Webinars

Interested in hosting a webinar? Email kyle@acplanners.org with the title and abstract of your presentation, and he'll be in contact with you shortly.

 

Upcoming Webinars:


There are no upcoming webinars at this time.


Past ACP Webinars - Public 

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

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

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®

Consumer-Directed Care: What Financial Advisors Need to Know
Presented by: Tom Breedlove, Care.com® HomePay℠ by Breedlove

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


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


Retirement Healthcare Planning: Medicare Strategy
Presented by: RightCapital


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 Advisorsand Charles "Chip" Simon, Taconic Advisors


Past ACP Webinars - Members Only:

Helping Your Clients Navigate TIAA...
Presented by: 
Meredith Briggs, Taconic Advisors
1 NAPFA CE - Retirement Planning | 1 CFP CE - Retirement Savings and Income Planning |1 NASBA CPE - Specialized Knowledge

The Financial Planners' Retainer: A Compensation Model That Works
Presented by: Jake Kuebler, Bluestem Financial Advisors, and Charles "Chip" Simon, Taconic Advisors

The ADV: The Why, What, When and How of the ADV
Presented by: Lori Neidel, Neidel Law
1 CFP CE -Professional Conduct & Fiduciary Responsibility | 1 NAPFA CE - Marketing and Practice Management | 1 NASBA CPE - Administrative Practice

What your Digital Presence Says about You - Taking Control of your Online Marketing
Presented by: Samantha Russell, Twenty Over Ten

What Can Trusts Do For Your Client? A Life of a Trust from its Creation to its Termination
Presented by: Adam Grais, Julie Pleshivoy, Sugar Felsenthal Grais & Hammer LLP
1 CFP CE - Estate Planing | 1 NAPFA CE - Estate Planning | 1 NASBA CPE - Administrative Practice

The Life Organizational Tool
Presented by: Justin Valle, Everplans

Cybersecurity
Presented by: Dan Skiles, SSG Institutional

RightCapital Introduction and Demo
Presented by: Dain Runestad, RightCapital 

How to Find What You're Looking for on ACPConnect 
Presented by: Bettina Fowler, Higher Logic

ACP/NerdWallet Partnership: Learning to Leverage NerdWallet's Ask an Advisor Platform
Presented by: Cliff Goldstein, NerdWallet

Mastering the Art of Client Acquisition and Business Development
Presented by: Bill Bachrach, MoneyGuidePro

The Latest Cutting Edge LTC Planning Solutions
Presented by: Brian Gordon, MAGA Long Term Care Planning
1 CFP CE - Insurance Planning | 1 NAPFA CE - Insurance | 1 NASBA CPE - Administrative Practice 

Fixed Income for a Rising Rate Environment
Presented by: Venk Reddy, Zeo Capital Advisors
1 CFP CE - Investment Planning | 1 NAPFA CE - Investments | 1 NASBA CPE - Administrative Practice 

Identifying Revenue Opportunities through MoneyGuidePro 
Presented by: Kevin Knull, MoneyGuidePro

Business Continuity Planning: What You Need to Know
Presented by: Lori Neidel, Neidel Law
1 CFP CE - Professional Conduct and Fiduciary Responsibility | 1 NASBA CPE – Administrative Practice

Braintrust Seminar: Financial Planning Software and your ACP Practice 
Presented by: John Einberger, Judy McNary, Steve Swicegood

ACP Investment Policy Statement (IPS)
Presented by: Fran Goldman and John Einberger
1 CFP CE – Investment Planning | 1 NAPFA CE – Investments | 1 NASBA CPE – Specialized Knowledge

Putting Your Online Presence to Work for You
Presented by: Samantha Russell and Ryan Russell

Advisors Finding Happiness for their Clients
Presented by: Michael Lynch
1 NAPFA CE – Marketing and Practice Management | 1 NASBA CPE – Administrative Practice

Getting the Most Out of Permanent Life Insurance for Your Clients
Presented by: Scott Witt
1 CFP CE – Insurance Planning | 1 NAPFA CE – Investments | 1 NASBA CPE - Administrative Practice

BrainTrust Seminar: Asset Allocation Methods and Strategies
Presented by: Tim Caban, David Gardner, and Howard Cadwell

How to Add 19% IRR with Real Estate and Save Your Clients an Additional $10,000
Presented by: Steven Bond

Wealthminder Webinar: Practice Management and Client Communication Solution
Presented by: Rich Ellinger

Wealth Access Webinar: Fully Integrated Client Portal Solution
Presented by: Ellen Smith

Five Questions About Investing
Presented by: Richard (Rick) Ferri
1 CFP CE – Investment Planning | 1 NAPFA CE – Investments | 1 NASBA CPE – Administrative Practice

Effective Tax Planning with Non‐Qualified Annuities
Presented by: Steve Crawford
1 CFP CE – Insurance | 1 NAPFA CE – Insurance | 1 NASBA CPE – Administrative Practice

BrainTrust Seminar: Getting Paid to Market: The Social Security Planning Review as Paid First Appointment
Presented by: Joe Alfonso
1 NAPFA CE – Marketing | 1 NASBA CPE – Marketing

ACP Investment Policy Statement (IPS)
Presented by: Fran Goldman and John Einberger
1 CFP CE – Investment Planning | 1 NAPFA CE – Investments | 1 NASBA CPE – Specialized Knowledge

Investing in Real Estate and Other Alternative Assets through IRA/401(k)
Presented by: Patrick Hagen
1 CFP CE – Retirement Planning | 1 NAPFA CE – Retirement Planning | 1 NASBA CPE – Management Advisory Services

ACP Pyramid Webinar 3: Rebalancing Client Portfolios Using the Allocation and Trade Sheet Tabs
Presented by: Jim Davis
1 NAPFA CE – Technology | 1 NASBA CPE – Specialized Knowledge and Apps

Google Analytics: Using the Data to Improve Your Business
Presented by: Samantha Russell
1 NAPFA CE – Marketing | 1 NASBA CPE – Marketing

ACP Pyramid Webinar 2: Personalizing the Pyramid Using the Lookup Tab
Presented by: Tim Caban
1 NAPFA CE – Technology | 1 NASBA CPE – Specialized Knowledge and Apps

ACP Pyramid Webinar 1: Introduction and Basic Operation
Presented by: Robert Reed
1 NAPFA CE – Technology | 1 NASBA CPE – Specialized Knowledge and Apps

The Affordable Care Act for Individuals and 2015 Tax Extenders
Presented by: Brian Shea
1 CFP CE – Taxes | 1 IRS CE – Federal Tax-Related Matters | 1 NAPFA CE – Income Tax Planning | 1 NASBA CPE – Taxes

Working Effectively with Widows: Practical Tips to Reach Out and Serve These Women
Presented by: Kathleen Rehl
1 CFP CE

The ADV: The Why, What, When, and How of the ADV
Presented by: Lori Neidel
1 CFP CE – Professional Conduct and Fiduciary Responsibility

Financial Planning from the Household Balance Sheet
Presented by: Mike Lonier
1 CFP CE – Retirement Planning | 1 NAPFA CE – Retirement Planning

BrainTrust Seminar: Building a Success Formula for Your Practice
Presented by: Chip Simon
1 NAPFA CE – Marketing and Practice Management | 1 NASBA CPE – Administrative Practice