WILMINGTON, NC – Alliance of Comprehensive Planners is hosting three days of educational sessions during its annual conference in Philadelphia Nov. 5-8. The conference is a prime opportunity for financial planners to work toward their yearly continuing education requirements. Currently, 14 sessions have been approved by a financial planning organization, including NASBA, NAPFA, CFP, and the IRS. Other sessions will likely be approved for credits. Visit acplanners.org for more information.
“The variety of continuing education opportunities and the caliber of our speakers set this conference apart from others,” said Windy Silver, ACP’s senior program director.
The ACP 2014 Conference will welcome premier speakers in the financial planning industry, including John C. Bogle, ACP founder Bert Whitehead, Michael Kitces of Kitces.com, and Vanguard’s Colleen Jaconetti. Conference speakers were chosen as part of this year’s conference theme: Planning for the Future and Investing in Knowledge. Bogle will conduct a Q&A; Whitehead will present Adding Tax Alpha and ACP Cash Management System; Kitces will share Cutting-Edge Tax Planning Developments & Opportunities and The Future of Financial Planning in the Digital Age; Jaconetti will deliver Putting a Value on Your Value: Vanguard Advisors Alpha.
The ACP 2014 Conference is open to the public. Please visit community.acplanners.org/conference2014 for more information. Contact JJ Knight for more information about Alliance of Comprehensive Planners and the ACP 2014 Conference agenda or to schedule an interview with ACP’s executive director and Conference Task Force.
About ACP
Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest-quality service while also developing meaningful relationships with their clients. For more information, visit www.acplanners.org.