The American College of Financial Services

In his latest blog, President and CEO George Nichols III, CAP® reflects on the history behind Juneteenth as we approach numerous milestones, including America’s 250th birthday, The College’s centennial, and the 20th annual Conference of African American Financial Professionals.

As we commemorate Juneteenth, we are reminded that a stronger profession is one in which opportunity is accessible to individuals of all backgrounds.

https://www.theamericancollege.edu/knowledge-hub/insights/juneteenth-and-the-next-century-of-opportunity

Summer is almost here, so why not invest a little time in yourself?

With Know Yourself, Grow Your Wealth®, you’ll gain practical insights to help you set financial goals, make smarter decisions, and build greater confidence in your financial future — all at zero cost.

Your future self with thank you. Start learning for free today: https://www.theamericancollege.edu/learn/consumer-financial-education/know-yourself-grow-your-wealth

Join fellow alumni and students from The American College of Financial Services at our upcoming Jersey Shore reception!

Join us in Spring Lake, NJ on July 16, 2026, for an evening of connection, conversation, and community. Hear timely updates from The College and take part in a Q&A with President and CEO George Nichols III, CAP®.

Hosted by our generous alumni, this gathering is a great opportunity to expand your network and build meaningful connections. Register today: https://cvent.me/Y0w8Ez

For the first time ever, The College is a five-time finalist for the 2026 Wealth Management Industry Awards!

The College is among the finalists for five Wealthies awards:

🏆 Industry Associations — Consumer Awareness Campaign
🏆 Industry Research Providers — Onboarding Gen Z Study
🏆 Podcasts — Shares Podcast
🏆 DE&I — Conference of African American Financial Professionals (CAAFP)
🏆 DE&I — Advanced Special Needs Planning Symposium

We’re honored to be recognized alongside our incredible fellow finalists. Thank you to Wealth Management for the opportunity!

Looking for your next retirement read? Check out these books by our thought leaders:

📘 The Retirement Specialist by Eric Ludwig, PhD, CFP®, RICP® helps readers understand the retirement planning landscape and identify the right financial professional to guide them through it.

📗 Your Retirement Checkbook by Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® and Bonnie Treichel guides readers through 125 crucial retirement planning lessons, with space to reflect, take notes, and apply key concepts.

Attendees at Horizons 2026 had the opportunity to meet both authors and take home signed copies of these valuable retirement planning resources.

Hear directly from Chief Marketing and Strategy Officer Jared Trexler as he examines the key findings of the Advisor Expertise Study.

From why experience is not enough to stand out to today’s clients to the areas of planning that suffer the most expertise gaps, Trexler explores what it really takes to build trust and demonstrate value in a changing profession.

Read more to unlock the study’s full findings: https://www.kiplinger.com/retirement/retirement-planning/advisers-years-of-experience-could-hide-a-proficiency-gap

Kick off your summer with fellow alumni and students from The American College of Financial Services at our upcoming North Carolina receptions!

Join us in Wilmington on June 24, 2026 or the Greater Charlotte area on June 25, 2026 for a relaxed evening of connection, conversation, and community. Hear timely College updates and take part in a Q&A with Carol Prushan, senior vice president of Advancement and Alumni Relations.

Hosted by our generous alumni, these gatherings are great opportunities to expand your network and build meaningful connections. Register today: TheAmericanCollege.edu/events

In his latest blog, President and CEO of The College George Nichols III, CAP® reflects on America’s 250th anniversary and the sacrifices of those who gave their lives in service to our country.

Memorial Day and Military Appreciation Month call on each of us to honor those we’ve lost by uplifting those who remain, including the veterans, spouses, and military families who continue to make their mark in financial services and beyond.

https://www.theamericancollege.edu/knowledge-hub/insights/reflecting-on-a-landmark-memorial-day

Nearly 11 million women in the U.S. are widowed and face life-changing financial decisions, yet few advisors are fully prepared to serve them.

At Horizons 2026, The College’s epic retirement planning experience, industry experts explored why empathy, timing, and specialized guidance are critical in helping widows navigate both financial and emotional challenges after loss.

https://www.thedailyupside.com/retirement/tax-tips/why-new-widows-need-more-than-just-financial-planning/