Events from The American College of Financial Services

Events from The American College of Financial Services
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Events from The College
We believe events should connect communities, catalyze change, and accelerate careers through knowledge. Browse our full lineup of upcoming in-person and virtual events.
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Join Us at an Upcoming Event
Horizons 2026
Live Event | May 4-6, 2026
Join us in Orlando for an epic retirement planning experience featuring the profession’s top experts, networking events that connect you with industry veterans, experiential excursions, and more!
Register Now
Advanced Special Needs Planning Symposium
Live Event | May 7-8, 2026
Join us in Orlando, FL, for a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning.
Register Now
Alumnae of Impact Luncheon
Live Event | May 12, 2026
Connect with women in the financial services industry at a luncheon focused on growth, shared experiences, and planting seeds for the future with College leaders.
RSVP Now
Planning With Donor-Advised Funds
Virtual Event | May 19, 2026
Join thought leaders H. Daniel Heist, PhD, Erinn Andrews, Benjamin F. Cummings, PhD, CFP®, as we explore the ins and outs of using donor-advised funds in financial planning.
Register Now
Wilmington Alumni & Student Reception
Live Event | June 24, 2026
Connect with fellow alumni and hear key College updates from Senior Vice President, Carol Prushan.
Register Now
Greater Charlotte Alumni & Student Reception
Live Event | June 25, 2026
Connect with fellow alumni and hear key College updates from Senior Vice President, Carol Prushan.
Register Now
Conference of African American Financial Professionals
Live Event | August 3-5, 2026
Join us in Chicago at the nation’s premier professional development conference for Black and African American financial professionals, as well as all those dedicated to advancing representation in the industry.
Register Now
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Podcasts
Advice Utopia or Robot Overlords: What to Expect From AI in the Future
Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, talk about AI and what it could mean for the future of financial services in this episode of Shares.
By
Michael Finke
April 16, 2026
Insights
Five Questions With Siu Lung (Philip) Wu
As an advisor, earning trust is about more than technical skill; it’s about expertise, approach, and the ability to connect meaningfully with clients.
April 15, 2026
Insights
Guiding Clients Through Longevity Risk
Longevity risk can derail retirement, but planning ahead ensures clients enjoy a secure, lasting income.
April 15, 2026
Press
The College Appoints Uneeka Jay as Chief Administrative Officer
The College welcomes a new chapter in organizational leadership with Uneeka Jay as Chief Administrative Officer, bringing extensive experience in operations, human resources, and executive leadership.
April 07, 2026
On-Demand Webcasts
Ed Slott’s 2026 Retirement Tax Playbook: Permanently Lower Lifetime Taxes
Hear from America’s leading IRA expert on the impact of recent tax laws on retirement, tax, and estate planning in this on-demand virtual event exclusively on Knowledge Hub+.
March 31, 2026
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