| Wednesday, November 5, 2014 |
| 4:00 PM - 10:00 PM |
Registration |
| 6:30 PM - 7:00 PM |
First-Timer Meet & Greet |
|
| 7:00 PM - 10:00 PM |
Welcome Reception |
|
| Thursday, November 6, 2014 |
7:00 AM - 8:00 AM
|
Breakfast
|
8:00 AM - 8:30 AM
|
Welcome Address
|
8:30 AM - 9:30 AM
|
Advisors Finding Happiness for Their Clients
Mike Lynch, Lynch Financial Advisors
1 NASBA CPE
|
9:30 AM - 10:30 AM
|
Cutting-Edge Tax Planning Developments & Opportunities
Michael Kitces, Pinnacle Advisory Group
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE
|
10:30 AM - 11:00 AM
|
Break with Sponsors
|
11:00 AM - 12:00 PM
|
The Future of Financial Planning in the Digital Age
Michael Kitces, Pinnacle Advisory Group
1 CFP®CE/NAPFA CE | 1 NASBA CPE
|
ACP Tools
Bert Whitehead, Cambridge Connection
|
| 12:15 PM - 1:15 PM |
Lunch & Learn |
| 1:45 PM - 3:00 PM |
Q & A with Mr. John "Jack" Bogle |
3:00 PM - 3:30 PM
|
Break with Sponsors
|
| 3:30 PM - 5:00 PM |
Putting a Value on Your Value: Vanguard Advisors Alpha
Colleen Jaconetti, The Vanguard Group
|
| 5:30 PM - 7:00 PM |
Self-Organized Study Groups |
|
| Friday, November 7, 2014 |
7:00 AM - 8:00 AM
|
Breakfast
|
| 8:00 AM - 9:00 AM |
Coming Soon
|
Gray is the New Black (& White)!
Connie Stone, Stepping Stone Financial, Inc.
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE
|
| 9:00 AM - 10:00 AM |
Growing Your Business
Joel Hefner, Dimensional Fund Advisors
1 NASBA CPE
|
10:15 AM - 11:15 AM
|
Break with Sponsors & Solution Sessions
|
11:30 AM - 12:30 PM
|
How to Build a Bond Portfolio in These Tricky Times
Russell Wild, Global Portfolios, LLC
1 CFP®CE/NAPFA CE | 1 NASBA CPE
|
Creating Model Portfolios
Joel Hefner, Dimensional Fund Advisors
1 CFP®CE/NAPFA CE | 1 NASBA CPE
|
12:45 PM - 1:45 PM
|
Lunch with the ACP Board
|
2:00 PM - 3:00 PM
|
Getting the Most Out of Permanent Life Insurance For Your Clients
Scott Witt, Witt Actuarial Services, LLC
1 CFP®CE/NAPFA CE | 1 NASBA CPE
|
Harness the Power of Positive Financial Planning for Your Practice and Your Business (and Your Life!)
Ed Jacobson, EAJ Associates
1 CFP®CE/NAPFA CE | 1 NASBA CPE
|
3:00 PM - 3:30 PM
|
Break with Sponsors
|
3:30 PM - 4:45 PM
|
Five Questions with Rick Ferri
Rick Ferri, Portfolio Solutions, LLC
|
| 5:00 PM - 6:00 PM |
ACP Annual Meeting |
| 6:00 PM - 7:00 PM |
Self-Organized Study Groups |
| 7:00 PM - 10:00 PM |
Special Event |
|
| Saturday, November 8, 2014 |
7:00 AM - 8:00 AM
|
Breakfast
|
8:00 AM - 9:00 AM
|
Adding Tax Alpha
Bert Whitehead, Cambridge Connection
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE
|
9:15 AM - 10:15 AM
|
Business Wisdom From an Actor: Three Things to Help You With Your Clients
Laureen Smith, Embody Your Business
1 NASBA CPE
|
E&O Coverage--What to Ask Your Insurer
Ken Robinson, Practical Financial Planning
1 NASBA CPE
|
10:00 AM - 10:30 AM
|
Break with Sponsors
|
10:30 AM - 11:30 AM
|
Compliance and Regulatory Roundup
Lori Neidel |
Coming Soon
|
11:45 AM - 12:45 PM
|
Lunch & Learn
|
1:00 PM - 2:00 PM
|
Coming Soon
|
Put Time on Your Side: Joining Dedicated Income Ladders and Time-Optimized Equities
Brent Burns, Asset Dedication
1 CFP®CE/NAPFA CE
|
2:00 PM - 2:30 PM
|
Final Break with Sponsors
|
2:30 PM - 3:30 PM
|
Behavioral Finance - Key to Planner Success
Linda Leitz, It's Not Just Money, Inc.
1 CFP®CE/NAPFA CE | 1 NASBA CPE
|