White Papers

Starting in September 2011, the College will be releasing monthly financial white papers.

Each white paper is written by our graduate professors and covers current topics affecting the financial services industry.

This list will be updated each month so be sure to check back.

White Paper Downloads

• September 2011: Endogenous Risk and Dangers to Market Stability, Jim Pasztor, MS, MSF, CFP^®

  PDF | ePub | Kindle

• October 2011: The National Debt Controversy, Dr. Satya Dutta

  PDF | ePub | Kindle

• November 2011: A Practical Guide to Special Needs Financial Planning, Rich Stebbins, JD, MS

  PDF | ePub | Kindle

• January 2012: Primary Factors for Small Business Failure to Adopt Retirement Plans,
  Steve Syrmopoulos, MIM, ChFC

  PDF | ePub | Kindle

Coming Soon

• February 2012: What Financial Planners Should Know About the Affordable
  Health Care Act, Sam Van Why, CLU, ChFC
• March 2012: How Interest Rates Affect Estate Planning, Gregg Parish, JD
• April 2012: Investment Considerations in Retirement, Don Johnson, MBA, CFP^®
• May 2012: Retirement Distributions, Dr. Jesse Arman
• June 2012: The Gallenstein Case: A Primer on Grandfathered Tax Rules, Bob Pennington, JD, LLM
• July 2012: Updated Tax Strategies, Mike Cates, MS, CFP^®

Other Downloadable Media

• Press Room
• Survey of Trends in the Financial Planning Industry
• Annual Limits
• Our YouTube Videos