ACP Public Library

59 Entries
 
 
one month ago
Attachments
2 months ago

Ross Schmidt, Aspen Wealth Planners LLC
September 18, 2017

The Alliance of Comprehensive Planners (ACP) is a community of tax-focused, comprehensive financial advisors. ACP Member ...

Attachments
2 months ago
Attachments
2 months ago

Troy E. Thompson CFP®, JD, Thompson Financial Services

Fee-only financial planners understand the importance of income taxes in the financial planning process. Our profession recognizes ...

Attachments
8 months ago

The Student Membership Committee (Steven Clark - Chair, Jim Davis, Anne McFarland, and Chris Wentzien) is hosting an informational meeting for ACP members interested in becoming student ...

Attachments
9 months ago


Jonathan Heller, KEJ Financial Advisors, Robert Walsh, Lighthouse Financial Advisors, and Jake Kuebler, Bluestem Financial Advisors



CE Credits: NAPFA, CFP, NASBA, IRS


Without ...

Attachments
9 months ago

John Konetzny, The Practical Planner, LLC.

I took the path a lot of college graduates do and started working for a major investment firm as a financial advisor. I obtained my Series ...

Attachments