Exhibitors
Alliance of Comprehensive Planners, Inc.

Address
2601 Iron Gate Dr.Suite 101
Wilmington, NC
28412
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
112554Approved Delivery Method:
- Group Internet Based
- Group Live
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
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Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
An Advisor's Tips to Successfully Integrate Asset Dedication Into Your Practice
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Marketing Best Practices – Tips and Tricks from your ACP Peers
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Managing Tradeoffs – Evaluating Investment Goals in the Context of the Financial Plan
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- GA
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Is Today's Older Homeowner Sitting on a Gold Mine?
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Evaluating Alternatives: Bitcoin and Covered Calls
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Sweat The Small Stuff: Tough Questions to Consider when Reviewing a Client's Tax Return
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Proxy Power: The What, Why, and How of integrating proxy voting into your practice
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Does a Reverse Mortgage Have a Place in Retirement Planning?
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Getting Coached—Notes From a Very Satisfied Client
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Description:
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- ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Tiny Houses: Planning outside The American Dream
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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. ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Ready for M&A?: 5 Accounting Infrastructure Considerations To Make Before, During, and Post Transaction
16-May-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- IL
-
Building Your Practice: Improving Client Relations
17-May-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- IL
-
Beyond the Basics: Advanced Bond Strategies for Financial Advisors
17-May-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 " ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Virtual vs in person meetings: advisor and client preferences. How often and how do you connect with your clients?
19-Jan-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
My Goal Was to be a Financial Advisor but, Somehow, I Have Become a Financial Therapist
18-Jan-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Using Large Deductible Tax Strategies to Enhance a Business Owner's Retirement Plan
07-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Using College Planning to Add Value to Your Clients and Your Practice
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Bridging the Gap: How to Talk to Clients About Tapping into Their Home Equity
Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Insurance Review: Real Life Examples of Delivering Value
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
How to Add Value for Business Owners and High-Net-Worth Clients
08-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Take More Vacation, Help More Clients, Make More Money
08-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
“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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Asset Protection and Wealth Transfer Strategies
07-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Description:
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, ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
187 Results