Alliance of Comprehensive Planners, Inc.

In this presentation, Sophie will share her experience with and perspective on the Pyramid as a powerful tool for financial planning and portfolio rebalancing. She will briefly examine the tools’ tab …

Adam Broughton hired Asset Dedication in 2019 after more than a year of attempting to implement liability-driven investing for his clients. The last five years have produced many best practices for su …

Marketing is a key activity to help practices build credibility and attract more clients, and there are endless tools and strategies to help you get your name out there. Where do you even begin? Join …

All planners are aware of the tradeoff between risk and return when pondering investment allocations. But other tradeoffs exist that a thorough planner should consider. For example, assume you tell yo …

Take a closer look at the ACP Toolkit and how to maximize the primary resources within. This presentation will take a deep dive into the ACP Retirement Analyzer, Bond Ladder, and W-2 Calculator. Learn …

Elderly homeowners own close to $13 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden we …

Why do Advisors use Target Maturity Bond ETFs? Many advisors have recognized that managing individual bonds comes with challenges. They are concerned about managing uninvested cash, mitigating tradin …

This session will explore a methodology for evaluating alternative investments, using bitcoin and covered call options as examples. Learning Objectives: 1.) Attendees will learn a methodology for eval …

The unique nature of the tax preparation industry crams the majority of it's complicated work into a 8 week period of time. This is a recipe for errors, omissions and missed opportunities. In this ses …

Running a financial planning practice is not easy, and it’s not for everyone. As with many things in life, implementation is different than the design -Similar to the old thought. “Every pugilist has …

Join Simon Zais of Egan-Jones for a discussion on Proxy voting, the impact of votes, voting practices, and voting trends. Explore from start to finish how you can integrate voting into your financial …

Equity compensation can make up as much as 80% of a top earning employee's compensation and often comprises over 30% of their net worth*. However, HR departments are typically prohibited from providin …

A Path to Ownership

10 Oct 2024 Alliance of Comprehensive Planners, Inc. Diane MacPhee & David Klepeisz & Sana Haque

Come enjoy a panel discussion with experienced yet newly minted ACP owners who bought the firm from longtime founders. Hear their individual stories of challenge and joy. Learning Objectives: 1.) Iden …

The ultimate objective of this session is to determine what type of client profile could benefit from including a reverse mortgage in their retirement plan and how best to present it to them. See how …

We often hear about the value of coaching. But what's it really like to have a business coach? In this session, which will introduce you to some different coaching models. Ken shares his good and not- …

A foundational overview of executive compensation topics, covering various components of executives’ compensation components and benefits, and a discussion about circumstances that are unique to C-Sui …

Develop Strategies for firm owners and key (all) employees to hold hard discussions, align goals and expectations from the onset (or from today), and create a collaborative open office culture. Learni …

Your clients’ trustee needs to collaborate with you through any disability and then to transition after their death. Planning enhances the trustee’s effectiveness, and minimizes waste, delay and heart …

According to a 2024 story from Marketplace.org Home prices have risen 423% in 40 years. The compounding of the price and current interest rates has accelerated a trend of many Americans considering al …

What would happen to your business if you were hit by the proverbial bus? It’s hard to think about, but every year, an advisor you know is going to die unexpectedly, without a succession plan or a fin …

Reggie will share high-level data from economic indicators like inflation and labor markets along with aggregated regional information from our contacts across sectors. He'll also provide an overview …

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. …

Come learn a fast track plan to execute the ten tips Diane believes are significant and causative for success in building a better business. Learning Objectives: 1.) Define your unique vision of a”Bet …

Join Justworks for a discussion about the 5 Most Important Things to Consider to Get Your Accounting Department Ready for M&A. Sarah Syme, VP of Accounting at Justworks who led the organization throug …

In this master class with Phyllis Sisenwine, you'll learn: Practical advice to improve your efficiency and productivity The 3 Ps to structuring the ideal week Effective strategies to increase your co …

Dive into the bond environment and hear more about strategies for today's market. Topics include: Current bond market Duration Bond ladders New ETF structure for bonds Individual bonds vs funds Bond S …

Beyond revenue, profit, and assets: other important measures of the success of our practices. Learning Objectives: 1.) Analyze practice metrics and variables to evaluate areas that indicate the health …

Explore tax focused comprehensive financial planning and learn how to keep clients on course. Learn about industry trends, top client concerns, and behavioral finance. Learning Objectives: 1.) Unders …

Do you have clients who seem to miss a lot of meetings? Don't seem to get you the information you need? That may not be following protocol? In this session we will discuss your pain points with your " …

For many advisors, the pandemic forced a pivot from in person to virtual meetings. There are certainly upsides to meeting virtually. Now that the worst of the pandemic is (for now) behind us, many adv …

By offering tax preparation and planning as part of our client engagements, ACP members can add meaningful value for clients. There are few financial issues that are not connected to taxes in some way …

What is "surge" and why should I consider implementing it in to my practice? During this session we will discuss the pros and cons of grouping all client meetings during certain specified periods of t …

The ACP Pyramid and Toolkit spreadsheets make it easy to share ACP concepts with clients. But what happens when members choose to go without ACP tools? How can advisors still convey and practically im …

We all know clients who are compulsive spenders unable to save enough to meet their goals as well as others who are excessively frugal given their assets, age and life objectives. In addition, we know …

Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax-free proceeds, and no required monthly p …

This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners. We will cover the following: • Why these plans are different from …

Early in her career as an advisor, Ann noticed that clients had so many questions about college—and very few advisors were willing to tackle those questions. Since she kept hearing the same questions …

Elderly homeowners own more than $11 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden w …

As more advisors enter the space, just being a good, experienced advisor is no longer sufficient to differentiate yourself. Getting more focused toward a niche gives you the opportunity to truly set y …

Let's spend some time together exploring the major differences from traditional financial planning and planning for those who have a loved one with special needs. Families like mine have to balance be …

This session will focus on situational social security as it relates to common issues faced by women, including Situational SS related to women including spousal benefits, surviving spouse benefits, c …

The seminar will focus on Situational Social Security. Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or e …

In the financial planning industry, we depend on research to make investment decisions. Then we wing it when helping clients those complex, non-linear financial choices that can truly matter. One tool …

Many advisors find insurance confusing and are unsure of themselves when reviewing it for their clients. This session will walk through examples of actual client situations that have come up in the in …

Business owners and HNW clients have unique needs. To distinguish yourself from other financial service providers, you have to see things from their perspective. We’ll teach you what business owners a …

This presentation offers guidance on talking to clients about investing and explaining the advantages of Dimensional's philosophy and approach. Advisors will learn how to more effectively communicate …

After John took off a significant part of 2012 when his children were born, he began to wonder why he had been working so many hours and if there was a better way. In this session he will share what h …

“How is my long-term plan doing this week?” This old joke among planners points to a perennial problem planners face: how to deal with clients’ recency bias – giving undue weight to the most recent in …

Meredith Briggs joined Taconic Advisors eight years ago when Chip Simon ran the firm as a solo-advisor, excel-based practice. As the firm grew both in number of clients and number of staff, organizing …

Learn the legal strategies available to protect clients from lawsuits. From traditional strategies (such as LLCs and LPs) to modern strategies (asset protection trusts, land trusts, equity stripping, …

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