Agenda

Breakfast

Opening Comments and Featured Speaker
Financial Therapy 101
Kristy Archuleta, University of Georgia

Break with Sponsors

Breakout Sessions
Marketing Success: The ACP Way
Marie Swift, Impact Communications

Tax Management the Dimensional Way
Anthony Caruso, Dimensional Fund Advisors

The Fundamental Dos and Do Nots of Insurance
Jerry Skapyak, LLIS

Lunch and Dessert with Sponsors

Breakout Sessions
A New Look at Reverse Mortgages: An Emerging Retirement Income Tool
Jerry Auippa, Longbridge Financial

I’m Protecting and Providing for My Son—Stretching an IRA with a “Give It Twice” Testamentary Charitable Remainder Unitrust Plus...Leaving a Lasting Legacy
Kathleen Rehl, Rehl Wealth Collaborations

Value vs. Growth: It's Different This Time...Or Not
Steve Huxley, Brent Burns, Asset Dedication

Gold Sponsor Solution Sessions
How The Unpredictability of Healthcare Costs Can Help You Build Stronger Relationships with Clients
Christine Simone and Cindi Gatton, Caribou

How to 10X Your Client Referrals by Becoming the Financial Advisor Everybody Wants
Louis Retief, Hubly

What's Fee-sible? What Almost 1,000 Firms are Doing for Billing and Fees and How Advyzon Can Help Automate Your Billing
Charles Rowlan, Advyzon

Break with Sponsors

ACP Annual Membership Meeting

Under the Trees

Member Reception Sponsored by Dimensional Fund Advisors

Breakfast

Featured Speaker
The Psychology of Money
Morgan Housel, The Collaborative Fund

Break with Sponsors

Breakout Sessions
Building a Garden of Ideal Clients
Frankie Corrado, Robertson Stephens

Guiding Principles: Lessons from Guiding Blind Triathletes
Caroline Gaynor, Avantis Investors

The Practical Application of the Bond Ladder: Functional Asset Allocation’s Deflation Hedge
John Dulmage, Financial Pathways

Lunch with Board Members

Breakout Sessions
Recent Regulatory Changes Impacting Your Firm
Lori Neidel, Law Office of Lori J. Neidel

Adding Value Through Active Tax Management and Direct Indexing: Cambridge Index Strategies
Bert Whitehead, ACP, Steve Huxley, Brent Burns, Asset Dedication

Nuts and Bolts of the Strategic Financial Review (Paid First Appointment)
Kelly Adams, Harbor Light Planning, Chip Simon, Taconic Advisors

Breakout Sessions
G1 to G2 Generational Divides: Panel discussion on how two firms have communicated through differences in opinions
Alicia Klein and Penny Marchand, Cambridge Financial Group, Jim Davis and Mark Bowes, Partnership Financial

Using Technology to Prepare for the Next Downturn or Rally
Tim Caban, Copper Beech Advisors, Cole McClarren, Cambridge Financial Group

Break

Breakout Sessions
Gaining Traction: Adopting the Entrepreneurial Operating System for Clarity, Accountability & Results
Adrianne Gordon, Davis Financial Planning

Lessons Learned from the 2021 Advanced Planner Retreat
Jane Young, More Than Your Money

Under The Trees

G2 Reception

All Conference Reception

Breakfast

Featured Speaker
Applying the Tools of the Masters
Richard Kahler, First Financial Systems

Closing Comments
Wes Stien, Chair, 2021/22 Conference Committee