Continuing Education

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2018 ACP Annual Conference Continuing Education and Session Evaluations


To earn continuing education credits for NAPFA, CFP, NASBA, and IRS; you will need to report your attendance by completing the CE Proof of Attendance form. This form needs to be completed immediately following the conference and in one sitting, as you will not be able to return to it. Upon submission, you will receive an electronic version of your form. Each attendee who wishes to receive CE credit must complete one Proof of Attendance form.

There are also electronic session evaluations for you to complete. These are required for CPA's who wish to receive CPE credit. There is a survey for each session on the mobile app and found below. 

Instructions are on the electronic CE form, but please contact MaryKate Foust if you have any questions.

Continuing education credits available for each session are listed on the CE form and the Presentations page; please find a summary below:

NAPFA CE: 29 hours
CFP Board CE: 13 hours
NASBA CPE: 25 hours
IRS CE: 4 hours


Continuing Education Proof of Attendance Form

All attendees must complete a Proof of Attendance form, as credits are awarded based on attendance. Please be sure to complete the form immediately following the conference and in one sitting, as you will not be able to return to it.

Continuing Education Proof of Attendance Form and Instructions



Session Evaluations

Below are links to all of the session evaluations at the 2018 ACP Annual Conference, listed in order by day and time. These are also available at the bottom of the session descriptions in the conference mobile app.

Each session title is linked to the survey for that session. If you are a CPA, you must complete the session evaluations in order to receive CPE credit.


Tuesday, November 6

2:00–3:30 PM Pre-Conference Workshop

CRM – Workflow and Integrations Management

Presented by George Guidotti, Grendel.

1 NAPFA CE Credit – Marketing and Practice Management

 

Wednesday, November 7

9:00–10:00 AM Featured Speaker

Life Planning, Mindfulness, and a Golden Civilization

Presented by George Kinder, Kinder Institute of Life Planning

1 NAPFA CE Credit – Communications; 1 CFP CE Credit – General Financial Planning Principles; 1 NASBA CPE Credit – Communications and Marketing

 

10:30–11:30 AM Breakouts

Social Media #4Advisors

Presented by Stephanie Macon, TD Ameritrade

1 NAPFA CE Credit – Marketing and Practice Management; 1 NASBA CPE Credit – Communications and Marketing

 

An Advisor’s Guide to Insurance Underwriting

Presented by Jerry Skapyak, and Jill MacNeil, LLIS

1 NAPFA CE Credit – Insurance and Risk Management; 1 CFP CE Credit - Risk Management and Insurance Planning; 1 NASBA CPE Credit – Specialized Knowledge

 

A Conversation with George Kinder and Fellow Registered Life Planners®

Presented by Kelly Adams (moderator), Harbor Light Planning; George Kinder, Kinder Institute of Life Planning; Sheila Padden, Padden Financial Planning; Frankie Corrado, Blue Blaze Financial Advisors

1 NAPFA CE Credit – Strategic Thinking; 1 NASBA CPE Credit – Specialized Knowledge

 

Compliance Responsibilities Surrounding Senior Clients and Cognitive Impairment: You Suspect a Client is in Cognitive Decline; What do you do?

Presented by Lori Neidel, Law Offices of Lori Neidel

1 NAPFA CE Credit – Insurance and Risk Management; 1 CFP Credit – Professional Conduct and Regulation; 1 NASBA CPE Credit – Regulatory Ethics

 

1:30–2:30 PM Featured Speaker

Marketing that Works: Business Building Strategies of Highly Successful Advisors

Presented by Marie Swift, Impact Communications

1 NAPFA CE Credit – Communications; 1 NASBA CPE Credit – Communications and Marketing

 

2:45–3:45 PM Breakout Sessions

Designing Time Diversity into Portfolios: Short-term vs. Long-term

Presented by Stephen Huxley, Asset Dedication

1 NAPFA CE Credit – Investments; 1 CFP CE Credit – Investment Planning; 1 NASBA CPE Credit – Specialized Knowledge

 

Defined-Benefit Pension Payout: Annuity or Lump-Sum?

Presented by Kenneth Robinson, Practical Financial Planning

1 NAPFA CE Credit – Retirement Planning & Employee Benefits; 1 CFP CE Credit – Retirement Savings and Income Planning; 1 NASBA CPE Credit – Specialized Knowledge

 

You’re Worth It: Raising Fees, Showing Your Value, and Working with Ideal Clients

Presented by Lois Basil and Hannah Basil Bryant, Basil Financial Group

1 NAPFA CE Credit – Strategic Thinking; 1 NASBA CPE Credit – Specialized Knowledge

 

Consumer-Directed Care: What Financial Advisors Need to Know

Presented by Tom Breedlove, Care.com Homepay

1 NAPFA CE Credit – Insurance and Risk Management; 1 CFP CE Credit – General Financial Planning Principles; 1 NASBA CPE Credit – Specialized Knowledge

 

Thursday, November 8

8:30–9:30 AM Featured Speaker

How to Change Minds: The Art of Influence Without Manipulation

Presented by Robert Jolles, Jolles Associates

1 NAPFA CE Credit - Communications

 

9:45–10:45 AM Breakout Sessions

Estate Planning in Today’s Environment

Presented by Scott Huff, Yourefolio

1 NAPFA CE Credit – Estate Planning; 1 CFP CE Credit – Estate Planning; 1 NASBA CPE Credit – Specialized Knowledge

 

