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The Alliance of Comprehensive Planners connects fee-only financial planners with a supportive community, a proven system, and ongoing education. Join us!
Indianapolis, IN
Joined November 2008
ACP Members, don't miss today's Investment Discussion Group meeting at noon eastern! Make sure you're following the online community as well. Register now - https://t.co/J7Hgk8XNFy
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Our friends at Libretto continue their #ACP2025 conference presentation tomorrow at 4:00 PM EST. Join to learn how connecting planning to portfolio and wealth management solutions can help provide a comprehensive approach. Register now - https://t.co/8lqgl9uBuT
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Learn how AI is reshaping the financial industry and saving time in your week! Join Slant CRM Co-Founder Thomas Clawson on Thursday at 2:00 PM eastern. ACP Members Only! Register now: https://t.co/nJVJoaCiSB
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Slant CRM Co-Founder Thomas Clawson shares how AI is reshaping the financial industry - helping to automate busywork, strengthen client relationships, and stay compliant - via an exclusive ACP Member webinar on Nov.20. Save the date and register now: https://t.co/nJVJoaCiSB
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Just about one day away - join @ImpactMarComPR for the Modern Advisor Marketing webinar, Thursday November 13 at 4:00 PM eastern. Bring your questions around Testimonials, Endorsements, and Google Reviews and learn from the best. Register now - https://t.co/0MF6URBm1q
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Starts in about an hour - do you have Marketing questions? Ask the experts at @ImpactMarComPR today at 4:00 PM eastern, Office Hours format. Register now: https://t.co/JA5WLqfOpn
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Is a valuable collection part of your estate? ACP Member Elizabeth Buffardi shared some sage advice in a recent @USATODAY article. Check it out - https://t.co/QWaOr6Z89b
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Today at noon! Members, join your ACP Colleagues for a discussion on timely investment topics. Click here to register - https://t.co/J7Hgk8XfQ0
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Wrapping up a great week at #ACP2025 - special thank you to sponsors @dimensional for a fantastic gathering last night. We appreciate your support!
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Join Jim Davis, Tammy Goodman, & Luke Van de Loo for ACP New Member Connect! This call invites new(ish) members to chat about practice goals, pain points, or anything else on your mind. Seasoned members are welcome! See you next Monday at 3:00 PM eastern. https://t.co/PdYawdR423
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ACP Members, join the experts at @ImpactMarComPR on Thursday at 4:00 PM eastern and bring your questions - this month's meeting topic is Video & Podcast Marketing. Register now: https://t.co/JA5WLqgmeV
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REMINDER: the hotel block (and discount) for ACP's Annual Conference expires on September 1. Don't delay - reserve your room today! https://t.co/KwhFvN0qny
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THIS AFTERNOON! Join the ACP New Member Connect call, today at 3:00 PM eastern. Meet other ACP colleagues, learn about member benefits, get the latest information on upcoming events, and more. Save your seat - https://t.co/VD8fucfsCt
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Save the date for the ACP New Member Connect call, next Monday, August 25. Meet other ACP colleagues, learn about member benefits, get the latest information on upcoming events, and more. Join us! Register today - https://t.co/plphAfL8DS
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In the latest episode of ACP's Practical Wisdom podcast, Fran Goldman and Kenneth Robinson, JD, CFP® discuss recent enhancements to the exclusive toolkit and practices that help empower ACP Advisors. Tune in - https://t.co/BJUeWoVRrm
#financialadvisors #financialplanning
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ACP Members, it's not too late to join tomorrow's webinar with the experts at @ImpactMarComPR tomorrow at 4:00 PM eastern. Register today and bring your questions - this month's meeting format is Office Hours. Save your seat: https://t.co/JA5WLqfOpn
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ACP Members, don't miss your opportunity to chat Marketing and PR with the experts at @ImpactMarComPR! Thursday, 4:00 PM eastern. Mark your calendar and bring your questions - this month's meeting format is Office Hours. Register now: https://t.co/JA5WLqfOpn
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The ACP 2025 Conference Agenda is now online! Check it out and register today - https://t.co/q89HGTsT83
#financialplanner #ACP2025 #financialadvisors
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"Building an investment portfolio is a lot like making salsa" said no one...oh wait. Craig Israelsen said that! Join ACP at the 2025 Annual Conference to hear Craig explain the salsa approach to your investment portfolio. https://t.co/8eT5lV2cFO
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Join ACP Member Cole M. as he chats with @MoneyQuotient President Amy Mullen today at 4:00 PM. You'll hear how Money Quotient's research-based tools helped him integrate a more meaningful approach to client engagement. Register now: https://t.co/ibyMgZkXUQ
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