The Leader in Financial Services Education.
Episode 010 2008-02-16 |
Ronald F. Duska, Ph.D., Director of The American College Center for Ethics in Financial Services, the Charles Lamont Post Chair of Ethics and the Professions and Professor of Ethics at The American College.
James A. Mitchell, CLU®, ChFC®, Retired CEO and Chairman of the Board at the IDS Life Insurance Company and Chairman of the Advisory Board for The American College Center for Ethics in Financial Services.Charitable Giving at the Financial Planning Team: In our second and third segments, listeners will hear from a philanthropist, a non-profit executive and an American College faculty member about charitable giving and how it has become an essential component of financial planning discussions. Guests include:
Heather Gee, CAP , Vice President for Development and Donor Relations at The Philadelphia Foundation.
William B. Wallace, CLU®, ChFC®, Retired Chairman of Phoenix Home Life
Richard Fox, JD, LLM, the Sallie B. and William B. Wallace Chair in Philanthropy and Visiting Associate Professor of Philanthropy at The American College.
Episode 009 2007-04-02 |
Episode 008 2007-03-19 |
Episode 007 2007-03-12 |
Episode 006 2007-03-05 |
Episode 004 2007-02-12 |
In this week's program, Dr. Barton and his guests talk about business succession and charitable giving issues.
How Do You Assign A Value to a Business?: Charles S. DiLullo, CPA, CLU, ChFC, the Jarrett L. Davis Distinguished Professor in Finance and Accounting
and Associate Professor of Accounting at The American College talks with Dr. Barton about business values and the challenges in determining what a business is truly worth.
Buy-Sell Agreements: L. Wesley Boord, CLU, ChFC, President of the Comprehensive Planning Group talks with Dr. Barton about life insurance and how buy-sell agreements smooth the business succession process.
SPECIAL TWO-PART SEGMENT Philanthropy and Charitable Giving. Two guests talk with Dr. Barton about high net worth individuals and the benefits of creating a lasting legacy. They are:
H. King McGlaughon, Senior Vice President, the Wachovia Bank Management Group, and
Theodore T. Kurlowicz, JD, LLM, CLU, ChFC, AEP, the Charles E. Drimal Professorship in Estate Planning, and Professor of Taxation at The American College.
Episode 003 2007-01-19 |
In this program, Dr. Barton speaks with our guests about insurance, investments and taxes.
The Gift-Tax Tax Gift: Professor Connie Fontaine, JD, LLM, CLU, ChFC, the Larry R. Pike Chair in Insurance and Investments and Associate Professor of Taxation at The American College shares her thoughts with Dr. Barton on the gift tax.
Why Whole Life Makes Sense Despite What Suze Orman Says: In this provocative segment, John Woleben, CLU, ChFC, and Insurance Planner with Friedman Associates dispels some of popular misconceptions surrounding the value of whole life insurance.
Managing a Retiree's Portfolio: Walt Woerheide, Ph.D., CFP, Vice President of Academic Affairs, Dean and Professor of Investments talks with Dr. Barton about moving from the accumulation phase to the distribution phase of retirement planning.
Episode 002 2007-01-15 |
Episode 001 2007-01-08 |
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