ACP in the News

ACP_in_the_News.png

ACP Conference Featured in Kitces.com List of Best Conferences for Advisors to Attend in 2024

posted 10-31-2023
The ACP Annual Conference was featured in Michael Kitces' List Of "The Best Financial Advisor Conferences To Attend In 2024", listed in the section on "Going 'Home' To Your Advisor Community". The 2023 conference will take place November 7-10 in Spokane. https://www.kitces.com/blog/ 2024-best-financial-advisor- conferences-list-fpa-norcal- t3-futureproof-elevate-xypn/

Marie Swift Conducts Video Interview with Sheila Padden for Citybiz

posted 10-19-2023
ACP Member and current President Sheila Padden was interviewed by Marie Swift of Impact Communications for a special Q&A video published in Citybiz, where the two discuss Sheila's backstory, what to look for in a financial planner, what the "fiduciary standard" means, her advice for other financial planners or other professionals looking to get into the industry, her role as President of ACP, the upcoming ACP annual conference, and more. https://www.citybiz.co/ article/112159/marie-swift- interviews-sheila-padden- founder-padden-financial- planning-and-president- alliance-of-comprehensive- planners/

ACP Mentioned in NAPFA Advisor Magazine Article About NAPFA's 40th Anniversary

posted 10-19-2023
A handful of NAPFA’s longtime friends who appreciate the value that NAPFA adds to the world of financial planning shared their experiences working with NAPFA and NAPFA advisors in this Q&A article. Marie Swift of Impact Communications talks about her work with NAPFA and other fiduciary organizations over the years, including ACP. https://www.naylornetwork.com/ napf-nwl/articles/index.asp? aid=795992&issueID=94964

ACP Member Zach Teutsch Quoted in Financial Planning Magazine on Impact Investment Private Equity Fund

posted 10-17-2023
Certified ACP member Zach Teutsch was featured in this Financial Planning magazine article covering the first private equity fund launched by impact investment startup Uplifting Capital, which drew $18.5 million in client assets toward sustainable infrastructure and socially responsible businesses. Teutsch weighed in with insights on the potential for private impact investments. https://www.financial- planning.com/news/ria-clients- invest-18-5m-in-uplifting- capitals-first-fund?utm_ campaign=editorial-content& utm_medium=organic&utm_source= linkedin

ACP Conference Featured in Kitces.com List of Industry Conferences

posted 10-17-2023
The 2023 ACP Annual Conference, taking place November 7-10 in Spokane, was featured in Michael Kitces' Master List Of Financial Advisor Conferences For 2023-2024: "One of the premier events for fiduciary advisors dedicated to tax-focused, fee-only financial planning." https://www.kitces.com/master- list-top-financial-advisor- conferences-ranked-best/

ACP Mentioned in Los Angeles Times on Finding Affordable Fee-Only Financial Advisors

posted 10-17-2023
ACP was mentioned in Liz Weston's monthly column in the Los Angeles Times, in a section titled 'Finding an affordable fee-only financial advisor'. ACP was mentioned alongside XYPN and Garrett Planning Network as good organizations and resources to find planners who charge retainer fees. https://www.latimes.com/ business/story/2023-10-15/you- might-have-unclaimed- retirement-benefits-how-to- find-them

ACP Puts Out Press Release Detailing the Upcoming Annual Conference in Spokane

posted 10-12-2023
In our latest press release, ACP recently shared more details about the upcoming 2023 ACP Annual Conference, which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington, including keynote presentations, breakout sessions and other speakers, sponsors, and more, plus shared highlights and resources from the 2022 Annual Conference. https://www.prnewswire.com/ news-releases/alliance-of- comprehensive-planners-acp- announces-details-of-2023- annual-conference-301931313. html

ACP Member Irfan Bhabhrawala Featured on the NAPFA Nation Podcast Episode for October 2023

posted 10-12-2023
ACP Member Irfan Bhabhrawala was the featured guest on the October 2023 episode of the NAPFA Nation Podcast, a monthly podcast with inspiring conversations and key insights from leaders in the fee-only financial planning profession. Among other things, Irfan shares how he became a fiduciary financial planner and discusses why the fiduciary standard is so important, shares how ACP has helped his practice, and discusses the support, community, and resources that ACP has provided. https://napfamindsetmastery. libsyn.com/napfanation/career- change-success-how-a-tech- consulting-and-academics-pro- became-a-fiduciary-financial- advisor-with-irfan- bhabhrawala-episode-10-of- ...

ACP Mentioned in Financial Planning Magazine Article

posted 08-01-2023
ACP was mentioned and certified members Miriam Whiteley and Fran Goldman were featured in this article from Financial Planning magazine discussing advisors that are participating in pro bono planning. https://www.financial- planning.com/news/how- financial-advisors-can-help- with-pro-bono-advice

ACP Certified Members Miriam Whiteley and Fran Goldman Featured for Pro Bono Planning in Financial Planning Magazine

posted 07-31-2023
ACP was mentioned and certified members Miriam Whiteley and Fran Goldman were featured in this article from Financial Planning magazine discussing advisors that are participating in pro bono planning. https://www.financial- planning.com/news/how- financial-advisors-can-help- with-pro-bono-advice

ACP Certified Member Keith Spencer Quoted in NerdWallet

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in NerdWallet on ' How to Set and Vet Money Goals Midyear', sharing how opening a separate savings account for each specific goal can help: “Whether it’s saving for a home improvement, vacation or wanting to pay off the mortgage sooner, I find it helpful to set up a dedicated account for that so it’s more tangible." https://www.nerdwallet.com/article/finance/how-to-set-and-vet-money-goals-midyear

