What happens when AI becomes the client? At #CFPConnections26, @UofIllinois's @HigherEdCraig and Presley Fee showed how AI-powered simulations are giving students a new way to practice financial planning.
Craig Lemoine, PhD, CFP(r) retweeted
Panelists Presley Fee (@UofIllinois) and Dr. Craig Lemoine (@HigherEdCraig) explored how #AI can enhance financial planning classrooms, helping students innovate and faculty focus on key goals. #CFPconnections25
Craig Lemoine, PhD, CFP(r) retweeted
Here’s what you need to do in times of extreme uncertainty:
• Don’t panic
• Control spending
• Keep 6-12 months of expenses in cash
• Rebalance your portfolio
• Look for opportunities
• Turn off the news
• Work hard
• Exercise
Everything else is a distraction.
Craig Lemoine, PhD, CFP(r) retweeted
Beating the dogshit out of my family at Mario Kart. No handouts. 1st 13 times in a row. People are crying. I feel nothing.
Craig Lemoine, PhD, CFP(r) retweeted
ESPN College Gameday ALL picked South Carolina to beat the Illini.
Craig Lemoine, PhD, CFP(r) retweeted
We all need more Northeast Tower in our lives…. 🧡💙 #ForeverMemory
Craig Lemoine, PhD, CFP(r) retweeted
Replying to @FiSurgi
So proud of everyone involved and all the students and professionals leading this cause.
@Bmoney_CG @Kate__Healy @HigherEdCraig @DrPrestonCherry @anjiekonte @BlackRock @__black_swan @KelseyRuwe @Daniel_Bolton @NitrogenWealth @BrynMawrTrust @WSFS – at Philadelphia, PA
Craig Lemoine, PhD, CFP(r) retweeted
Replying to @HigherEdCraig
@HigherEdCraig recently joined the @CarsonGroupLLC Framework Podcast in their Home Equity 5-Part Series to discuss home equity, retirement income planning, and reverse mortgages.
Listen here⏯️ carsongroup.com/insights/blo…
Craig Lemoine, PhD, CFP(r) retweeted
In the latest #Framework episode, Shelley Giordano and @HigherEdCraig open the conversation on reverse mortgages and retirement planning. They talk about leveraging home equity for a better retirement outcome. Tune in: bit.ly/3LcpRl2
Craig Lemoine, PhD, CFP(r) retweeted
Kia Reid of CFP Board moderates a session with Luke Dean, Ph.D., CFP®, (@UVU), Craig Lemoine, Ph.D., CFP® (@UofIllinois) and Martin Seay, Ph.D., CFP®, (@KState) as they deliver expert insights on how to guide students toward firms that match their career goals. #CFPConference
Craig Lemoine, PhD, CFP(r) retweeted
We are so humbled and truly speechless. Thank you for the acknowledgement @AaronKlein and @NitrogenWealth. We are just getting started in empowering the next generation of our profession.
@Dr_JulieFinServ @HigherEdCraig @RetirementRisks @FiSurgi @Kate__Healy @DrPrestonCherry
Craig Lemoine, PhD, CFP(r) retweeted
🌟ACES Spotlight: Brian Paoli & Team🌟
Brian, along with teammates Noah Gay & David Sun, represents us at the FPA Conference in Phoenix this week, ranking in the top 8 teams nationwide! 🏆
Join us in wishing the Financial Planning Team all the best!
🔗: bit.ly/466lGjJ
Craig Lemoine, PhD, CFP(r) retweeted
This week, Carson’s @RetirementRisks and @AnaT_Edits talk with @HigherEdCraig, Specialty Coach at Carson Group and Director of the Financial Planning Program at the University of Illinois.
Check out the full episode: hubs.li/Q017HMph0
Craig Lemoine, PhD, CFP(r) retweeted
Turning your #homeequity into cash can help pay bills and preserve other savings and #investments. Hear from Academy members @HigherEdCraig, @WadePfau, Dr. Barry Sacks and Shelley Giordano in this @nytimes article!
nytimes.com/2022/04/01/busin…
Craig Lemoine, PhD, CFP(r) retweeted
Thought-provoking #Excell2021 session on evolving fee models to serve a broader set of clients for whom the AUM model isn't aligned to both the evolving value we're delivering and to the income/wealth profile of different clients.
@anjiekonte @HigherEdCraig
Craig Lemoine, PhD, CFP(r) retweeted
Prior to retiring, people usually want their property to be worth as much as possible. Find 5 ways to efficiently build as much #homeequity as possible before your golden years.
foxbusiness.com/money/home-e…
Craig Lemoine, PhD, CFP(r) retweeted
How do financial planners discuss reverse mortgages with their clients? What are their opinions on this planning vehicle? @HigherEdCraig breaks down a 2020 report of financial professionals discussing #reversemortgages and how they are used in their everyday practices.
Craig Lemoine, PhD, CFP(r) retweeted
The number of baby boomers retiring was more than double the increase of the year prior. A reverse mortgage can help them expedite the execution of their retirement plans. #reversemortgage #earlyretirement #COVID19
forbes.com/advisor/retiremen…



























