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First Lead Yourself, Then Lead YOUR Way
Angela Herbert White, M.Ed., PCC, Angela Herbert White, LLC
When: Wednesday, November 8, 9:00–10:30 AM PT
Congratulations! There was a time when you only dreamed of being the leader you are today. Now, you see even more for yourself and for your future. How will you get there? Sure, you can lead in the way you've seen others do it. That will work – for a while. There's a point, though, when doing it their way makes you ineffective, inauthentic, and on the road to burnout. Why? Because you're not leading YOUR way.
When leaders live their values and know their strengths they are more ready and receptive to growing, even in their weakest areas. They find they have more time, energy, and ideas to make a big impact in their communities and even in the world. Angela offers tools that will help you explore how to become that leader!
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Using College Planning to Add Value to Your Clients and Your Practice
Ann Garcia, CFP, The College Financial Lady / Independent Progressive Advisors
When: Thursday, November 9, 9:00–10:00 AM PT
Early in her career as an advisor, Ann noticed that clients had so many questions about college—and very few advisors were willing to tackle those questions. Since she kept hearing the same questions again and again (and wanted the answers herself), she started writing down answers in blog format, and The College Financial Lady was born. Ann has developed a wealth of content on this topic through research, interaction with readers, and personal experience as she put her knowledge to the test with her twins! Planning for college isn’t impossible— and it is important! Learn how to use College Planning in your work to add value to your clients and to your practice.
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What You Should Have Already Done About Secure 2.0 and What to Do Next
Steven Jarvis, CPA, MBA, Retirement Tax Services
When: Thursday, November 9, 11:30 AM –12:30 PM PT
With SECURE 2.0 being signed into law, every blogger, podcaster, media outlet and self-proclaimed tax guru is on overdrive trying to make the biggest headlines, but what does this all mean for you, your clients, and your practice? Join Steven to learn what Secure Act 2.0 means in your practice, and take home specific, actionable advice you can implement today.
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Ethics
Linda Leitz, PhD, CFP, EA, Peace of Mind Financial Planning
When: Friday, November 10, 10:15 AM –12:15 PM PT
Earn your ethics credits with ACP! Linda Leitz will again present a dynamic program to close our 2023 Annual Conference.