4:00 PM - 10:00 PM

Registration

7:00 PM - 10:00 PM

Welcome Reception

7:00 AM – 5:00 PM

Registration

Breakfast  Sponsored by LJPR

Welcome Address

Advisors Finding Happiness for Their Clients
Mike Lynch, Lynch Financial Advisors
1 NASBA CPE 

Cutting-Edge Tax Planning Developments & Opportunities
Michael Kitces, Pinnacle Advisory Group
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE  

Break with Sponsors

The Future of Financial Planning in the Digital Age
Michael Kitces, Pinnacle Advisory Group
1 CFP®CE/NAPFA CE | 1 NASBA CPE 

ACP Tools  Bert Whitehead, Cambridge Connection

Lunch & Learn: The Value of Your Online Identity
Ryan Russell, Twenty Over Ten

Lunch & Learn: Using the Financial Plan to Build More Resilient Portfolios
Brent Burns, Asset Dedication

Q & A with Mr. John "Jack" Bogle

Break with Sponsors

Putting a Value on Your Value: Vanguard Advisor’s Alpha
Colleen Jaconetti, The Vanguard Group

5:30 PM - 7:00 PM

Self-Organized Study Groups

7:00 AM – 6:00 PM

Registration

Breakfast

Practice Automation for Growth and Sustainability
Kelly Adams, Harbor Light Planning LLC
George Guidotti, Big Brain Works LLC
​

8:00 AM - 9:00 AM

How to Show Up at Your Best with Clients, Prospects ... and Everyone Else: A Relationship Toolkit
Ed Jacobson, EAJ Associates
(CFP/NASBA credits pending)

Growing Your Business
Joel Hefner, Dimensional Fund Advisors
1 NASBA CPE

10:15 AM - 10:45 AM

Solution Sessions - Pick one from:  

• Asset Dedication - Finding Scale: Focus on Your Value-Add Through Outsourcing and Turn-Key Asset Management
• Low Load Insurance Services - What Makes LLIS Different
• Twenty Over Ten - ​Web Solutions and Services for Financial Advisors
• Saturna Capital -  Technology Trends and Disruptors
• Scottrade Advisor Services - Power Your Practice with Scottrade Advisor Services’ Custodial Platform

• Asset Dedication - Finding Scale: Focus on Your Value-Add Through Outsourcing and Turn-Key Asset Management
• Low Load Insurance Services - What Makes LLIS Different
• Twenty Over Ten - ​Web Solutions and Services for Financial Advisors
• Saturna Capital - Technology Trends and Disruptors
• Scottrade Advisor Services - Power Your Practice with Scottrade Advisor Services’ Custodial Platform

How to Build a Bond Portfolio in These Tricky Times
Russell Wild, Global Portfolios, LLC
1 CFP®CE/NAPFA CE | 1 NASBA CPE

Creating Model Portfolios
Joel Hefner, Dimensional Fund Advisors  
1 CFP®CE/NAPFA CE | 1 NASBA CPE

Lunch with the ACP Board & Stewart Farnell Award Presentation

Getting the Most Out of Permanent Life Insurance For Your Clients
Scott Witt, Witt Actuarial Services, LLC  
1 CFP®CE/NAPFA CE | 1 NASBA CPE

Harness the Power of Positive Financial Planning for Your Practice and Your Business (and Your Life!)
Ed Jacobson, EAJ Associates
1 CFP®CE/NAPFA CE | 1 NASBA CPE

Break with Sponsors

Five Questions with Rick Ferri
Rick Ferri, Portfolio Solutions, LLC
1 CFP®CE/NAPFA CE | 1 NASBA CPE

ACP Annual Meeting

Self-Organized Study Groups

7:00 PM - 10:00 PM

Special Event

Registration

Breakfast

Adding Tax Alpha
Bert Whitehead, Cambridge Connection
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE

Put Time on Your Side: Joining Dedicated Income Ladders and Time-Optimized Equities
Brent Burns, Asset Dedication 
1 CFP®CE/NAPFA CE | 1 NASBA CPE

E&O Coverage--What to Ask Your Insurer
Ken Robinson, Practical Financial Planning 
1 NASBA CPE 

Break with Sponsors

Compliance and Regulatory Roundup
Lori Neidel, Neidel Law
1 CFP®CE/NAPFA CE | 1 NASBA CPE

Raising Your Game While Reclaiming Your Life: Introducing ACP's Intelligent Portfolio Management Solution
Bill Cuthbertson, Fiscalis Advisory Inc.
Sheryl Rowling, tRx
Andrew Kehoe, tRx

Lunch & Learn: How to Protect Your Clients from 20s through Retirement
Jerry Skapyak, Low Load Insurance Services
1 CFP®/NAPFA CE | 1 NASBA CPE

Best Ideas Session

Final Break with Sponsors

2:30 PM - 3:30 PM

Behavioral Finance - Key to Planner Success
Linda Leitz, It's Not Just Money, Inc.
1 CFP®CE/NAPFA CE | 1 NASBA CPE