Agenda - 2020 ACP Annual Conference

The following agenda is scheduled in EDT
Wednesday, October 28
11:00 - 11:30 AM	Opening Remarks
11:30 AM - 12:30 PM Featured Speaker	Change, Choice and Consequences Susan Bradley, CFP®, CeFT®, Sudden Money Institute and Financial Transitionist Institute
12:40 - 1:40 PM	All Attendee Meet-Ups! Reconnect with friends and colleagues and make new industry contacts.
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, CFP®, CFA, RLP®, Stone Steps Financial, LLC Planning For The Future with Long Term Care Insurance Brian Gordon, MAGA Ltd. / Murray A. Gordon & Assoc.
2:50 - 3:40 PM Featured Speaker	Year-End Planning in 2020: Including Planning for a Biden Administration Robert Keebler, CPA/PFS, MST, AEP (Distinguished), Keebler & Associates, LLP
4:00 - 5:00 PM	Under the Trees An attendee directed open discussion on the industry issues and topics most important to you.
4:00 - 5:00 PM	Office Hours Dedicated time visit with like-minded (fee-only, comprehensive, fiduciary) advisors in one-on-one meetings with on demand video conferencing! Catch up with old friends, make new acquaintances, and connect with our sponsor partners.
Thursday, October 29
10:00 - 10:50 AM	Office Hours Dedicated time visit with like-minded (fee-only, comprehensive, fiduciary) advisors in one-on-one meetings with on demand video conferencing! Catch up with old friends, make new acquaintances, and connect with our sponsor partners.
11:00 AM - 12:00 PM Featured Speaker	Planning for Retirement Benefits in a Post-SECURE World Natalie Choate, Esq., Nutter McClennen & Fish
12:10 - 12:40 PM Sponsor Solutions Sessions	Mutual Funds and ETFs – Comparing & Contrasting Spenser Sydow and Dave Twardowski, Avantis Investors The Secret to Scaling a Consistent Client Experience - Better Workflows! Louis Retief and Ron Gorodetsky, Hubly
12:40 - 2:40 PM	Exhibit Hall Hours Connect with leading industry technology and service providers in our Virtual Exhibit Hall and/or in one-on-one meetings.
2:50 - 3:40 PM Breakout Sessions	Case Studies in Estate Planning for Retirement Benefits Natalie Choate, Esq., Nutter McClennen & Fish Transitioning from Second Chair to Leading Client Relationships Britta Koepf, CFP®, ChSNC, Practical Financial Planning, Inc.; Anabel Diaz, Natural Bridges Financial Advisors LLC; Brandon Redmond, CFP®, McClarren Financial Advisors; Bridget Patel, Values Added Financial
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, CFP®, CPA, Trailhead Planners, LLC Outsourcing – Yes or No? Brent Burns and Steve Huxley, Asset Dedication
5:00 - 6:00 PM	ACP Team Trivia Happy Hour - 25th Anniversary Edition!
Friday, October 30
10:00 - 10:50 AM	Office Hours Dedicated time visit with like-minded (fee-only, comprehensive, fiduciary) advisors in one-on-one meetings with on demand video conferencing! Catch up with old friends, make new acquaintances, and connect with our sponsor partners.
11:00 - 11:50 AM Breakout Sessions	Nuts 'n Bolts of Client Portfolio Creation Using Functional Asset Allocation Karen Folk, CFP®, Ph.D., Bluestem Financial Advisors, LLC; Chip Simon, CFP®, Taconic Advisors, Inc. *Why Social Security Planning is More Valuable Than Ever* Joe Alfonso, CFP®, ChFC®, EA, RICP®, Aegis Financial Advisory Empowering Clients to Retire on the Home Jerry Auippa, Longbridge Financial, LLC
12:00 - 12:50 PM Breakout Sessions	Mind Mapping Best Practices Meredith Briggs, CFP®, Taconic Advisors; Fran Goldman, CFP®, MBA, Frango Financial LLC; Mike Stanton, CFP®, MBA, Stanton Financial Planning, LLC; Ted Roman, CFP®, EA, Roman Financial Advisors Helping Clients Pick a College with Value in Mind Mark Stucker, School Match 4U Disability Insurance – 2020 and Beyond! Kathy Bilodeau, LLiS
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 Dedicated time visit with like-minded (fee-only, comprehensive, fiduciary) advisors in one-on-one meetings with on demand video conferencing! Catch up with old friends, make new acquaintances, and connect with our sponsor partners.