted beneficiary designation. Through the use of a case study, we will demonstrate the true value of the life insurance proceeds to the client and their beneficiaries.
August 17, 2020
August 17, 2020
Philanthropic Planning | On-Demand Webcasts
Impact Investing: How Will It Disrupt Your Work?
June 24, 2020
Philanthropic Planning | On-Demand Webcasts
Inspiring Leaders in Philanthropy - Promoting Economic Mobility in Underserved Communities
April 01, 2021
Representation | On-Demand Webcasts
How to Attract Gen Z Talent to Financial Services
August 29, 2022
Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
November 12, 2020
Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
July 22, 2020
Representation | On-Demand Webcasts
Helping to Build a Pipeline of Women Working in Wealth
January 18, 2022
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020
Retirement Planning | On-Demand Webcasts
A Discussion on Decision-Making in Retirement Planning
August 25, 2021
Representation | On-Demand Webcasts
Service and Sacrifice of Military Members from a Command Team View
November 08, 2022
Ethics In Financial Services | On-Demand Webcasts
The Future of Workplaces in Financial Services
March 01, 2022
Representation | On-Demand Webcasts
George Nichols III on Increasing Diversity in Financial Services
October 17, 2022
Practice Management | On-Demand Webcasts
How to Build a Personal Brand and a Better Business as a Female Financial Professional
March 11, 2021