Our Events

ACP New Member Connect

Please join the New Member Integration Committee and ACP new members for the first virtual networking New Member Connect! This informal gathering is a chance for newer members to connect, and everyone’s welcome to join. We looking forward to seeing you on Monday 11/24 @ 3pm! REGISTER HERE

ACP Investment Discussion Group Meeting

A meeting to discuss timely investment related issues.

ACP & Libretto Webinar | Total Wealth Planning and Investing

Please join us and ACP partner Libretto on Tuesday, December 2nd hosted by CEO & Founder Jeffery Coyle! A financial advisor's most important delivery is advice. While our industry has made strides in packaging "risk tolerance portfolios" and "probability of success plans" into sleek software, we haven't seen the same level of innovation applied to advice methodology itself. So, how can we deliver more robust advice to clients? As it turns out, risk questionnaires aren’t particularly useful for building personalized portfolios, and Monte Carlo simulations aren't a substitute for real risk management. This session will introduce a liability-driven planning framework designed to create robust total wealth portfolios that deliver a truly personalized experience. By connecting planning to portfolio and wealth management solutions, this approach helps define every investment serves a clear purpose. It rethinks an investment portfolio as a “completion portfolio” that complements a client’s broader financial structure, including homes, liabilities, private assets, businesses, human capital, estate inflows, social security, pensions, and more. REGISTER HERE *This webinar is a continuation of the 2025 ACP conference and is presented in connection with Libretto's paid sponsorship of the event. Any references by ACP to Libretto or this webinar should not be construed as an endorsement of Libretto or its services.*

Modern Advisor Marketing - ACP All Member Marketing Call

On the second Thursday of every month at 4pm ET - except for February (first Thursday) and October (third Thursday) due to industry conferences - Impact Communications will host a marketing call for all ACP members. In 2025, we will alternate each month between having open office hours and planned topics of discussion. During office hours, the Impact team will always bring a handful of recent resources, articles, webinars, podcasts, etc. covering new marketing methods, best practices, recent updates, or new marketing products and features. However, the main purpose of these informal meetings are to be open format and discussion based, where ACP members can bring their own topics and questions around marketing, PR, online presence, social and digital media, webinars and podcasts, etc. These questions and topics do not need to be submitted in advance - come with any and all questions! On the alternating months, the Impact team will come with some prepared comments around various important marketing topics, sometimes featuring guest experts. The 2025 schedule is as follows: January 9: Organic Growth Strategies Using IRS Tax Data February 6: Office hours March 13: Best Practices for Social Media Marketing April 10: Office hours May 8: Best Practices for Advisor Websites June 12: Office hours July 10: Insights on SEO and Online Presence August 14: Office hours September 11: Video and Podcast Marketing October 16: Office hours November 13: Testimonials, Endorsements, and Google Reviews December 11: Office hours If you have any questions you'd like to submit in advance, please email them to jonnyswift@impactcommunications.org