Continuing Education



CONTINUING EDUCATION

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Continuing Education Instructions
 
To report your attendance to earn CE credits for NAPFA, CFP, NASBA, and/or IRS, you will need to complete a CE Proof of Attendance Form which will be available closer to the conference date.
 
NASBA Information: 



Alliance of Comprehensive Planners, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Please note that 30-minute sessions are not eligible for CPE credits. This is a group-live event. Participants must be present to receive the CPE credits.

Program Level:
Overview
Delivery Method: Group Live

Prerequisites and Advanced Preparation:
There are no prerequisites for attending the 2026 ACP Annual Conference.
How to Earn CPE Credits:
On the registration form, indicate whether you will be earning CPE credits. To qualify, attendees must attend eligible sessions, sign in and sign out using the attendance sheet located at the back of each session room, and complete session evaluations as required.
Location:
Loews Ventana Canyon Resort
Tucson, Arizona
Registration Information:
Registration pricing is based on date of registration.
Refunds and Cancellations:
If you must cancel for any reason, please contact acp@acplanners.org by the stated cancellation deadline to receive a full refund, less a $150 processing fee. No refunds will be issued after that date. Substitutions are welcome but must be submitted in writing, and any applicable rate change may apply.
Contact Information:
For questions regarding registration, refunds, or conference policies, please contact ACP at acp@acplanners.org.
Continuing Education & Session Details

Wednesday, September 16 

A Few Good Funds: Simple Investing 
Rick Ferri 
CE Credits: 1 CFP CE - Investment Planning; 1 NAPFA CE - Investments; 1 NASBA CPE - Finance 

Beyond the Status Quo: Rethinking Lifecycle Investment Advice 
Scott Cederburg 
CE Credits: 1 CFP CE - Investment Planning; 1 NAPFA CE - Investments; 1 NASBA CPE - Finance 

Investment Panel Discussion 
Rick Ferri, Scott Cederburg, and ACP Members 
CE Credits: 1 CFP CE - Investment Planning; 1 NAPFA CE - Investments; 1 NASBA CPE - Finance 

Engaging Clients about Philanthropy: Why? Where? How Much? How? 
Fran Goldman 
CE Credits: 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Estate Planning; 1 NASBA CPE - Specialized Knowledge 

Success with AI in Real Practice 
Ken Robinson and Meredith Briggs 
CE Credits: 1 NAPFA CE - Technology; 1 NASBA CPE - Information Technology 

Both Sides of the Chair: How Owners & Associates Can Build Successful Transitions Together 
Sarah Brown 
CE Credits: 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization 

Human First: Turning ACP Advice Into Better Client Decisions 
Frank Corrado 
CE Credits: 1 CFP CE - Psychology of Financial Planning; 1 NAPFA CE - Communications; 1 NASBA CPE - Personal Development 

Inflation and the ACP System: Traditional and Supplemental Approaches for Clients 
Tim Caban 
CE Credits: 1 CFP CE - General Principles of Financial Planning 

Retirement Plans for Small Business Owners 
Bob Chin 
CE Credits: 1 CFP CE - Retirement Savings and Income Planning; 1 NAPFA CE - Retirement Planning & Employee Benefits; 1 NASBA CPE - Finance 

 

Thursday, September 17 

My Mother’s Money: A Guide to Financial Caregiving 
Beth Pinsker 
CE Credits: 1 CFP CE - Psychology of Financial Planning; 1 NAPFA CE - Communications; 1 NASBA CPE - Personal Development 

Two Firms’ Path to Growth: One Decade of Experience from Solo to Multi-Advisor Firm 
David Klepeisz and Alicia Klein 
CE Credits: 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization 

Internal Succession Planning Navigation: How Natural Bridges Is Charting the Course 
Chris Wentzien, Sarah Brown, Anabel Diaz, Amanda Bikul, and Ellevate Advisors 
CE Credits: 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization 

Completing Your Tax Management Toolbox 
Stephen Bergauer, Dimensional Fund Advisors 
CE Credits: 1 CFP CE - Tax Planning; 1 NAPFA CE - Income Tax Planning; 1 NASBA CPE - Taxes 

Disability Insurance in the Desert 
LLiS 
CE Credits: 1 CFP CE - Risk Management and Insurance Planning; 1 NAPFA CE - Insurance & Risk Management; 1 NASBA CPE - Specialized Knowledge  

Running a Tax Office as a Solo Advisor 
Brian Shea 
CE Credits: 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization 

Working with Clients Facing Diminished Capacity & Physical Decline 
Michael Haubrich 
CE Credits: 1 CFP CE - Psychology of Financial Planning; 1 NAPFA CE - Communications; 1 NASBA CPE - Specialized Knowledge 

Roth Conversions 
Elizabeth Buffardi 
CE Credits: 1 CFP CE - Tax Planning; 1 IRS CE - Federal Tax Law Topics/Federal Tax Related Matters; 1 NAPFA CE - Income Tax Planning; 1 NASBA CPE - Taxes 

Untangling the Golden Knot: Helping Financially Independent Clients Confront Persistent Money Fears 
Chris Pollard 
CE Credits: 1 CFP CE - Psychology of Financial Planning; 1 NAPFA CE - Communications; 1 NASBA CPE - Personal Development 

Sure, I’ll Do Your Kid’s Taxes 
Matt Lincoln 
CE Credits: 1 CFP CE - Tax Planning; 1 IRS CE - Federal Tax Law Topics/Federal Tax Related Matters; 1 NAPFA CE - Income Tax Planning; 1 NASBA CPE - Taxes