Agenda

Wednesday, November 8, 2017


1:00 - 4:00 PM Pre-Conference Workshops
1:00 - 8:00 PM Registration
6:00 - 7:00 PM First Timer Meet & Greet
7:00 - 10:00 PM Welcome Reception/Dinner

Thursday, November 9, 2017


7:00 AM - 5:00 PM Registration
7:30 - 8:30 AM Breakfast
8:30 - 9:00 AM

Welcome

  • Lois Basil, Basil Financial Group - ACP President
  • Frankie Corrado, Blue Blaze Financial Advisors - 2017 ACP Conference Committee Chair
9:00 - 10:00 AM 
Featured Speaker

4+4 - The Formula for Transformational Growth
Angie Herbers, Angie Herbers, LLC

10:00 - 10:30 AM Break with Sponsors
10:30 - 11:30 AM 
Breakouts
11:30 AM - 12:30 PM

Lunch

Business Continuity Road Map - Panel
ACP System Committee

12:30 - 1:00 PM Dessert with the Sponsors
1:00 - 2:30 PM 
Featured Speaker

The Crazy World of Health Care Reform
Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc.

2:30 - 3:00 PM Break with the Sponsors
3:00 - 3:50 PM
Breakouts
4:15 - 5:15 PM Annual Meeting
5:30 - 6:30 PM Under the Trees


Friday, November 10, 2017


7:30 - 8:30 AM Breakfast/ACP Committee Reports
8:30 - 10:00 AM 
Featured Speaker

The Impact of Mindsets in Financial Planning
Robert Brooks, PhD, Harvard Medical School

10:15 - 10:45 AM 
Solution Sessions
10:45 AM - 11:15 AM Break with Sponsors/Raffle Drawing
11:30 AM - 12:20 PM 
Breakouts
12:30 - 1:30 PM

Lunch with the ACP Board of Directors

1:45 - 2:45 PM
Featured Speaker
Redefining Investment Advice
Weston Wellington, Dimensional Fund Advisors
2:45 PM Free Time
5:00 - 6:00 PM Under the Trees
7:00 - 10:00 PM Special Event


Saturday, November 11, 2017


7:30 AM - 12:00 PM Registration
7:30 - 8:30 AM Breakfast
8:30 - 9:20 AM 
Breakouts
9:45 - 10:15 AM 
30-Minute Breakouts
10:40 - 11:30 AM 
Breakouts
  • Creating Tax Alpha - Panel Wendy Marsden, ProsperiTea Planning; Diana Palmer, Family Financial Planning, LLC; Melvin Spain, Spain Wealth Management
11:35 AM - 12:35 PM Lunch 
12:45 - 1:35 PM
General Session
1:45 - 2:35 PM
General Session

 
*Schedule and sessions subject to change.

Continuing Education 

  • NAPFA CE - 26 hours, more pending
  • CFP Board CE - 13 hours, more pending
  • NASBA CPE - 26 hours, more pending
  • IRS CE - 1 hour

 

SPONSORS

PLATINUM
Asset-Dedication-Logo-Black-Text.jpg
Asset-Dedication-Logo-Black-Text.jpg
RMFlogo.JPG
RMFlogo.JPG

SILVER

BW_Green.png

DFA_LOGO_RGB_COLOR_Under3in.jpg

 

Brandt_Team_Logo.jpg

 

 

 

maga%2040plus%20logo.jpeg

 

Markel_Logo__CMYK__418x500_2.jpg

 

logo%20-%20RightCapital.jpg

 

SSG%20Logo%202009%2011.jpg

 

SUNWEST%20TRUST%20r&b%20with%20website.jpeg

UESP_Logo_Horz%20285C.jpg

 

wells_fargo_logo-%5BConverted%5D.jpg