Agenda



Wednesday, October 28
11:00 - 11:30 AM Opening Remarks
11:30 AM - 12:30 PM
Featured Speaker
Change, Choice and Consequences
Susan Bradley, Sudden Money Institute and Financial Transitionist Institute
12:40 - 1:40 PM All Attendee Meet-Ups!
1:50 - 2:40 PM
Breakout Sessions
ACP Seven Core Concepts
Bert Whitehead, JD, MBA, ACP Founder

Adding the Human Touch to Remote Meetings
Scott Frank, Stone Steps Financial, LLC
2:50 - 3:40 PM
Breakout Sessions
Tax Planning Ideas for 2020
Bob Keebler, Keebler & Associates, LLP

Compliance Hot Topics
L
ori Neidel, Law Offices of Lori J. Neidel
4:00 - 5:00 PM Under the Trees

Thursday, October 29
10:00 - 10:50 AM Office Hours
11:00 AM - 12:00 PM
Featured Speaker
Planning for Retirement Benefits in a Post-SECURE World
Natalie Choate, Nutter McClennen & Fish
12:10 - 12:40 PM Sponsor Solutions Sessions
12:40 - 2:40 PM Exhibit Hall Hours
2:50 - 3:40 PM
Breakout Sessions
Case Studies in Estate Planning for Retirement Benefits
Natalie Choate, Nutter McClennen & Fish

Transitioning from Second Chair to Leading Client Relationships
ACP G2 Member Panel
3:50 - 4:40 PM
Breakout Sessions
Sell is not a Four-Letter Word
Marie Swift, Impact Communications

Financial & Tax Planning Strategies for Executive Compensation
Bill Mulvahill, Trailhead Planners, LLC
5:00 - 6:00 PM ACP Team Trivia Happy Hour - 25th Anniversary Edition!

Friday, October 30
10:00 - 10:50 AM Office Hours
11:00 - 11:50 AM
Breakout Sessions
Nuts & Bolts of Client Portfolio Creation Using Functional Asset Allocation
ACP Training Committee

Why Social Security Planning is More Valuable Than Ever
Joe Alfonso, Aegis Financial Advisory
12:00 - 12:50 PM
Breakout Sessions
Mind Mapping Best Practices
ACP System Committee

Helping Clients Pick a College with Value in Mind
Mark Stucker, School Match 4U
1:00 - 2:00 PM
Featured Speaker
Bringing Your Best in Challenging Times
Mitch Anthony, Advisor Insights, Inc.
2:00 - 2:15 PM Closing Comments
2:15 - 3:15 PM Office Hours