AGENDA
All times listed are EST.
Thursday, January 22                                                                                                            
10:45 a.m.
Welcome, Opening Comments, Instructions from YCC
11:00 a.m.
Navigating Client Anxiety
Client anxiety isn't just about market volatility or portfolio performance. It's about the stories people carry—stories about scarcity, worth, and what money means for their identity and safety. In this session we'll explore how we move beyond reassuring clients with numbers and charts, and instead create space for deeper conversations.

Discussions can include how we recognize when anxiety is really about something beneath the surface, what questions help shift the dialogue from fear to clarity, and how we guide clients toward decisions rooted in their values rather than their panic. We'll share what we've learned, what works, and how we show up when clients bring us their fear alongside their finances.
12:00 PM
Break
12:30 PM
Distinctive Ways Solo Advisors Are Using Artificial Intelligence to Enhance Their Practices
Taking meeting notes. Drafting emails. These two areas have received great focus as both general and financial advisor–specialized artificial intelligence tools have rolled out over the past twelve to eighteen months. But there must be other avenues solo advisors have found to incorporate these innovative tools to gain efficiency, boost marketing effectiveness, or otherwise improve their practices.

What are they? In this session, we will explore those areas and discuss both the opportunities and risks of embedding more artificial intelligence into your practice—or forgoing doing so.
1:30 PM
Break
2:00 PM
Protecting Clients from Fraud
In 2024, Americans lost $470 million to text scams (for example, “Have you paid your outstanding toll bill?!”). And that’s just the tip of the iceberg. We’re also subject to online phishing attacks, fake websites, “pig butchering,” phone scams, and stolen checks. Many of our clients are great targets for these types of fraud, especially grandparents, the uber-busy, and families with teenage children.

In this session, we’ll share our experiences of how our clients have lost money to fraud and what we can do to help them mitigate this risk in the future.
3:00 PM
Instructions for Networking Breakouts
3:15 PM
Under the Trees Networking Sessions
4:10 PM
Tech Showcase
Friday, January 23  
10:55 AM
Opening Comments
11:00 AM
Social Security: Beyond Maximization to Personalization
When to claim Social Security is one of the most critical retirement decisions advisors help clients make. While delaying benefits to age 70 often maximizes benefits on paper, real life rarely fits a one-size-fits-all strategy. Factors such as age and income disparity between spouses, health and longevity expectations, and cash flow needs can shift the optimal approach dramatically.

Beyond these factors, many clients also voice concerns about Social Security’s long-term solvency — a fear that shapes how they think about claiming decisions.

This roundtable will spark a conversation on when delaying to age 70 makes sense and when it doesn’t, with advisors sharing perspectives from their own client experiences. Come ready to exchange ideas, challenge assumptions, and walk away with fresh insights to apply in your practice.
12:00 PM
Break
12:30 p.m.
Navigating Loss: Supporting Clients and Families Through Grief
We will review the delicate process of handling a client's passing. This session will cover essential financial and administrative steps involved in estate settlement and asset distribution, while also addressing the emotional challenges of supporting grieving family members and coping with personal grief.

We will share ideas about how to provide professional, empathetic support during one of life’s most difficult transitions.
1:30 PM
Break
2:00 PM
Addressing Insurance Woes
Sometimes it’s difficult or nearly impossible to find a certain type of insurance for a client. Other times it’s difficult or nearly impossible to get a client to understand that they really need a certain type of insurance.

Either way, as comprehensive financial planners, we have a responsibility to help clients manage risks that could do significant damage to their overall wealth and derail their long-term plans. In this session, we’ll share stories, strategies, and solutions learned from our experiences in the past to help us navigate these situations in the future.
3:00 PM
Break
3:30 PM
Closing Comments

Event Cost: $175

All ACP Members - Solo Advisors and otherwise - are welcome to join! This is a virtual event.

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