Considering ESG Funds? It’s All About Managing Trade-offs

Presented by Sarah Ponder, Dimensional Fund Advisors

1 NAPFA CE Credit – Investments; 1 CFP CE Credit – Investment Planning; 1 NASBA CPE Credit – Specialized Knowledge

 

Buying and Merging for Growth: Established Advisors Taking It to the Next Level

Presented by Ross Schmidt (moderator), Aspen Wealth Planners; Penny Marchand, Cambridge Financial Group; Kelly Adams, Harbor Light Planning; Meredith Briggs, Taconic Advisors

1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

 

11:15 AM–12:15 PM General Session

In the Beginning: Historical Evolution of ACP Financial Planning Concepts

Ken Robinson (moderator), Practical Financial Planning; Bert Whitehead, Cambridge Connection

1 NAPFA CE Credit – Financial Planning Process; 1 CFP CE Credit – General Financial Planning Principles; 1 NASBA CPE Credit – Specialized Knowledge

 

1:45–2:35 PM Breakout Sessions

 The Right Retirement Plan and 199A Deduction: Lowering Your Clients’ Taxes

Presented by Troy Thompson, Thompson Advisory Services; Ed Fulbright, Fulbright Financial Consulting

1 NAPFA CE Credit – Retirement Planning and Employee Benefits; 1 CFP CE Credit – Tax Planning; 1 NASBA CPE Credit – Taxes; 1 IRS CE Credit – Federal Tax Related Matters

 

Practice Efficiency for Profitability

Presented by Troy Von Haefen, Von Haefen Financial Management

1 NAPFA CE Credit – Strategic Thinking

 

The Path to Ownership for Next-Gen Advisors

Presented by Josh Cutler (moderator), Bluestem Financial Advisors, Alicia Klein, Cambridge Financial Group; Frankie Corrado, Blue Blaze Financial Advisors

1 NAPFA CE Credit – Marketing and Practice Management; 1 NASBA CPE Credit – Specialized Knowledge

 

3:00–3:50 PM Breakout Sessions

Selling and Merging for Succession: Senior Advisors Planning a Legacy

Presented by Chip Simon (moderator), Taconic Advisors; Bert Whitehead, Cambridge Connection; Jo Anne Paynter (Emeritus member retired); Jeff McClarren, McClarren Financial Advisors

1 NAPFA CE Credit – Retirement Planning and Employee Benefits; 1 NASBA CPE Credit – Specialized Knowledge

 

Implementing Technology for Efficiency Today and the Needs of Tomorrow

Presented by Rorik Larson (moderator), Essential Financial Strategies, Frank Corrado, Blue Blaze Financial Advisors; Jane Young, More Than Your Money

1 NAPFA CE Credit – Technology; 1 NASBA CPE Credit – Specialized Knowledge

 

How to Contribute $36,500 a Year to a Roth IRA - Introducing the Mega Backdoor Roth

Presented by Sharon Lacy, Natural Bridges Financial

1 NAPFA CE Credit – Retirement Planning and Employee Benefits; 1 CFP CE Credit – Tax Planning; 1 NASBA CPE Credit – Specialized Knowledge; 1 IRS CE Credit – Federal Tax Related Matters

 

Friday, November 9

8:30–9:30 AM General Session

Be a Hero to Your Clients: Tax Planning Under the Tax Cuts and Jobs Act

Presented by Lawrence K.Y. Pon, Pon & Associates

1 NAPFA CE Credit – Income Tax Planning; 1 CFP CE Credit – Tax Planning; 1 NASBA CPE Credit – Taxes; 1 IRS CE Credit – Federal Tax Law Update

 

9:45–10:35 AM Breakout Sessions

Hiring Best Practices

Presented by Christine Isham, Northern Financial Advisors; Penny Marchand, Cambridge Financial Group

1 NAPFA CE Credit – Marketing and Practice Management

 

How to Build a Content Marketing Strategy that Attracts and Retains Your Ideal Clients

Presented by Kali Roberge, Creative Advisor Marketing

1 NAPFA CE Credit – Marketing and Practice Management; 1 NASBA CPE Credit – Communications and Marketing

 

eMoney, MoneyGuidePro, RightCapital—Let’s Compare

Presented by Ross Schmidt (moderator), Aspen Wealth Planners; Kelly Adams, Harbor Light Planning; Sharon Lacy, Natural Bridges Financial
1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

 

11:00–11:50 AM Breakout Sessions

How to Keep Millionaires in a 12% Tax Bracket

Presented by Bert Whitehead, Cambridge Connection

1 NAPFA CE Credit – Income Tax Planning; 1 NASBA CPE Credit – Specialized Knowledge; 1 IRS CE Credit - Federal Tax Related Matters

 

Take it Easy: Minimizing the Impact of Tax Season

Presented by PJ Wallin, Atlas Financial

1 NAPFA CE Credit – Income Tax Planning;1 NASBA CPE Credit – Specialized Knowledge

 

Working with Young Professional Clients

Presented by Cole McClarren (moderator), Cambridge Financial Group; Alicia Klein, Cambridge Financial Group; Tom McNary, Confluence Financial Advisors

1 NAPFA CE Credit – Financial Planning Process; 1 CFP CE Credit – General Financial Planning Principles; 1 NASBA CPE Credit – Specialized Knowledge




If you have any questions regarding continuing education credits, please contact MaryKate Foust at marykate@acplanners.org.




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