Tune in to The American College Interview of Carolyn Humphrey as Lindsey Lewis, MBA, CFP®, ChFC®, Managing Director and Chair Chair Center for Women in Financial Services at The American College talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. The Shares podcast brings together the thought leaders of The American College of Financial Services and experts from across the financial services industry and beyond to convene insightful conversations and deliver important information financial professionals can use to elevate their expertise. Filmed at The American College's Horizons 2026 Retirement Conference, Lewis will ask these industry experts to share their insights, tips, and tricks for helping clients meet their goals and form stronger relationships between you and the people you serve. See EFS's very own Carolyn Humphrey (Time 06:57) as she shares insights about the significant impact The American College has made on her career, the most common question people are asking about retirement, tax planning that most people overlook, EFS's shared commitment to learning and key takeaways she has taken from attending Horizon's 2026. Carolyn also serves on The American College's Alumni Council, is Co-Chair of the Student Experience Committee alongside Julie Pinkerton, CLU®, ChFC®, LUTCF®. This committee of alumni works to help strengthen the student experience and support the next generation of financial professionals.
At Empowered Financial Strategies, we serve Executive Women, Successful Pre-retirees looking to build a retirement income and estate plan as well as Pre-retirees with adult children with a disability or special needs. Our team specializes in these areas. We have referrals for tax professionals and attorneys who are also experienced in these fields. We spend the time to get to know you and your family. We lead with education with the goal to help you craft your ideal retirement. Reach out to Info@Empowered-fs.com. We are happy to answer questions or point you in the right direction.
About the author: Carolyn Humphrey is a Financial Advisor, with the licenses in areas of Life, disability, health and Long-Term Care Insurances as well as a number of FINRA licenses (series 6, 63, 65, 7 & 24); allowing her to work in various areas of Wealth Management. Carolyn has also earned the following designations from The American College.
- RICP®, (Retirement Income Certified Professional). This designation helps Financial Advisors learn about how to guard against the 18 risks that clients face in retirement.
- TPCP®, (Tax Planning Certified Professional). This designation helps Financial Advisors identify, evaluate, and implement comprehensive tax strategies for individuals and businesses owners across their lifespan, focusing on maximizing tax benefits while ensuring compliance with current legislation.
- WMPC®, (Wealth Management Certified Professional), which is designed to help Financial Advisors build efficient portfolios for goals-based investing.
- CLF®, Certified Leadership Fellow, which has helped her in various leadership positions such as being a national trainer as well as a manager of a team of advisors.
Carolyn has a detail oriented, analytical brain with an expressive personality. She believes that education must come first before any recommendations to clients. She loves travel and experiencing other cities and cultures. She spends her down time with family and friends or just taking some time to reflect, read, workout or go out for hike with her husband and pup. She has been married and caring for rescue pups since the early 1990’s and has been an avid Buffalo Bills fan forever. Go Bills!
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security or insurance product. Empowered Financial Strategies does not offer Tax or Legal Advice. Registered representative of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
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