Alliance of Comprehensive Planners, Inc.

Every hour you or your team spends on manual or inefficient processes is an hour not spent with clients, building relationships, or driving growth. Over time, that adds up and limits your capacity to …

Brian will share his thoughts and experiences from his 20+ years of running a solo financial planning firm with no support staff. The highs and the lows. What worked and what didn’t. The latter portio …

Elevate your impact as a fee-only financial planner by mastering essential skills designed to transform your client relationships and boost your own professional self-confidence. This interactive work …

A practical session on integrating AI into the financial planning process to expand client capacity and improve advice quality. Advisors will learn 10 AI workflows to make significant efficiency gains …

The stock market does not behave how financial reporters expect. Recent market volatility and mainstream media’s response spurred the Asset Dedication research team to investigate rare but extreme mar …

Tax Planning 101

09 Oct 2025 Alliance of Comprehensive Planners, Inc. Michael Garber; Keith Spencer; Bridget Mermel

Tax planning is one of the most valuable ways advisors can demonstrate their expertise and deliver meaningful impact for clients. In this session, you’ll learn how to move beyond simply preparing retu …

A financial advisor's most important deliverable is advice. While our industry has made strides in packaging "risk tolerance portfolios" and "probability of success plans" into sleek software, we have …

This session examines the intersection of gifting strategies and basis planning, highlighting how decisions made during a client’s lifetime can significantly affect tax outcomes for their heirs. Many …

Investing in rental property can be a great way to build wealth, diversify an investment portfolio, and create a significant passive income cash flow. It can also be an excellent way to lose money, co …

People with disabilities represent the largest and fastest growing minority group in the U.S. As advisors, we can serve this vulnerable segment of the population throughout their life cycle. The three …

Education planning can be very emotional for parents and family members, and this can be an especially tricky topic for advisors to navigate with our clients.... but we're here to help! Please join …

Join Dimensional subject matter expert Kacie Walsh for an educational session focused on helping advisors address & plan for client tax management needs with various investment solutions. Attendees ca …

In an environment shaped by shifting interest rates, evolving fiscal policy, and persistent market volatility, financial advisors face a dual challenge: interpreting the economy’s signals while guidin …

As clients get older and start to think of the implications of a long-term care event, it’s important to know what options are available to protect against it. In this presentation, we will review the …

The Federal government is the largest employer in the country. Given the current situation with increasing uncertainty for Federal employees, it is increasingly important for financial planners to un …

One option when you sell your practice is to continue to provide financial planning with your new firm. What changes do you--and your clients--need to be prepared for? Learning Objectives: 1.) Under …

Elderly homeowners own close to $14 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 …

Through the use of the Retirement Portfolio Analyzer (RPA) various retirement income scenarios can be analyzed in real-time. Various withdrawal rates, portfolio asset allocation, portfolio cost, star …

Jennifer would have been the last to believe her firm could work remotely, but here she is. Three years ago, she and her husband moved abroad and haven’t looked back. With strong processes, procedures …

Many of our Baby-Boomers have become wealthy, but have not come to grips with a strategy balancing philanthropic goals and passing assets to heirs ("Charity begins at Home!"). This results in over- …

Thomas will share everything he's learned about making financial content on YouTube and how to convert viewers to clients. Learning Objectives: 1.) Why YouTube is an attractive medium for content cr …

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 …

This session will explore how small financial planning firms can harness the power of AI-driven workflows to transform their daily operations and client interactions. Attendees will learn how AI can s …

We tend to remember things better when we can connect the information to things we already know. That's where salsa comes in. Who hasn't had salsa? Investment portfolios are a lot like salsa. Come see …

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 …

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