On this Spot on Insurance bonus episode we talk to three professors: 

C. W. Copeland, Ph.D. is the President of the Financial Planning Division of the National Financial Group.  Dr. Copeland is also an Adjunct Professor of Insurance at The American College of Financial Services, an Adjunct Professor at the College for Financial Planning, and an Adjunct Professor at Clark-Atlanta University.  He conducts scholarly research in Behavioral Economics and teaches graduate-level business courses.  He also has been a regular guest on radio and television shows across the country where he addresses audiences on financial planning strategies on a regular basis.

Dr. Copeland has served for 20 years as an instructor with R.S. Thomas Training Associates.  They provide pre-licensing training, continuing education, and business development advice for financial services professionals. He has more than 20 years of industry experience as a financial planner where he coordinates the efforts of attorneys, tax advisors, employee benefits managers, estate and business planners, and pension managers for the benefit of his clients.  He holds numerous licenses and registrations in the areas of investments and insurance.  These include the prestigious Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.

Dr. Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement, and financial planning. Craig earned his Ph.D. from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.  Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board, and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.

Dr. James Moten is the Insurance Program Director at Collin College.  He is currently the Professor of Insurance Management and Discipline Lead for Collin College’s Insurance Management Program that began Fall 2019. He has been teaching Insurance Management, Financial Planning, Finance, Economics, and Accounting full-time since 2005.  His professional experience includes serving as an insurance agent, financial planner, and financial counselor after his 11-year military career. He has a Ph.D. in Business Administration (Financial Management Concentration), a Master of Science in Finance, a Master of Science in Accounting, a Master of Science Economics, a Master of Business Administration, a Master of Science in Financial Planning, and a Master of Science in Acquisition and Contract Management.  In addition to his academic degrees, he is a Certified Financial Planner Professional (CFP®), a Chartered Financial Consultant SM (ChFC®), a Chartered Mutual Fund Counselor SM (CMFC®), and a Chartered Retirement Planning Counselor (CRPC®).

Connect with Our Guests:

• Dr. Craig Lemoine:
  • LinkedIn
  • Twitter
• Dr. C. W. Copeland:
  • www.PhDinMoney.com
• Dr. James M. Moten Jr:
  • LinkedIn

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