Category: Alliance Of Comprehensive Planners (ACP)

Alliance of Comprehensive Planners (ACP) Announces Details of 2023 Annual Conference

9/19/2023

The Alliance of Comprehensive Planners (ACP) announced the details of their upcoming 2023 ACP Annual Conference, which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington.

The ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature a handful of keynote speakers, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, video, podcast, and other media opportunities, social events and receptions, networking, and more.

ACP Members List Five Tax Sins for Consumers to Avoid to Get the Most out of Their Returns in 2021

4/13/2022

Members of the Alliance of Comprehensive Planners (ACP) are providing an array of tax tips to help the general public and those who are still in the midst of or finalizing their 2021 tax returns. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first.

The Alliance of Comprehensive Planners Announces 2021 Annual Conference Agenda

8/11/2021

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, has announced the featured speakers and agenda for their in-person conference this fall. The event will be held October 25-28, 2021 at the Atlanta Marriott Marquis.

ACP Members Provide Smart Summer Tips for Taxpayers to Plan Ahead for 2021 Returns

7/15/2021

While families explore the possibility of getting out of their homes and even travelling this summer, four certified members of the Alliance of Comprehensive Planners (ACP), have provided an array of tax tips to help the general public and other advisors keep an eye towards planning for next year’s tax returns while they enjoy their vacations. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first.

ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021

3/25/2021

With the new tax deadline of May 17 looming for much of America (and June 15 for states impacted by the February storm), seven certified members of the Alliance of Comprehensive Planners (ACP), have provided an array of tax tips to help the general public and those who are still in the midst of or soon to be preparing their 2020 tax returns. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first.

Alliance of Comprehensive Planners Announces First-Ever Virtual Conference

9/22/2020

Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced the 2020 ACP Annual Conference, to be held virtually October 28-30, 2020. Participation is open to all interested financial professionals; one does not need to be an ACP member to attend.

Alliance of Comprehensive Planners Salutes ACP Certified Member Courtney Ranstrom

7/29/2020

The Alliance of Comprehensive Planners (ACP) announced that one of its certified ACP members, Courtney Ranstrom, has been named to the 2020 InvestmentNews 40 Under 40 list. The InvestmentNews 40 Under 40 project highlights young talent in the financial advice industry.

Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta

4/22/2020

Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes.