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Expand Your Opportunities

Founded in 1927 by financial services education pioneer Solomon Huebner, The American College of Financial Services has a rich history in financial services education—standing strong as the standard-bearer for academic quality. The College’s faculty includes the nation's top thought leaders in financial services practice and management, offering expertise that is sought by companies, policymakers, and students across the United States. The College’s mission is to uplift the profession by providing applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society.

Learn more at TheAmericanCollege.edu.

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Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.

Find all our episodes at TheAmericanCollege.edu/Shares.

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Find all our episodes at TheAmericanCollege.edu/Shares.

Ep. 22: Making an Impact Through Philanthropic Planning

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