Shares

Shares

Por: The American College of Financial Services
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.
38 episodios disponibles

Latest episodes of the podcast Shares

Ep. 38: Building Expertise For Every Stage 03/12/2025
Ep. 37: Leadership Traits You Can Trust in Financial Services 10/11/2025
Ep. 36: Taxes, Estate Planning, and the OBBBA: What You Need to Know 23/10/2025
Ep. 35: Continuing the Representation Conversation in Financial Services 25/09/2025
Ep. 34: Working With Clients on Retirement Income Strategies 21/08/2025
Ep. 33: How to Talk to Your Clients About Retirement Income Planning 17/07/2025
Ep. 32: Tax Policy Proposals and Impacts 17/06/2025
Ep. 31: Planning for Healthcare Costs in Retirement 13/05/2025
Ep. 30: Perfecting Plan Design for Retirement Benefits 01/05/2025
Ep. 29: Retirement Planning in Volatile Markets 16/04/2025
Ep. 28: The Truth About Tariff Impacts 11/04/2025
Ep. 27: The "Guru Gap" in Financial Services 25/03/2025
Ep. 26: Empowering Clients Through Financial Planning 11/03/2025
Ep. 25: Social Security in Retirement Planning 18/02/2025
Ep. 24: Secrets of Sound and Smart Investing 21/01/2025
Ep. 23: What’s Next in Lifelong Learning 02/12/2024
Ep. 22: Making an Impact Through Philanthropic Planning 18/11/2024
Ep. 21: A Deep Dive Into Tax-Informed Planning 04/11/2024
Ep. 20: The Power of Coordinated Planning 28/10/2024
Ep. 19: How Diversity Enhances Financial Services 15/10/2024
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