Basics of Crypto Assets for Financial Planning 

This course is designed to provide students with a comprehensive introduction to the rapidly evolving world of crypto assets, cryptocurrencies, and blockchain technology. Students will explore the basics of blockchain technology, and how it underpins the entire cryptocurrency ecosystem. They will learn about the various types of crypto assets, their historical context, and how they have evolved over time. Additionally, the course will introduce the students to the concept of investing in crypto assets, and cover the basics of how to buy, sell, and trade cryptocurrencies. This content will also provide the roles and responsibilities of a financial professional to their client.

Retirement Strategies for Small Business Owners

Oftentimes small business owners are hyper-focused on their business and its growth which is paramount for their business success. As a financial planner, you have the unique opportunity to make sure they also consider their own long-term financial future. This session discusses the following topics: entity selection, tax planning, business owner’s retirement, business retirement plan options, and succession planning.

Overcoming Financial Planning Challenges Facing Modern Women

This session is designed to address the unique financial planning challenges that women have today. The discussion is around the five needs of a modern woman. First, having the career and/or family planning conversation and the importance of the utilization of disability insurance. The second is to address the under-insured or uninsured market of income-producing and non-income producing spouses. Third, understand the unique investment desires women have today that can be solved with ESG or Gender Lens investing. Fourth, finding personalized ways to meet the philanthropic needs of women. Fifth, understanding the longevity risk and creating novel solutions to mitigate those risks. 

The Impact of AI on your Financial Planning Practice

Coming Soon!!!

Linds is the founder of the Polished: Women in Business mini-conference, delivered an inspiring and thought-provoking speech at our event. With a personal mission to showcase women who break barriers in their careers, Lindsey’s post-event reflection reinforced the importance of building a diverse talent pool and investing time in nurturing and fostering female talent from an early stage. Her insights truly resonated with our audience and left a lasting impact.”.

-Jessica

Amazing, amazing. I’m slightly at loss for words, because I feel the American College is at such a unique intersection. The Women’s Center, having the freedom and the capacity and the backing and the support…… the Women’s Center really got super focused and super laser focused on delivering, not just knowledge, but inspiration, guidance, and action items to get us from where we are and paint the vision for the future.

-LeTian