ACP Certified Member Keith Spencer Featured in ThinkAdvisor

posted 07-07-2023
ACP Certified Member Keith Spencer was featured in ThinkAdvisor sharing tips on what to do when your pre-retiree clients need to save more, including maxing out your health savings account, maxing out your 401(k) or other employer retirement plan, maxing out a Roth IRA, and more. https://www.thinkadvisor.com/ 2022/08/30/how-to-help- clients-catch-up-on- retirement-savings-advisors- advice/

ACP Certified Member Keith Spencer Featured in Barron's

posted 07-07-2023
ACP Certified Member Keith Spencer was featured in Barron's speaking on fintech solutions, including financial planning software Income Lab. https://www.barrons.com/ advisor/articles/best-tech- solutions-advisors-51650392655

ACP Certified Member Keith Spencer Quoted in CBS News on Home Equity

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in CBS News on h ow your home equity is affected by home prices, sharing information on home equity loans and a HELOC. https://www.cbsnews.com/news/ how-your-home-equity-is- affected-by-home-prices-why- now-is-a-good-time-to-borrow/

ACP Certified Member Keith Spencer Quoted in Kiplinger

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in Kiplinger on c hoosing between look-alike ETFs and mutual funds: "My basic rule of thumb is to use ETFs in taxable brokerage accounts." https://www.kiplinger.com/ investing/choosing-between- look-alike-etfs-and-mutual- funds

ACP Certified Member Keith Spencer Quoted in CBS News

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in CBS News on u sing home equity to pay off debt: "If you pay off those personal loans, but don't change your behavior and spending habits, you could end up in the same position later by adding more and more debt." https://www.cbsnews.com/news/ using-home-equity-to-pay-off- debt-do-this/

The Alliance of Comprehensive Planners Featured in Los Angeles Times Column

posted 06-20-2023
The Alliance of Comprehensive Planners was featured in a column from the Los Angeles Times in a section on how to find a fiduciary advisor, where ACP is listed as an organization of fee-only financial advisors. https://www.latimes.com/ business/story/2023-06-18/how- to-get-a-debt-collector-to- stop-calling-about-a-bogus- bill

ACP President Sheila Padden Featured in Article Published in Yahoo! Finance, The Washington Post, and More

posted 06-01-2023
Sheila Padden, 2023 President of the Alliance of Comprehensive Planners, was featured in this article published in the Washington Post, Yahoo! Finance, and more, discussing how people can simplify their financial life and reduce money clutter. https://www.washingtonpost. com/business/2023/05/29/ nerdwallet-liz-weston-money- clutter/1da7b000-fe10-11ed- 9eb0-6c94dcb16fcf_story.html https://ca.finance.yahoo.com/ news/liz-weston-5-ways- simplify-110155076.html

ACP Member Morgan Ranstrom Wrote Article on Kitces.com Blog

posted 05-11-2023
Certified ACP Member Morgan Ranstrom wrote this article on the Kitces.com blog titled " Dear Advisors: Stop Building To Sell ", discussing the importance of 'right-sizing' your practice and advocating for advisors to stop building their businesses to sell and to instead downside their client base and embrace a lifestyle practice . https://www.kitces.com/blog/ weekend-reading-for-financial- planners-may-6-7-2023/

Alliance of Comprehensive Planners Featured in SmartAsset Article

posted 04-06-2023
The Alliance of Comprehensive Planners was featured in an article from SmartAsset on finding CFPs and financial advisors that are independent and not affiliated with a brokerage house, listed alongside NAPFA, XYPN, and Garrett Planning Network. https://smartasset.com/ financial-advisor/ask-an- advisor-independent-advice

ACP Member Eizabeth Buffardi Quoted in Best Life Article

posted 03-29-2023
Certified ACP Member Eizabeth Buffardi was quoted in this article in Best Life titled " 5 Warnings About Using IRS Free File for Your Taxes ", where she discusses why filing with the agency's program is only a fit for select people, as well as potential issues .

ACP Featured in Los Angeles Times Article

posted 03-15-2023
The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times on managing retirement assets, where ACP is listed as an organization of fee-only financial advisors that charge on a retainer basis. https://www.latimes.com/ business/story/2023-03-12/how- to-get-started-managing-your- retirement-assets

Certified ACP Member Eizabeth Buffardi Quoted in Forage Article

posted 03-03-2023
Certified ACP Member Eizabeth Buffardi was quoted in this article in The Forage titled "How to Become a Tax Accountant", where she shares the story of her career path and gives tips for how young professionals can pursue a career in accounting and tax planning. https://www.theforage.com/blog/careers/how-to-become-a-tax-accountant

ACP Featured in Yahoo! Finance Article

posted 02-27-2023
The Alliance of Comprehensive Planners was featured in this article from myFICO in Yahoo! Finance, "How to Find and Vet a Financial Advisor", and mentioned alongside NAPFA, FPA, XYPN, and Garrett as good associations where you can find a financial advisor based on your zip code or goals. https://finance.yahoo.com/myfico-vet-financial-advisor-173400048.html

Alliance of Comprehensive Planners Featured in NerdWallet Article

posted 02-09-2023
Alliance of Comprehensive Planners was featured in this article from NerdWallet titled, " Fee-Only Financial Planner vs. Fee-Based: What’s the Difference? ", and mentioned alongside NAPFA, XYPN, and Garrett as a professional group where members abide by the fiduciary standard.