Insurance Education

The American College’s nineteenth annual Henry A. Deppe Lecture, which provides insurance agents, financial planners, attorneys, and accountants with a forum to learn about changes in the financial services industry will be held at The Guardian Life Insurance Company of America’s headquarters in New York City on Friday, November 9. This year’s lecture is intended to educate attendees on life insurance opportunities in qualified plans, and will cover topics such as qualified retirement plans, life insurance opportunities, and the challenges of Section 409A for insurance professionals. The program has been submitted for continuing education approval for life insurance agents in three states as well as PACE, CPE, and CFP continuing education credit.

Five financial professionals will participate in the lectures. The presenters include Andrew Fair, an attorney in the areas of estate business and retirement planning; Paul Schneider, the Guardian/Henry A. Deppe chair in pensions and retirement planning at The American College; Laurence Sacher, the recently retired president of Capital Planners, LLC, and the event moderator; Susan Grant, the head of the Qualified Plan Marketing Department for Guardian Life Insurance; and Sheila Hickey, who has been working in the field of retirement planning with Guardian since 1972.