Full Agenda

FULL AGENDA

Printable Agenda Coming Soon! 

Monday, October 7

ACP Board of Directors
Room: Savannah, 1st Floor

ACP Group Instruction
Room: Verelst, 2nd Floor

Tuesday, October 8

Preconference Workshop

Back-to-Basics: The ACP Toolkit

Chip Simon

Susan Einberger, Enjoy the Ride: Financial + Life Planning

Room: Verelst

This presentation will  take a deep dive into the ACP Retirement Analyzer, Bond Ladder, and more. Take a closer look at the ACP Toolkit and how to maximize the resources within. 

**additional registration required** 
Register Here

Welcome Reception
Room: Regency Ballroom

Wednesday, October 9

Breakfast
Room: Regency Ballroom

New Member and First-Time Attendee Introductions

Opening Comments and Featured Speaker

Ten Tips to a Better Practice

Diane MacPhee, DMAC Consulting

Room: Regency Ballroom

Come learn a fast-track plan to execute the ten tips Diane believes are significant and causative for success in building a better business.

Break with Sponsors
Room: Regency Ballroom

Breakout Sessions

Tiny Houses: Planning Outside the American Dream
Laura Lynch, CFP^® ABFP™ AAMS^® CDFA^®, The Tiny House Advisor, LLC

Room: Vernon

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 alternative housing solutions, including tiny homes. Join Laura Lynch, CFP® ABFP™ AAMS® CDFA® Founder of The Tiny House Advisor for a session designed to satisfy your curiosity about the tiny home trend and provide useful guidance on how to support clients who are considering this path. Questions to be answered: Who is a tiny home for? What is the technical definition of a tiny home and why do the nuances matter? Is a tiny home an appreciating or depreciating asset? Are there tiny home mortgages? Can a client get insurance on their tiny home? What are blind spots clients face when attempting to go tiny? How is health insurance complicated by a domestic, nomadic lifestyle? Bring your questions to this fun session in which we discuss this change happening in housing.


Evaluating Alternatives: Bitcoin and Covered Calls
Cole McClarren, Cambridge Financial Group

Bart Leake, Cadence Planning

Room: Sloane

This session will explore a methodology for evaluating alternative investments, using bitcoin and covered call options as examples.

Title TBD
Adam Broughton, PBL Wealth Management

Brent Burns, Asset Dedication

Room: Percival

More information coming soon! 

A New Twist on Target Maturity Bond Funds

Doug Longo, Dimensional

Room: Regency Ballroom

The ACP Pyramid
Sophie Kaluziak, Vista Financial Planning

Room: Verelst

Lunch and Dessert with Sponsors
Room: Regency Ballroom

Breakout Sessions

10 C's of Creating an Aligned Culture

Kelly Adams, Triskele Coaching & Consulting
Joy McShane Oyler
Room: Percival

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. 


Proxy Power
The What, Why, and How of Integrating Proxy Voting Into Your Practice

Simon Zais CAIA, Eagan Jones

Room: Sloane

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 planning practice, from values alignment to compliance. 


A Simple Framework Equity Grant Planning
Adam Broughton, PBL Wealth Management

Room: Vernon

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 providing employees with advice related to these complex assets. This creates a planning opportunity for advisers to add significant value through financial planning. PBL Wealth Management LLC has created a simple framework (COST) for advisers to bring to clients when planning for these investments.

Is Today's Older Homeowner Sitting on a Gold Mine?

Longbridge Financial | Platinum Sponsored Session

Jerry Auippa, Longbridge Financial

Room: Regency Ballroom

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 wealth.  Why?  In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth in a safe and standardized manner.  With new, best interest and compliance standards for financial advisors, the value of considering home equity in the planning process is growing.


Marketing Best Practices – Tips and Tricks From Your ACP Peers
Presented by the ACP Marketing Committee

Room: Verelst

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 this panel discussion and hear how your ACP colleagues have used simple strategies to harness the power of specific tools and platforms - Media placement, Blog & Article writing, YouTube videos, and LinkedIn presence - to showcase their expertise and grow their client lists.

Spotlight Sessions

Understanding Long Term Care Insurance:
Costs, Coverage, and Underwriting
Taylor West, LLiS

Room: Verelst

This presentation highlights the need for long term care insurance (LTCi) by examining care costs, claim durations, and types of care. It compares various LTCi policies, focusing on benefits, premiums, and suitability for different client needs. It also outlines the underwriting process, detailing key factors insurers consider when assessing applicants. Participants will gain insights into selecting appropriate LTCi solutions and understanding the underwriting criteria.


Pivot points: 
"Upgrading" From ACP Tools Without Sacrificing ACP Values
Ken Robinson, Practical Financial Planning

Room: Percival

The ACP System is not just a collection of tools. It's a manifestation of professional values. But how essential are the ACP tools themselves to a successful ACP practice? Ken Robinson gives examples of how he has adapted tools beyond those provided by ACP to serve his clients and support the values we have all learned from the Success Program.

Break with Sponsors
Room: Regency Ballroom

Featured Speaker

Using a Trustee is NOT an Afterthought

Daniel Felix, The Professional Trustee

Room: Regency Ballroom

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 heartache. In this program, we’ll outline trust essentials and then identify the paths for your advance collaborations. You’ll leave with concrete action steps supported by handouts and other resources.

Ask-An-Advisor

Rooms: Regency Ballroom

This popular Group Instruction session is available to all conference attendees. Bring your best questions to ACP advisors in various stages of practice. Open to all attendees!


Under the Trees

Rooms: Verelst, Percival, Sloane, Vernon

Join ACP members in self-directed discussion. Sign-up / proposed topic sheets will be located near registration. Looking for outdoor space? Check out the Hyatt Regency's rooftop spaces or take a walk down River Street. Please sign up at registration, meet your group in the assigned room, and if you move outside of the classroom space, let us know where we can send folks to find your group! 

DFA Reception | Top Deck
125 W River Street 

Join Dimensional Fund Advisors and your ACP friends and colleagues for a fun night at Top Deck, just a block down the street. This rooftop venue promises a great view of historic downtown Savannah and a sunset on the Savannah River. Gather in the lobby as early as 6:15 PM, and we'll lead the way to a great night sponsored by DFA. No additional RSVP required – come as you are. 

Thursday, October 10

Breakfast and ACP Committees
Room: Regency Ballroom

Featured Speaker

Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement
Dr. Meghaan Lurz, Ph.D., FBS™, Kitces

Room: Regency Ballroom

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. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Join us this month and learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship. 

ACP Annual Membership Meeting
Room: Regency Ballroom

All ACP members are encouraged to join in our official ACP Membership Meeting for association updates and discussion. 

Under The Trees
Rooms: Verelst, Percival, Sloane, Vernon, Regency Ballroom

Join ACP members in self-directed discussion. Sign-up / proposed topic sheets will be located near registration. Looking for outdoor space? Check out the Hyatt Regency's rooftop spaces or take a walk down River Street. Please sign up at registration, meet your group in the assigned room, and if you move outside of the classroom space, let us know where we can send folks to find your group! 

Special Event | Harborside

Join ACP for dinner, entertainment, and fellowship alongside the Savannah River. We look forward to seeing you there! 

Friday, October 11

Breakfast With the ACP Board 
Room: Regency Ballroom

Ask Me Anything / Tell Me More

Room: Regency Ballroom

Join in an open discussion about what's working, what's not, and where we're headed. What can ACP add to enhance your practice? We look forward to hearing from current members, prospective members, and friends!