Continuing Education



CONTINUING EDUCATION

Mesa_de_trabajo_1presentations2.png



Continuing Education Instructions
 
To report your attendance to earn CE credits for NAPFA, CFP, NASBA, and/or IRS, you will need to complete a CE Proof of Attendance Form.
 
Below is a summary of CE credits for the 2023 ACP Annual Conference:
CFP Board CE: 29
NAPFA CE: 32
NASBA CPE: 30
IRS CE: 5
NASBA Information: 






ACP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Please note that 30-minute sessions are not eligible for CPE credits. This is a group-live event. Participants must be present to receive the CPE credits.

Program Level: Overview

Prerequisites and Advanced Preparation: There are no prerequisites for attending the ACP Annual Conference.

How to Earn CPE Credits: On the registration form, check the box if you'll be earning CPE credits: attend the eligible sessions, sign in and sign out on the attendance sheet located at the back of the room, and fill out session evaluations, linked below.

Location:
The Davenport Grand, Spokane, WA

Registration Information: Early Bird (until October 8) $875. Standard (after October 8) $975. Register here.

Refunds and cancellations: If you must cancel for any reason, please contact Lexi@acplanners.org by October 8, 2023, to receive a full refund less a $100 processing fee. No refunds will be issued after October 8, 2023. Substitutions are welcome but must be made in writing to Lexi@acplanners.org and a rate change may apply.

Contact Information: 
For more information regarding refunds, concerns, and/or program cancellation policies, please email Lexi@acplanners.org or call 910.236.6163.


Tuesday, November 7

Situational Social Security  
Marc Kiner, Premier Social Security Consulting
CE Credits: 2 CFP CE - Retirement Savings and Income Planning; 2 NAPFA CE - Retirement Planning & Employee Benefits; 2 NASBA CPE - Finance

Using Large Deductible Tax Strategies to Enhance a Business Owner's Retirement Plan
David Podell, Business Benefits Consultants
CE Credits: 1.5 CFP CE - Retirement Savings and Income Planning; 1.5 NAPFA CE - Retirement Planning & Employee Benefits; 1.5 NASBA CPE - Taxes ; 1 IRS CE - Federal Tax Law Topics/Federal Tax Related Matters

Asset Protection and Wealth Transfer Strategies
Thomas VanNessVanNess Law, PLLC
CE Credits: 1.5 CFP CE - Investment Planning; 1.5 NAPFA CE - Investments; 1.5 NASBA CPE - Finance

Wednesday, November 8

First Lead Yourself; Then Lead YOUR Way
Angela Herbert White, Angela Herbert White LLC
CE Credits: 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization

Critical Conversations: How to Stop Avoiding Conflict and Start Communicating Confidently
Angela Herbert WhiteAngela Herbert White LLC
CE Credits: 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Communications; 1 NASBA CPE - Communications and Marketing

Situational Social Security for Women
Marc Kiner, Premier Social Security Consulting
CE Credits: 1 CFP CE - Retirement Savings and Income Planning; 1 NAPFA CE - Retirement Planning & Employee Benefits; 1 NASBA CPE - Finance

Communicating Investment Principles
Joel Hefner, Dimensional Fund Advisors
CE Credits: 1 CFP CE - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE - Communications and Marketing

Fighting Recency Bias
Stephen Huxley and Brent Burns, Asset Dedication
CE Credits: 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Investments; 1 NASBA CPE - Finance

How to Add Value for Business Owners and High-Net-Worth Clients
Thomas VanNessVanNess Law
CE Credits: 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization

Special Needs Planning: How Is It Different?
Mary McDirmidSpecial Abilities Network 
CE Credits:
1 CFP CE - General Financial Planning Principles; 1 NAPFA CE - Financial Planning Process; 1 NASBA CPE - Finance

Housing Wealth in Retirement Planning
Steve Resch, Finance of America Reverse
CE Credits:
1 CFP CE - Retirement Savings and Income Planning; 1 NAPFA CE - Retirement Planning & Employee Benefits ;1 NASBA CPE - Finance

