Agenda
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| Wednesday, November 5, 2014 |
| 4:00 PM - 10:00 PM |
Registration |
| 6:30 PM - 7:00 PM |
First-Timer Meet & Greet |
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| 7:00 PM - 10:00 PM |
Welcome Reception |
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| Thursday, November 6, 2014 |
7:00 AM - 8:00 AM
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Breakfast
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8:00 AM - 8:30 AM
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Welcome Address
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8:30 AM - 9:30 AM
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Advisors Finding Happiness for Their Clients
Mike Lynch, Lynch Financial Advisors
1 NASBA CPE
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9:30 AM - 10:30 AM
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Cutting-Edge Tax Planning Developments & Opportunities
Michael Kitces, Pinnacle Advisory Group
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE
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10:30 AM - 11:00 AM
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Break with Sponsors
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11:00 AM - 12:00 PM
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The Future of Financial Planning in the Digital Age
Michael Kitces, Pinnacle Advisory Group
1 CFP®CE/NAPFA CE | 1 NASBA CPE
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ACP Tools
Bert Whitehead, Cambridge Connection
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| 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
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Break with Sponsors
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| 3:30 PM - 5:00 PM |
Putting a Value on Your Value: Vanguard Advisors Alpha
Colleen Jaconetti, The Vanguard Group
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| 5:30 PM - 7:00 PM |
Self-Organized Study Groups |
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| Friday, November 7, 2014 |
7:00 AM - 8:00 AM
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Breakfast
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| 8:00 AM - 9:00 AM |
Coming Soon
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Gray is the New Black (& White)!
Connie Stone, Stepping Stone Financial, Inc.
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE
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| 9:00 AM - 10:00 AM |
Growing Your Business
Joel Hefner, Dimensional Fund Advisors
1 NASBA CPE
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10:15 AM - 11:15 AM
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Break with Sponsors & Solution Sessions
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11:30 AM - 12:30 PM
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How to Build a Bond Portfolio in These Tricky Times
Russell Wild, Global Portfolios, LLC
1 CFP®CE/NAPFA CE | 1 NASBA CPE
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Creating Model Portfolios
Joel Hefner, Dimensional Fund Advisors
1 CFP®CE/NAPFA CE | 1 NASBA CPE
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12:45 PM - 1:45 PM
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Lunch with the ACP Board
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2:00 PM - 3:00 PM
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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
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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
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3:00 PM - 3:30 PM
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Break with Sponsors
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3:30 PM - 4:45 PM
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Five Questions with Rick Ferri
Rick Ferri, Portfolio Solutions, LLC
1 CFP®CE/NAPFA CE | 1 NASBA CPE (pending)
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| 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 |
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| Saturday, November 8, 2014 |
7:00 AM - 8:00 AM
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Breakfast
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8:00 AM - 9:00 AM
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Adding Tax Alpha
Bert Whitehead, Cambridge Connection
1 CFP®CE/NAPFA CE | 1 NASBA CPE | 1 IRS CE
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9:15 AM - 10:15 AM
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Coming Soon
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E&O Coverage--What to Ask Your Insurer
Ken Robinson, Practical Financial Planning
1 NASBA CPE
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10:00 AM - 10:30 AM
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Break with Sponsors
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10:30 AM - 11:30 AM
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Compliance and Regulatory Roundup
Lori Neidel
1 CFP®CE/NAPFA CE | 1 NASBA CPE (pending)
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Raising Your Game While Reclaiming Your Life: Introducing ACP's Intelligent Portfolio Management Solution
Bill Cuthbertson, Fiscalis Advisory Inc.
Sheryl Rowling, tRx
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11:45 AM - 12:45 PM
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Lunch & Learn
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1:00 PM - 2:00 PM
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Coming Soon
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Put Time on Your Side: Joining Dedicated Income Ladders and Time-Optimized Equities
Brent Burns, Asset Dedication
1 CFP®CE/NAPFA CE
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2:00 PM - 2:30 PM
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Final Break with Sponsors
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2:30 PM - 3:30 PM
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Behavioral Finance - Key to Planner Success
Linda Leitz, It's Not Just Money, Inc.
1 CFP®CE/NAPFA CE | 1 NASBA CPE
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