The Future is Now!
Celebrating Impact, Shaping the Future.
The American College of Financial Services is proud to celebrate our most loyal supporters at the annual President’s Dinner. We will honor dedicated members of the President’s Circle and Legacy Society while recognizing the remarkable accomplishments of this year’s recipients of the Solomon S. Huebner Gold Medal, President’s Award, Women Working in Wealth℠ Award, and the NextGen Financial Services Professional Award. The evening will also feature the induction of new members into the Alumni Hall of Fame and the Second Century Society.
Set against the breathtaking backdrop of the Four Seasons Hotel Philadelphia at Comcast Center, the evening promises to be a memorable celebration of those who help shape the future of both The College and the financial services profession through their leadership. We sincerely hope to see you there!
Alumni & Volunteer Breakfast
Enjoy breakfast while we dive into Exit Planning from Both Sides of the Desk. Whether you’re a financial advisor helping clients preserve their legacy or a professional considering the future of your own practice, this conversation will offer valuable insights into the crucial — yet often overlooked — topic of exit and succession planning.
Friday, November 14, 2025
8:00 - 10:00 am ET
Four Seasons Hotel Philadelphia
MODERATOR
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®
Professor of Practice and a Scholar in Residence at the Cary M. Maguire Center for Ethics in Financial Services
PANELISTS
Jason Early
Founder, RISR
Michael “Mickey” Rosenzweig, CLU®, ChFC®, AEP®
Founder and CEO, Rosenzweig Financial Services
Heather Welsh, CFP®, AEP®, MSFS
Senior Vice President, Wealth Planning Dept. Leader at Sequoia Financial Group
National Strategic Philanthropic Partners
National Philanthropic Partners
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The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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