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:


Secrets of the ACP Elite 11: A Financial Advisor's Roadmap to Success
Monday, December 3, 2018, 1:00 PM - 2:00 p.m. EST

Join five financial planning practitioners -- all of whom have been identified as part of the ACP's "Elite 11" -- for this live webcast led by Marie Swift of Impact Communications, one of the financial services industry's most respected marketing minds. The Elite 11 are at the top of their game when it comes to building great businesses using the Alliance of Comprehensive Planners' (ACP) tax-focused, holistic financial planning methodology, which includes working on a fee-only retainer basis and providing true fiduciary advice for their clients.

Each of the five Elite 11members joining this webcast will share in a 10-minute mini-presentation the key factors that have led to their success. Q&A will follow.

You will learn:

  • How to capitalize on strategic partnerships
  • How to build strong client relationships
  • How to achieve true work/life balance
  • How to marketing and prospect using the ACP formula
  • How to run a profitable and amazingly meaningful financial advisory business
  • How to get paid to advise on non-traditional and held-away assets
  • How a holistic retainer model can smooth out the bumps that inevitably come with market fluctuations, client decummulation mode, AUM or hourly models

The five practitioners you will be hearing from are:

Register Here

After registering, you will receive a confirmation email containing information about joining the webcast.

More information about Marie Swift, special guest moderator: https://www.impactcommunications.org/marie-swift.html


Past ACP Webinars - Public:

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