Agenda

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ACP 2018 Annual Conference

AGENDA

Monday, November 5, 2018

8:30 AM – 5:30 PM

Seven Stages of Money Maturity with George Kinder (Day 1)
George Kinder, Kinder Institute of Life Planning

 

Tuesday, November 6, 2018

8:30 AM – 5:30 PM

Seven Stages of Money Maturity with George Kinder (Day 2)
George Kinder, Kinder Institute of Life Planning

2:00 – 3:30 PM

Grendel Boot Camp: CRMWorkflow and Integrations Management
George Guidotti, Grendel

1:00 – 8:00 PM

Registration

7:00 - 10:00 PM

Welcome Reception (Light Dinner)



Wednesday, November 7, 2018

7:00 AM – 5:00 PM

Registration

7:30 – 8:30 AM

Breakfast

8:30 – 9:00 AM

Welcome and Opening Comments

9:30 – 10:00 AM
Featured Speaker

Life Planning, Mindfulness, and a Golden Civilization
George Kinder, Kinder Institute of Life Planning

10:00 10:30 AM

Break with Sponsors

10:30 – 11:30 AM
Breakouts

Social Media #4Advisors
Stephanie Macon, TD Ameritrade

An Advisor's Guide to Insurance Underwriting
Mark Maurer and Jill MacNeil, LLiS

A Conversation with George Kinder and Fellow Registered Life Planners®
Kelly Adams, Harbor Light Planning - Moderator; George Kinder, Kinder Institute of Life Planning; Sheila Padden, Padden Financial Planning; Frankie Corrado, Blue Blaze Financial Advisors

Compliance Responsibilities Surrounding Senior Clients and Cognitive Impairment: You Suspect a Client is in Cognitive Decline; What do you Do?
Lori Neidel, Law Offices of Lori Neidel

11:45 AM 12:45 PM

Lunch with Board Members

12:45 1:15 PM

Dessert with Sponsors

1:30 2:30 PM
Featured Speaker

Marketing that Works: Business Building Strategies of Highly Successful Advisors
Marie Swift, Impact Communications

2:45 3:45 PM
Breakouts

Designing Time Diversity into Portfolios
Stephen Huxley, Asset Dedication

You’re Worth It: Raising Fees, Showing Your Value, and Working with Ideal Clients 
Lois Basil and Hannah Basil Bryant, Basil Financial Group

Defined-Benefit Pension Payout: Annuity or Lump-Sum
Kenneth Robinson, Practical Financial Planning

Consumer-Directed Care: What Financial Advisors Need to Know
Tom Breedlove, Care.com Homepay provided by Breedlove

3:45 4:00 PM

Break with Sponsors

4:00 5:00 PM

Annual Meeting

5:15 – 6:15 PM

Under the Trees

6:30 – 7:30 PM

Reception Sponsored by Dimensional Fund Advisors



Thursday, November 8, 2018

7:00 AM – 5:00 PM

Registration

7:30 8:30 AM

Breakfast (with committee reports)

8:30 9:30 AM
Featured Speaker

How to Change Minds: The Art of Influence Without Manipulation
Robert Jolles, Jolles Associates

9:45 10:45 AM
Breakouts

Estate Planning in Today's Environment
Scott Huff, Yourefolio

Considering ESG Funds? It's All About Managing Trade-offs
Sarah Ponder, Dimensional Fund Advisors

Buying and Merging for Growth: Established Advisors Taking it to the Next Level
Ross Schmidt, Aspen Wealth Planners - Moderator; Penny Marchand, Cambridge Financial Group; Kelly Adams, Harbor Light Planning; Meredith Briggs, Taconic Advisors

10:45 11:15 AM

Break with Sponsors/Raffle Drawing

11:15 AM 12:15 PM
General Session

In the Beginning: Historical Evolution of ACP Financial Planning Concepts
Ken Robinson, Practical Financial Planning - Moderator; Bert Whitehead, Cambridge Connection

12:30 1:30 PM

Lunch

1:45 2:35 PM
Breakouts

The Right Retirement Plan and 199A Deduction: Lowering Your Clients' Taxes
Troy Thompson, Thompson Advisory Services; Edward Fulbright, Fulbright Financial Consulting

Practice Efficiency for Profitability
Troy Von Haefen, Von Haefen Financial Management

The Path to Ownership for Next-Gen Advisors
Josh Cutler, Bluestem Financial Advisors - Moderator; Alicia Klein, Cambridge Financial Group; Frankie Corrado, Blue Blaze Financial Advisors

3:00 3:50 PM
Breakouts

Selling and Merging for Succession: Senior Advisors Planning a Legacy
Charles Simon, Taconic Advisors - Moderator; Bert Whitehead, Cambridge Connection; Jo Anne Paynter (Emeritus member retired); Jeff McClarren, McClarren Financial Advisors

Implementing Technology for Efficiency Today and the Needs of Tomorrow
Rorik Larson, Essential Financial Strategies - Moderator; Frank Corrado, Blue Blaze Financial Advisors; Jane Young, More Than Your Money

How to Contribute $36,500 a Year to a Roth IRA - Introducing the Mega Backdoor Roth
Sharon Lacy, Natural Bridges Financial

4:00 PM

Free Time

5:00 - 6:00 PM

Under the Trees

7:00 – 11:00 PM Special Event—An ACP Celebration and Homecoming hosted by Bert Whitehead



Friday, November 9, 2018

7:30 – 11:00 AM

Registration

7:30 – 8:30 AM

Breakfast

8:30 9:30 AM
General Session

Be a Hero to Your Clients: Tax Planning Under the Tax Cuts Jobs Act
Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTCP, AEP, Pon & Associates

9:45 10:35 AM
Breakouts

Hiring Best Practices
Christine Isham, Northern Financial Advisors; Penny Marchand, Cambridge Financial Group

How to Build a Content Marketing Strategy That Attracts and Retains Your Ideal Clients
Kali Roberge, Creative Advisor Marketing

eMoney, MoneyGuidePro, RightCapital—Let’s Compare
Ross Schmidt, Aspen Wealth Planners - Moderator; Kelly Adams, Harbor Light Planning; Sharon Lacy, Natural Bridges Financial

10:35 11:00 AM

Break

11:00 11:50 AM
Breakouts

How to Keep Millionaires in a 12% Tax Bracket
Bert Whitehead, Cambridge Connection

Take it Easy: Minimizing the Impact of Tax Seaon
PJ Wallin, Atlas Financial

Working with Young Professional Clients
Cole McClarren, Cambridge Financial Group - Moderator; Alicia Klein, Cambridge Financial Group; Tom McNary, Confluence Financial Advisors

12:00 PM

Lunch (grab and go box lunch)

 

 



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