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Wednesday, November 4
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1:00 – 4:00 PM
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Getting Things Done – The Grendel Way
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1:00 – 4:00 PM
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Fun activities for early arrivals
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2:00 – 8:00 PM
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Registration
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7:00 – 10:00 PM
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Welcome Reception
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Thursday, November 5
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7:00 AM – 5:30 PM
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Registration
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7:30 – 8:30 AM
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Breakfast
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8:30 – 9:00 AM
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Welcome
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9:00 – 10:00 AM
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Featured Speaker – Portfolio Construction Explained,
Rick Ferri, Portfolio Solutions
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10:00 – 10:30 AM
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Break with Sponsors
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10:45 – 11:45 AM
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Featured Speaker – Cybersecurity,
Dan Skiles, Shareholders Service Group
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10:45 – 11:45 AM
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Platinum Sponsor - Investment Strategies that Complement Social Security Optimization
Brent Burns & Steve Huxley, Asset Dedication
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11:45 AM – 12:45 PM
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Lunch
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1:00 – 2:00 PM
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Cybersecurity Obligations,
Lori Neidel, Law Office of Lori J. Neidel
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1:00 – 2:00 PM
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Marketing Yourself Online as a Financial Planner,
Cliff Goldstein, NerdWallet
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2:15 – 2:45 PM
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Solution Session - TAMP vs. Robo: An Outsourced Investment Smackdown
Brent Burns, Asset Dedication
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2:15 – 2:45 PM
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Solution Session - Beyond the What & How: Knowing the WHY of Fee-Only Financial and Insurance Advisors
Jill MacNeil & Jerry Skapyak, Low Load Insurance Services
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2:15 – 2:45 PM
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Solution Session - Creating Tailored, Mobile-Responsive Websites for Financial Advisors - Your vision. Our creation.
Ryan Russell, Twenty Over Ten
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3:00 – 3:30 PM
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Solution Session - Evolution of an Advisory Practice
Mark Boothe, Scottrade Advisor Services
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3:00 – 3:30 PM
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Solution Session - Building Your Business Through Humanizing Technology
Jeff Quigley, MoneyGuidePro
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3:00 – 3:30 PM
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Solution Session - Using AIER’s Business Cycle Model in Portfolio Management
Robert Hughes, American Institute for Economic Research
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3:30 – 4:00 PM
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Break with Sponsors
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4:00 – 5:30 PM
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Annual Meeting
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5:30 – 7:00 PM
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Under the Trees
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Friday, November 6
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7:00 AM – 4:00 PM
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Registration
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7:30 – 8:30 AM
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Breakfast
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8:00 – 8:07 AM
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Braintrust Steering Committee Report
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8:08 – 8:15 AM
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ACP Technology Committee Report
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8:16 – 8:23 AM
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Suggested Funds Committee Report
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8:24 – 8:30 AM
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Finance Committee Report
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8:30 – 9:30 AM
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General Session – Telling Your Investment Story with the Matrix Book,
Joel Hefner, Dimensional Fund Advisors
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9:30 – 10:00 AM
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Break with Sponsors
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10:00 – 11:00 AM
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Featured Speaker – Case Studies in Estate Planning for Retirement Benefits: Practical Ideas for Real-Life Situations,
Natalie Choate, Nutter McClennen & Fish
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11:15 AM – 12:15 PM
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Featured Speaker – Lifetime Distribution Strategies for Your Client’s Retirement Benefits,
Natalie Choate, Nutter McClennen & Fish
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12:15 – 1:15 PM
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Lunch with the Board & Annual Meeting Feedback
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1:30 – 2:30 PM
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Platinum Sponsor - Fear Is a Beast That Feeds on Attention: Allaying Retirement Fears with Annuities
Jill MacNeil & Jerry Skapyak, Low Load Insurance Services
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1:30 – 2:30 PM
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Platinum Sponsor - Using Economic Indicators in Portfolio Management
Robert Hughes, American Institute for Economic Research
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1:30 – 2:30 PM
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Platinum Sponsor - Design for Action: Putting Your Online Presence to Work
Ryan Russell, Twenty Over Ten
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2:45 – 3:45 PM
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Selling in an Anti-Selling Culture,
Ross Schmidt, Aspen Wealth Planners
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2:45 – 3:45 PM
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Understanding and Working with High-Risk Investors,
Jim Lear, Guideway Financial Sciences
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2:45 – 3:45 PM
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ACP Bond Ladder Panel
Moderator: Frankie Corrado, Blue Blaze Financial Advisors
Panelists: Doug DeGain, Douglas W. DeGain, CFP®, Chip Simon, Taconic Advisors, and Kathleen Dollard, Nashoba Financial Planning
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3:45 – 6:30 PM
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Fun Activities with ACP Members
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3:45 – 5:00 PM
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Under the Trees
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7:00 – 10:00 PM
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Special Event
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Saturday, November 7
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7:00 AM – 3:00 PM
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Registration
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7:30 – 8:30 AM
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Breakfast
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8:00 – 8:07 AM
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ACP Systems Committee Report
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8:08 – 8:15 AM
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New Member Recruitment Committee Report
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8:16 – 8:23 AM
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Student Membership Committee Report
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8:30 – 9:30 AM
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General Session – Serving Retiring Baby Boomers: The Gray Pig Moving Through the Python,
Linda Leitz, It's Not Just Money
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9:45 – 10:45 AM
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Efficient & Tax-Efficient Investment Management,
Bill Cuthbertson, Fiscalis Advisory
Co-presenter: Sheryl Rowling, Total Rebalance Expert
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9:45 – 10:45 AM
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Featured Speaker – Dealing with Cognitive Decline in Clients,
Bert Whitehead, Cambridge Connection
Co-presenter: Dr. Mary Ann Hamlin
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10:45 – 11:15 AM
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Break with the Sponsors
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11: 30 AM – 12:30 PM
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General Session – Growing Your Firm with a Leadership Pipeline,
Jacob Kuebler, Bluestem Financial Advisors
Co-presenter: Karen Folk, Bluestem Financial Advisors
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12:30 – 1:45 PM
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Lunch & Learn: Best Ideas
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2:00 – 3:00 PM
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Featured Speaker - Picking Bert's Brain,
Bert Whitehead, Cambridge Connection
Moderator: Ken Robinson, Practical Financial Planning
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