Preconference Workshops

Pre-Conference Workshops

____________________________________________________________________________________________________________________________________

We look forward to seeing you in Savannah for our 2024 Pre-Conference Back-to-Basics Session!
Click here to register today!

____________________________________________________________________________________________________________________________________

Back-to-Basics: The ACP Toolkit
with Chip Simon, Former Owner of Taconic Advisors & Susan Einberger, Enjoy the Ride Financial Planning

When: Tuesday, October 8, 2:00–3:30 PM ET

Suitable for all audiences 

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.