Compliance Quiz Bowl: Like Trivia, but Better!
Lori Neidel & Scott SnipkieNeidel Law
CE Credits:
1 CPF CE - Professional Conduct and Regulation; 1 NAPFA CE - Financial Planning Process; 1 NASBA CPE - Business Management & Organization

Using Large Deductible Tax Strategies To Enhance A Business Owners Retirement Plan


David Podell, Business Benefits Consultants
CE Credits: TBD

Cybersecurity for Tax Pros
Neki CoxInternal Revenue Service
CE Credits: 1 CFP CE - Tax Planning; 1 IRS CE - Federal Tax Law Update; 1 NAPFA CE - Technology; 1 NASBA CPE - Information Technology

Take More Vacation, Help More Clients, Make More Money
John Scherer, Trinity Financial Planning

CE Credits: 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization

Bridging the Gap: How to Talk to Clients about Tapping into Their Home Equity
Jerry Auippa, Longbridge Financial
CE Credits:
1 CFP CE - Retirement Savings and Income Planning; 1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 NASBA CPE - Finance

Thursday, November 9

Using College Planning to Add Value to Your Clients' and Your Practice
Ann Garcia, The College Financial Lady / Independent Progressive Advisors
CE Credits:
1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE -  Financial Planning Process; 1 NASBA CPE - Finance

Tech Stack for a Growing Practice
Meredith Briggs, Taconic Advisors
CE Credits: 1 NAPFA CE - Technology; 1 NASBA CPE - Information Technology

Money, Meaning, and Happiness
Bridget Sullivan Mermel, Sullivan Mermel, Inc.
CE Credits: 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Communications; 1 NASBA CPE - Communications and Marketing

Optimizing Taxes for Retirees Who Consult Post Career
Matthew Lincoln, Cadence Planning LLC
CE Credits: 1 CFP CE - Tax Planning; 1 NAPFA CE - Income Tax Planning; 1 NASBA CPE - Taxes

Insurance Review: Real-Life Examples of Delivering Value
John Scherer, Trinity Financial Planning
CE Credits: 1 CFP CE - Risk Management and Insurance Planning ; 1 NAPFA CE - Insurance & Risk Management; 1 NASBA CPE - Business Management & Organization

What You Should Have Already Done about Secure 2.0 and What to Do Next
Steven Jarvis, Retirement Tax Services
CE Credits:
1 CFP CE - Tax Planning; 1 IRS CE - Federal Tax Law Update; 1 NAPFA CE - Income Tax Planning; 1 NASBA CPE - Taxes

A Practical Discussion on Actually Getting Tax Planning Done for Your Clients
Steven Jarvis, Retirement Tax Services
CE Credits:
1 CFP CE - Tax Planning; 1 IRS CE - Federal Tax Law Topics/Federal Tax Related Matters; 1 NAPFA CE Credit - Income Tax Planning; 1 NASBA CPE - Taxes

Niche Markets: How to Differentiate Yourself
Mary McDirmid, Special Abilities Network
CE Credits: 1 CFP CE - General Financial Planning Principles; 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Communications and Marketing

Integrating a Virtual Assistant into Your Practice
John Dulmage, Financial Pathways
Sophie Kaluziak, Vista Financial Planning

CE Credits:
1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Personal Development

How to Design Your Financial Life Planning Style
Miriam Whiteley, LifeCraft Financial Planning
CE Credits:
1 CFP CE - General Principles of Financial Planning; 1 NAPFA - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization

Friday, November 10

Tax Planning and Investing for the Next Generation
Richard Salmen, Family Investment Center
Linda Leitz, Peace of Mind Financial Planning, Inc.

CE Credits: 1 CFP CE - Tax Planning; 1 NAPFA CE - Investments; 1 NASBA CPE - Taxes

Lessons Learned: Best Ideas and Worst Mistakes from Startup to Sale

Ken Robinson, Practical Financial Planning, Inc.
CE Credits: 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization

Ethics CE: CFP Board’s Revised Code and Standards
Linda Leitz, Peace of Mind Financial Planning, Inc.
CE Credits:
2 CFP CE Credit - Professional Conduct and Regulation; 2 NAPFA CE - Ethics