Grendel Boot Camp - The Complete Tech Stack You Need (To Thrive in the Post ROBO, Post DOL World)

Fun Activities for early arrivals

First Timer Meet & Greet

Welcome Reception/Dinner

Platinum Partner Presentation - Stocks in the Worst Case - Time Segmentation and the Financial Plan
Brent Burns and Steve Huxley, Asset Dedication

Seed to Flower Analysis of Cultivating Perennial Ideal Clients, From Prospect to Referring Client
Robert Walsh, Lighthouse Financial Advisors

Outsourcing Investments - Working with Asset Dedication
Dan Yeoman, Asset Dedication

Innovative Systems and Solutions, Inspired by Advisors
Jerry Skapyak and Jill MacNeil, LLiS

Pricing and Modeling Reverse Mortgages in Financial Planning Programs
Tim Jackson, Reverse Mortgage Funding

Trump Your Income Woes No Matter Who You Vote For
Nick Johnson and Clint Hinman, AmeriFunds 

Experience Matters: Leveraging Technology to Succeed as Client Expectations Change 
Lindsay Wright and Brittany von Czoernig, eMoney Advisor

End of Life Planning - For Courageous Advisors Only
Steve Byrne, Final Roadmap

What Drives Lawsuits Against your RIA and How to Protect Yourself and Your Firm
Greg Severinghaus, Markel Cambridge Alliance

Outsourcing Investments - Working with Asset Dedication
Dan Yeoman, Asset Dedication

Innovative Systems and Solutions, Inspired by Advisors
Jerry Skapyak and Jill MacNeil, LLiS

Pricing and Modeling Reverse Mortgages in Financial Planning Programs
Tim Jackson, Reverse Mortgage Funding

Trump Your Income Woes No Matter Who You Vote For
Nick Johnson and Clint Hinman, AmeriFunds 

Experience Matters: Leveraging Technology to Succeed as Client Expectations Change 
Lindsay Wright and Brittany von Czoernig, eMoney Advisor

End of Life Planning - For Courageous Advisors Only
Steve Byrne, Final Roadmap

What Drives Lawsuits Against your RIA and How to Protect Yourself and Your Firm
Greg Severinghaus, Markel Cambridge Alliance

Bert Whitehead's Patented Tax Loss Harvesting Strategy
Bert Whitehead, Cambridge Connection, Inc. and Steve Huxley, Asset Dedication

Helping Your Clients Navigate TIAA - Workshop*
Meredith Briggs, Taconic Advisors

Shedding Reality on Investment Risk- Workshop*
Irfan Bhabhrawala, Arbor Financial

Breakfast

Starting at 7:45 AM -

Incorporating an Advance Financial Directive into the ACP Planning Process
ACP System Committee, led by Fran Goldman

Featured Speaker - Deep Risk: A Historical, Non-Quantitative Approach
William Bernstein, Efficient Frontier Advisors

Platinum Partner Presentation
Wise Advice About Wealth Preservation to Take Clients into Retirement
Jerry Skapyak and Jill MacNeil, LLiS

Platinum Partner Presentation
The “New” Case for Low-Cost Reverse Mortgages
Tim Jackson, Reverse Mortgage Funding

What Value? A Reflection of the Value Premium This Past Decade
Joel Hefner, Dimensional Fund Advisors

Lunch - Lunch with ACP Board

Featured Speaker - The Economy:  A Tour of the Horizon
Jon Talton, The Seattle Times

Putting the 'S' in SPARC:  Expressing Your Value to Clients and Prospects in Dollars
Bridget Sullivan Mermel, Sullivan Mermel, Inc.

Creating Your Ideal Financial Advisory Firm:  How to Be Tax-focused and Comprehensive Without Keeping it All In-house 
Judy McNary and David Gardner, Confluence Financial Advisors

Featured Speaker - Having the Charitable Conversation with Clients
Ken Nopar, American Endowment Foundation (AEF)

The Newest Fundamental of Financial Fitness - Invest in your Career
Karen Folk, Bluestem Financial Advisors and Frank Corrado, Blue Blaze Financial Advisors

Seven Symptoms of Financial Dysfunction
Bert Whitehead, Cambridge Connection, Inc.

Matching the Right Student to the Right College - Workshop*
Robert Roy Reed, Partnership Financial LLC

Self-Organized Study Groups / Under the Trees

Breakfast

ACP Committee Reports

A New Approach to Retirement Income Planning
Michael Finke, The American College of Financial Services

DOL's New Rules:  Cutting through the Noise, What is Required of the ACP Advisor?
Lori Neidel, Law Office of Lori J. Neidel

Starting with Why: Applying Simon Sinek's TED Talk to Your Marketing Message
Ken Robinson, Practical Financial Planning

Get Out of Your Head
Kelly Adams, Harbor Light Planning

Panel - Analogies, Jokes, and Stories:  Share Your Best

Help Your Clients by Getting Rid of the Bond Ladder
Chip Simon, Taconic Advisors, Inc.

How to Add Value to Clients through Estate Planning Reviews
Mary Alpers, Alpers Financial Planning and Ed Fulbright, Fulbright Financial Consulting, PA

Best of ACP:  Marketing to Clients and Prospects
John Scherer, Trinity Financial Planning, LLC

Reviewing Tax Returns:  Finding Where the Errors Lurk
Wendy Marsden, ProsperiTea Planning