2026 ACP Annual Conference
Conference Schedule
Schedule subject to change. Session descriptions, speakers, and times will be updated as conference planning is finalized.
Tuesday | Pre-Conference Activities (Optional)
8:00 AM - 8:00 PM
Registration
9:00 AM - 12:00 PM
Guided Hike
Explore the beautiful Sonoran Desert surroundings of Ventana Canyon.
10:30 PM - 4:00 PM
Pre-Conference Golf Scramble
18-Hole Scramble; 10:30 - 11:40 AM Tee Times
2:30 PM - 5:00 PM
Pickleball
Join fellow attendees for an afternoon of friendly competition and networking.
8:00 AM - 8:00 PM
Vendor Load-In
Vendor arrival, check-in, exhibit setup, and conference preparation.
6:00 PM - 8:00 PM
Welcome Reception
6:00 PM - 6:30 PM: New Member Reception
6:30 PM - 8:00 PM: Welcome Reception for All Members
Wednesday | Conference Day One
7:15 AM - 8:15 AM
Breakfast
Meal Selection: TBD
8:15 AM - 8:30 AM
Welcome Session
Conference Committee Welcome
Featured Speaker
8:30 AM - 9:30 AM
A Few Good Funds: Simple Investing
9:30 AM - 10:00 AM
Exhibitor Break
Take a break between featured speakers and connect with conference exhibitors and sponsors.
Featured Speaker
10:00 AM - 11:00 AM
Beyond the Status Quo: Rethinking Lifecycle Investment Advice
11:00 AM - 11:50 AM
Investment Panel Discussion
Join Rick Ferri, Scott Cederburg, and ACP members for a discussion focused on investing strategies, planning philosophies, and industry trends.
11:50 AM - 12:40 PM
Lunch
Buffet Lunch | Meal Selection: TBD
12:40 PM - 1:00 PM
Dessert with Sponsors
Enjoy dessert while hearing quick updates and introductions from conference sponsors and exhibitors.
Breakout Block One | 1:10 PM - 2:00 PM
| Fran Goldman
Philanthropy
|
Ken Robinson & Meredith Briggs
Success with AI in Real Practice
|
Leadership Track Session
Leadership Track (G2)
|
Breakout Block Two | 2:10 PM - 3:00 PM
| Frank Corrado
Human First: Turning ACP Advice Into Better Client Decisions
|
Tim Caban
Inflation and the ACP System – Traditional and Supplemental Approaches for Clients
|
TBD
Additional Session
|
3:00 PM - 3:30 PM
Exhibitor Break Two
Take a break between sessions and mingle with exhibitors while enjoying refreshments.
Breakout Block Three | 3:30 PM - 4:20 PM
| Asset Dedication
Platinum Sponsor Session: Investments
|
Longbridge
Platinum Sponsor Session: Reverse Mortgages
|
First Element
Life Insurance as a Retirement Vehicle: Both Sides of the Coin
|
Breakout Block Four | 4:30 PM - 5:20 PM
| Bob Chin
Retirement Plans for Small Business Owners
|
Josh Cutler & Kyle Hickman
Vision, Traction, and Less Chaos: Applying The Entrepreneurial Operating System® (EOS) in Your Financial Planning Practice
|
TBD
Additional Session Details to come
|
Special Sessions | 5:30 PM - 6:00 PM
| Jim Lear
Pyramid Updates & Excel Tips
|
Alicia Klein
Philanthropy & DAFs Panel
|
Under the Trees
Informal Discussion & Networking
|
6:30 PM - Until Complete
DFA Reception & Dinner
Hosted by Dimensional Fund Advisors at The Flying V.
Thursday | Conference Day Two
7:15 AM - 8:30 AM
Breakfast
Meal Selection: TBD
Featured Speaker
8:30 AM - 9:30 AM
My Mother's Money: A Guide to Financial Caregiving
9:30 AM - 10:00 AM
Exhibitor Break
Take a break and connect with conference exhibitors and sponsors.
Breakout Block Five | 10:10 AM - 11:00 AM
| David Klepeisz & Alicia Klein
Two Firm's Path to Growth: One Decade of experience from Solo to Multi-Advisor Firm
|
Chris Wentzien
Internal Succession Planning Navigation: How Natural Bridges is Charting the Course
|
TBD
Additional Session
|
Breakout Block Six | 11:10 AM - 12:00 PM
| Dimensional
Platinum Sponsor Session: Investments
|
LLiS
Life Insurance as a Retirement Vehicle: Both Sides of the Coin
|
Polaris Compliance Consulting, LLC
Platinum Sponsor Presentation: Session Details Coming Soon
|
1:00 PM - 1:20 PM
Dessert with Sponsors
Breakout Block Seven | 1:20 PM - 2:10 PM
| Brian Shea
Running a Tax Office as a Solo Advisor
|
Michael Haubrich
Working with Clients Facing Diminished Capacity & Physical Decline
|
Elizabeth Buffardi
Roth Conversions
|
Breakout Block Eight | 2:20 PM - 3:10 PM
| Chris Pollard
Untangling the Golden Knot: Helping Financially Independent Clients Confront Persistent Money Fears
|
Matt Lincoln
Sure, I'll Do Your Kid's Taxes.
|
TBD
Additional Session
|
3:10 PM - 3:40 PM
Exhibitor Break
Light Refreshments Provided
3:50 PM - 4:40 PM
Annual Meeting & Awards
State of the Union, Awards Presentations, and ACP Updates.
4:40 PM - 5:30 PM
ACP Town Hall & Conference Farewell
ACP Board discussion followed by conference wrap-up and closing remarks from the Conference Committee.
Time TBD
Leadership Track Social Sponsored by LLiS
An evening exclusively for Leadership Track participants featuring dinner, networking, and a western-themed entertainment experience. Additional details coming soon.
Free Time & Dinner on Your Own
Explore Tucson, connect with fellow ACP members, or enjoy the resort's dining options.
Friday | Departure Day
Safe Travels
Conference Departure
Thank you for attending the 2026 ACP Annual Conference at Loews Ventana Canyon Resort. We appreciate your participation and look forward to seeing you next year.