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Hosted by Dr. Larry Barton, President & CEO of The American College
Show 1:
Ethical Issues Affecting Financial Planner Serving the Senior Market
Guest: Dr. Ron Duska - Director of The American College Center for Ethics in Financial Services
Ethical Issues Affecting Financial Planner Serving the Senior Market
Guest: Alyse Blumberg – CASL, President of Blumberg Financial Services
Guest: W. Harold Petersen, RHU, President International Underwriters about Disability Insurance
Exchange Traded Funds and Mutual Funds
Guest: Dr. Don Taylor, CFP, Associate Professor of Finance at The American College
Show 2:
Understanding Baby Boomers and Financial Services
Guest: David Littell, the Joseph E. Boettner Research Chair and Professor of Taxation at The American College
Financial Planning for Special Needs Families
Guest: Jerry Hulick, CLU, ChFC, General Agent Emeritus with MassMutual
Retention and Productivity in the Financial Services Industry
Guest: Richard A. Dulisse, LUTCF, CLU, ChFC, CFP, CASL, Assistant Professor of Financial Planning
Show 3:
Guest: Professor Connie Fontaine, Larry Pike Chair in Insurance and Investments and Associate Professor of Taxation at The American College
Why Whole Life Makes Sense – Despite What Suze Orman says
Guest: John Woleben, CLU, ChFC, financial consultant with Friedman Associates
Managing a Retiree’s Portfolio
Guest: Dr. Walt Woerheide, Acting VP of Academic Affairs, Dean and Professor of Investments at The American College
Show 4:
Buy Sell Agreements and Issues in Business Valuation
Guest: L. Wesley Boord, CLU, ChFC, President of the Comprehensive Planning Group in Dayton, Ohio
Professor Charles DiLullo, CLU, ChFC, the Jarrett L. Davis Distinguished Professor in Finance and Accounting and Associate Professor of Accounting at The American College.Philanthropy and Charitable Giving
Guest: H. King McGlaughon, Senior Vice President at the Wachovia Bank Management Group
Professor Ted Kurlowicz, the Charles E. Drimal Professor of Estate Planning and Professor of Taxation at The American CollegeShow 5:
Developing New Leadership Competencies for Productivity and Profitability
Guest: Professor Glenn Boseman, CLU, CLF – holder of the Roger Hull/James S. Bingay Chair of Leadership and a Professor of Leadership at The American College
Business Potential of Worksite Marketing
Guest: Ron Neyer, CLU, ChFC, Senior Analyst with LIMRA International
Show 6:
Guest: Cynthia Crino, CLU, Associate Vice President of Operations and Advanced Markets with John Hancock Financial Services
Guest: Richard Fox, the Sallie B. and William B. Wallace Chair in Philanthropy at The American College
Show 7:
Recent Trends in the Life Insurance Industry
Guest: Glenn Stevick, Jr., CLU, ChFC, LUTCF and Assistant Professor of Insurance at The American College
The Economics of Separation and Divorce
Guest: Helen Modly, CRP, ChFC, and Executive Vice President of Focus Wealth Management
Show 8:
Guest: Dick Riker, CLU, Director of Medical Underwriting for Innovative Underwriters
Guest: Tom O’Hare, Adjunct Professor of Insurance at The American College.
Show 9:
Guest: David Cohen, CLU, ChFC, LUTCF, and Adjunct Professor of Insurance and Practice Management at The American College
IRAs and the Pension Protection Act
Guest: Ted Kurlowicz, JD, CLU, ChFC, AEP, the Charles E. Drimal Professor of Estate Planning and Professor of Taxation at The American College
Guest: Nancy Morith, CLU, Adjunct Professor at The American College and President of N.P. Morith, Inc.