Conferences and Events
Mitigating the Impact of the 10-Year Rule
Exclusive Webcast | October 29, 2024
Join Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™ on Knowledge Hub+ Tuesday, October 29, as he discusses the SECURE Act’s 10-Year Rule and its impact on timeframes for distributions from inherited retirement accounts.
TPCP™ Live Program Tour
Live Event | November 12, 2024
Join The American College of Financial Services and our esteemed thought leaders as we preview the new Tax Planning Certified Professional™ (TPCP™) Program and analyze the benefits it can offer to advisors and their clients!
Phoenix Regional Alumni Reception
Event | November 18, 2024
Whether you're looking to learn what’s new at The College or broaden your network, our event offers an environment where you can meet fellow alumni from the Phoenix area.
Advanced Special Needs Planning Symposium
Conference | November 19-20, 2024
Join us in Phoenix, AZ for a one of a kind event bringing together professionals from across financial services and beyond for advanced learning on special needs planning.
Horizons 2025
Conference | March 3-5, 2025
Join us in Coronado, CA for an epic retirement planning experience with this inaugural, first-of-its-kind conference focused solely on delivering retirement planning expertise.
Donor-Advised Fund Professional Certificate
Event | April 8-9, 2025
Join us at The Adolphus hotel in Dallas, TX, for the first and only certificate program solely dedicated to donor advised funds and administered by an accredited, nonprofit, academic institution.
