Webinars

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Interested in hosting a webinar? Email marykate@acplanners.org with the title and abstract of your presentation, and she will be in contact with you shortly.


Upcoming Webinars 



Past ACP Webinars - Public 

ACP Insights: The Benefits of ACP Retainer-Based Compensation During Turbulent Times
Presented by : Chip Simon, CFP®, Taconic Advisors, Inc.

ACP Insights: Leaving the World of Commissions
Presented by : Meredith Briggs, CFP®, Taconic Advisors, Inc.

ACP Insights: Transitioning Your Firm to a Tax Centric, Fee Only Financial Planning Practice
Presented by :Ross Schmidt, Aspen Wealth Planners, LLC


ACP Insights: Successfully Transitioning from AUM to Retainer Model
Presented by: Mark Pingree, CFP®, CPA, MBA

ACP Insights: How the ACP System™ Brings More Security During Turbulent Times for Advisors and Their Clients

Presented by: Hannah Basil Bryant, CFP®, Basil Financial Group and Chip Simon, CFP®, Taconic Advisors, Inc.
  
"Greater Together" - Dual Membership in XYPN and ACP
Presented by: Philip (PJ) Wallin, CFP®, CPA/PFS, CPA, Atlas Financial

ACP Insights: Adding Value to Clients with Tax-Focused Financial Planning

Presented by: Jonathan Heller, CFP®, CFA, EA, MBA, KEJ Financial Advisors, LLC

ACP Insights: Defining Your Niche Market
Presented by: Zach Teutsch, Values Added Financial

ACP Insights: Solo to Ensemble - Growing for Succession
Presented by: Jacob Kuebler, CFP®, EA, Bluestem Financial Advisors

ACP Insights: Creating a Successful Virtual Advisor Firm: How to Stay Connected from Anywhere

Presented by: Ross Schmidt, Aspen Wealth Planners LLC

Fiduciary Fee-only Marketing in the Modern World

Presented by: Knut Rostad, Institute for the Fiducary Standard

ACP Insights: How to Build a Multi-Advisor Practice

Presented by: Penny Marchand, CFP®, EA, Cambridge Financial Group, LLC

ACP Insights: Successful Succession

Presented by: Irfan Bhabhrawala, CFP®, Arbor Financial

ACP Insights: Adding Financial Planning to Your Tax Practice and Making It Work
Presented by: Melvin Spain, CPA/PFS, Spain Wealth Management

ACP Insights: Leaving Commissions Behind—Transition to a Fee-only Practice & Increase Profitability

Presented by: Steve Swicegood, CFP®, Conscious Money Solutions

ACP Insights: From Paramedic Firefighter to Comprehensive Advisor—
A Career Changer’s Success Story
Presented by: William Cuthbertson, MBA, EA, CSPG, CFP®, Fiscalis Advisory, Inc.

Financial Advisors and the Critical Role They Will Play in Building a Golden Civilization
Presented by: Frankie Corrado, CFP®, Blue Blaze Financial Advisors and George Kinder, Kinder Institute of Life Planning


ACP Insights: Creating a Lifestyle Practice

Presented by: Troy Von Haefen, CFP®, Von Haefen Financial Management


Care.com Homepay Webinar: Self-Directed Care: What Financial Planners Need to Know

Presented by: Tom Breedlove, Sr. Director at Care.com Homepay, HomePay Provided by Breedlove


AICPA Podcast Featuring ACP: The 3 Rs of the Retainer Model

Featuring ACP members: Ed Fulbright, CPA/PFS, CPA; Chip Simon, CFP®; and Sheila Padden, CFP®, CPA/PFS, CPA

ACP Insights: What "Tax-Focused" Means to a Financial Planner

Presented by: Zach Tuetsch, Values Added Financial

ACP Insights: My Journey from Tax Preparer to Comprehensive Financial Advisor

Presented by: Bridget Sullivan Mermel, CFP®, CPA, MA, Sullivan Mermel

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
Moderated by Marie Swift, Impact Communications
Featuring ACP members Jake Keubler, CFP
®, EA; Penny Marchand, CFP®, EA; Barry Swaim, CFP®; Troy Thompson, CFP®, JD; and Troy Von Haefen, CFP
®

A Conversation with George Kinder
Presented by: George Kinder and Frankie Corrado, CFP®

ACP Insights: Zero to Hero in 12 Months
Presented by: Steve Cruice, CFP®, CPA, Simply Steward, LLC

Get Out Of Your Own Way! Improving the Relationships in Your Life, but Especially the Ones You Get Paid For!
Presented by: Frankie Corrado, CFP®, Blue Blaze Financial Advisors

Practice versus Theory: Skills and Tips for New Financial Advisors not Taught in School
Presented by: David Klepeisz, Wealth Management Group

Social Security Planning
Presented by: Sharon Lacy, Natural Bridges Financial Advisors

Long-Term Care: Recent Regulatory Changes and the Impact on Your Clients
Presented by: Care.com HomePay provided by Breedlove


The New Case for Reverse Mortgages and Their Four Common Uses
Presented by: Reverse Mortgage Funding

The Holistic Financial Plan
Presented by: Kelly Adams, Harbor Light Planning and Ken Robinson, Practical Financial Planning


Seed
to Flower Analysis of Cultivating Perennial Ideal Clients, "From Prospect to Referring Client"
Presented by: Robert Walsh, Lighthouse Financial Advisors, Inc

A Comprehensive Client Meeting Process for Fee-Only Financial Advisors – The ACP Approach

Presented by: Ross Schmidt, Aspen Wealth Planners LLC

Tax-Focused Financial Planning

Presented by: Troy E. Thompson, Thompson Financial Services 

Tax Alpha Roundtable – How to Add Measurable Value with Tax-Focused Financial Planning

Presented by: Johnathan Heller, KEJ Financial Advisors, Robert Walsh, Lighthouse Financial Advisors, and Jake Kuebler, Bluestem Financial Advisors

My Path from a Large Brokerage House to Fee-Only Financial Planner

Presented by: John Konetzny, The Practical Planner, LLC

The Financial Planners' Retainer: A Compensation Model That Works

Presented by: Jake Kuebler, Bluestem Financial Advisors and Charles "Chip" Simon, Taconic Advisors