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.
 
Session Evaluations
 
Below are links to all of the session evaluations at the 2021 ACP Annual Conference, listed in order by session time. If you are a CPA, you must complete the individual session evaluations in order to receive NASBA CPE credit.
 
Below is a summary of CE credits for the 2021 ACP Annual Conference:
NAPFA CE: 19
CFP Board CE: 13
NASBA CPE: 18
IRS CE: 2

Tuesday, October 26

Financial Therapy 101
Kristy Archuleta, University of Georgia
CE Credits: 1 CFP CE Credit - General Financial Planning Principles; 1 NAPFA CE Credit - Financial Planning Process; 1 NASBA CE Credit - Specialized Knowledge

Marketing Success: The ACP Way
Marie Swift, Impact Communications
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Communications and Marketing

Tax Management the Dimensional Way
Anthony Caruso, Dimensional Fund Advisors
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

The Fundamental Dos and Do Nots of Insurance
Jerry Skapyak, LLIS
CE Credits: 1 CFP CE Credit - Risk Management and Insurance Planning; 1 NAPFA CE Credit - Insurance and Risk Management; 1 NASBA CPE Credit - Specialized Knowledge

A New Look at Reverse Mortgages: An Emerging Retirement Income Tool
Jerry Auippa, Longbridge Financial
CE Credits: 1 CFP CE Credit - Retirement Savings and Income Planning; 1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 NASBA CPE Credit - Specialized Knowledge

I’m Protecting and Providing for My Son—Stretching an IRA with a “Give It Twice” Testamentary Charitable Remainder Unitrust Plus...Leaving a Lasting Legacy

Kathleen Rehl, Rehl Wealth Collaborations
CE Credits: 1 CFP CE Credit - Estate Planning; 1 IRS CE Credit - Federal Tax Law; 1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 NASBA CPE Credit - Specialized Knowledge

Value vs. Growth: It’s Different This Time…Or Not
Steve Huxley, Brent Burns, Asset Dedication
CE Credits:
1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Wednesday, October 27

The Psychology of Money
Morgan Housel, The Collaborative Fund
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Building a Garden of Ideal Clients
Frankie Corrado, Robertson Stephens
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

Guiding Principles: Lessons from Guiding Blind Triathletes

Caroline Gaynor, Avantis Investors
CE Credits:

The Practical Application of the Bond Ladder: Functional Asset Allocation’s Deflation Hedge

John Dulmage, Financial Pathways
CE Credits:
1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Recent Regulatory Changes Impacting Your Firm
Lori Neidel, Law Office of Lori J. Neidel
CE Credits: 1 CFP CE Credit - Professional Conduct and Regulation; 1 IRS CE Credit - Federal Tax Law; 1 NAPFA CE Credit - Insurance and Risk Management; 1 NASBA CPE Credit - Specialized Knowledge

Adding Value Through Active Tax Management and Direct Indexing: Cambridge Index Strategies
Bert Whitehead, ACP; Brent Burns and Stephen Huxley, Asset Dedication
CE Credits:
1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Nuts and Bolts of the Strategic Financial Review (Paid First Appointment)
Kelly Adams, Harbor Light Planning, Chip Simon, Taconic Advisors
CE Credits: 1 CFP CE Credit - General Principals of Financial Planning; 1 NAPFA CE Credit - Financial Planning Process; 1 NASBA CPE Credit - Specialized Knowledge

G1 to G2 Generational Divides: Panel Discussion on How Two Firms Have Communicated Through Differences in Opinions
Alicia Klein and Penny Marchand, Cambridge Financial Group, Jim Davis and Mark Bowes, Partnership Financial
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management

Using Technology to Prepare for the Next Downturn or Rally
Tim Caban, Copper Beech Advisors; Cole McClaren, Cambridge Financial Group
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Technology; 1 NASBA CPE Credit - Specialized Knowledge

Gaining Traction: Adopting the Entrepreneurial Operating System for Clarity, Accountability & Results
Adrianne Gordon, Davis Financial Planning
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

Lessons Learned from the 2021 Advanced Planner Retreat

Jane Young, More Than Your Money
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit -  Specialized Knowledge

Thursday, October 28

Applying the Tools of the Masters
Richard Kahler, First Financial Systems
CE Credits:
1 CFP CE Credit - General Financial Planning Principles; 1 NAPFA CE Credit - Strategic Thinking; 1 NASBA CPE Credit - Specialized Knowledge