Agenda

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TUESDAY, NOVEMBER 12, 2019

1:00 - 8:00 PM

Registration

2:00 - 5:00 PM
ACP Pyramid and Toolkit Bootcamp

ACP Pyramid and Toolkit Bootcamp

5:15 - 7:15 PM
ACP Ethics Workshop

CFP Board’s Revised Code and Standards/Diversity Workshop
Wendy Marsden, ProsperiTea Planning; Courtney Ranstrom, Trailhead Planners

7:00 - 10:00 PM

Welcome Reception (Light Dinner)

WEDNESDAY, NOVEMBER 13, 2019

7:00 AM – 5:00 PM

Registration

7:30 – 8:30 AM

Breakfast

8:30 – 9:00 AM

Welcome and Opening Comments

9:00 – 10:00 AM
Featured Speaker

How to Feel as Bright as Your Clients Think You Are: Why Capable People Suffer from Impostor Syndrome and What to Do About It
Dr. Valerie Young

10:00 – 10:30 AM

Break with Sponsors

10:30 – 11:20 AM
Breakout Sessions


Rebutting the Attacks on Bond Ladders

Steve Huxley and Brent Burns, Asset Dedication

Digitizing Retirement Income Planning
Abraham Okusanya, Timelineapp Tech


Late-Stage College Planning
Lynn O’Shaughnessy, Author/Journalist

Productivity and Time Management for G2 Employees
Cole McClarren, Cambridge Financial Group

11:30 AM - 12:30 PM

Lunch

12:30 - 1:00 PM

Dessert with Sponsors

1:00 - 1:50 PM
Breakout Sessions


Long-Term Care Planning for Your Clients

Jerry Skapyak, LLiS

Elevating the Client Experience
Andrew Town, TD Ameritrade

How Associate Advisor Roles Change and Evolve

Ken Robinson and Britta Koepf, Practical Financial Planning

Empowering Language
Liz Weston, Author/Journalist

2:05 - 2:35 PM
Sponsor Solutions Sessions


Working with Asset Dedication

Steve Huxley and Brent Burns, Asset Dedication

Tax-Efficient Retirement Planning
Joe Elsasser, Covisum

2:35 - 2:50 PM Break
2:50 - 3:50 PM 
Featured Panel
How to Work with the Media and Earn a Gold Star Every Time: Confessions and Advice from Four Top Journalists and a PR Pro
Marie Swift, Gail MarksJarvis, Lynn O'Shaugnessy, Bob Veres, and Liz Weston
4:00 - 5:00 PM Annual Meeting
5:15 - 6:15 PM Under the Trees
6:30 - 7:30 PM DFA Reception

THURSDAY, NOVEMBER 14, 2019
7:00 AM - 5:00 PM Registration
7:30  - 8:30 AM Breakfast
8:30 - 9:30 AM
Featured Speaker
Delivering Value That Will Never Be Undervalued
Mitch Anthony, Advisor Insights
9:45 - 10:35 AM
Breakout Sessions

 

Home Equity Planning “How To”: Identify Candidates and Introduce Reverse Mortgages into Your Practice
Jerry Auippa, Longbridge Financial


Message Mapping and Crafting an Elevator Pitch
Marie Swift, Impact Communications

Adding Value to Your Clients with Business Retirement Plans
Carol Friedhoff, Savvy Outcomes; Ed Fulbright, Fulbright Financial Consulting; John Scherer, Trinity Financial Planning


10:35 - 11:05 AM Break with Sponsors
11:05 - 11:55 AM
General Session
Working Well with Widows
Kathleen Rehl, Rehl Wealth Collaborations
12:00 - 1:00 PM Lunch (with Board Members)
1:00 - 1:50 PM
Breakout Sessions

The Yield Is Greatest Before It’s Zero: The Ins and Outs of Bond Ladders
Jeffrey Augustine, Augustine Financial Solutions

Compliance Considerations in Growing an RIA: How to Grow Your Firm Compliantly
Lori Neidel, Law Offices of Lori Neidel

ACP Advanced Planners Retreat: What We Learned 2019
Ken Robinson, Practical Financial Planning; Jane Young, More Than Your Money

2:05 - 2:55 PM
Breakout Sessions

Business Entity Considerations Under the Tax Cuts and Jobs Act

Larry Pon, Pon & Associates

Preparing Your Firm (and Yourself!) for Internal Succession
Josh Cutler, Bluestem Financial Advisors (moderator); Meredith Briggs, Taconic Advisors; Penny Marchand, Cambridge Financial Group; Jeff McClarren, McClarren Financial Advisors

A Tale of Two Decades: International and Emerging Markets Investing
Karen Umland, Dimensional Fund Advisors


3:00 PM Free Time
4:00 - 6:30 PM SSG Training and Happy Hour
Registration required
5:00 - 6:00 PM Under the Trees
7:00 - 10:00 PM Special Event

FRIDAY, NOVEMBER 15, 2019
7:30 - 11:00 AM Registration
7:30 - 8:30 AM Breakfast
8:30 - 9:20 AM
Breakout Sessions

ACP’s Seven Core Concepts

Bert Whitehead, Cambridge Connection

Doing More in Less Time: Building an Efficient ACP Ensemble Firm
Jacob Kuebler, Bluestem Financial Advisors

9:35 - 10:25 AM
Breakout Sessions

ACP D3 = Drop Dead Drill: How to Prepare for Future Client Illness, Disability, or Death

Penny Marchand, Cambridge Financial Group

The Tax Cuts & Jobs Act: You Know the Law, Now Make Sure You’re Taking Advantage of It!
Larry Pon, Pon & Associates

ACP Best Practices – A System Committee Report


10:25 - 10:55 AM Break
10:55 - 11:55 AM
Featured Speaker

Client Service Experience - Moving from Great to Exceptional in Three Steps

Cheryl Holland, Abacus Planning Group

11:55 AM - 12:00 PM Closing Comments
12:00 PM Farewell Lunch

SPONSORS
PLATINUM
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