Membership Experience Panel Calls
Learn more about becoming an ACP fee-only financial advisor with our Member Experience Panel Calls. ACP members share their financial planning career transition stories during these bi-monthly conference calls. You'll leave this call understanding why financial planners select the ACP community and the ACP System™ to help them build their ideal financial planning practices and how ACP can help you save time, money, and headaches. To reserve your spot, contact Arlene Moss at arlene@acplanners.org or 910-769-1569.
2015 Calls
January 23
April 24
June 25
August 21
October 23
2014 Calls
August
Panelists: David Gardner & Timothy Caban
June
Panelists: Penny Marchand and Shanda Sullivan
April
Panelists: Linda Stratton, Fran Goldman and Charles "Chip" Simon
January
Panelists: David Gardner and Kathleen Dollard
Want to hear transition stories now?
Marketing Fee-Only to Middle America
In 1995, ACA founder Bert Whitehead delivered this presentation at the NAPFA National Conference.
Yikes ... What Do We Do Next!
ACA founder Bert Whitehead, MBA, JD and author of Facing Financial Dysfunction, explores current finacial cycles as they relate to the economic crisis. This presentation was developed for clients of ACA members to help educate them about the state of the economy.
2013 Calls
April
Panelists: Ken Robinson and Lois Basil
February
Panelists: Shanda Sullivan and Jim Davis
2012 Calls
October
Panelists: Ken Robinson and Kevin Jacobs
August
Panelists: John Discepoli and Jim Davis
April
Panelists:Bert Whitehead and Kevin Jacobs
2011 Calls
September
Panelists: Chip Simon and Ryan McClung
August
Panelists: Bert Whitehead, Karen Folk and John Discepoli
July
Panelists: Tedd Oyler & Judy McNary
June
Panelists: Ken Robinson
May
Panelists: John Discepoli & Anthony Salotto
March
Panelists:Tedd Oyler & Judy McNary
February
Panelists: Jim Davis & Brent Perry
January
Panelists: Penny Marchand & Judy McNary
2010 Calls
December
Panelists: John Discepoli & Linda Stratton
October
Panelists: Jeff Augustine & Bill Starnes
September
Panelists: Jill Gianola & Jackie Kleinman
August
Panelists: Doug Taylor & Kevin Jacobs
July
Panelists: Mark Helm & Dave Gardner
June - hosted by Jim Davis & Chip Simon
May
Panelists: Phil Watson & Mark Folgmann
April
Panelists:Cliff Straub & Pat Konetzny
March
Panelists: Jim Davis & Kathy Dollard
February
Panelists: Greg Fenton & Bill Cuthbertson
January
Panelists: Jim Davis & Doug DeGain