Agenda


*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
Don’t Listen to the Little Fella on Your Shoulder
Richard Brandt and Beth Brandt,
Northpointe Bank

Mutual Funds and ETFs – Comparing & Contrasting
Spenser Sydow and Dave Twardowski, Avantis Investors
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

Longbridge Financial, LLC Platinum Sponsor Session
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.