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Press Release
Aug 12, 2021
The Alliance of Comprehensive Planners Announces 2021 Annual Conference Agenda
Dr. Kristy Archuleta, Morgan Housel and Rick Kahler are keynote speakers at in- person gathering of the ACP slated for October in Atlanta
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Press Release
Jul 15, 2021
ACP Members Provide Summer Tips for Taxpayers to Plan Ahead for 2021 Returns
Extended Child Tax Credit, Adjusted Tax Payments, and Vacation Experiences Top the List
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Press Release
Mar 25, 2021
ACP Members Provide Tips for Taxpayers to Get the Most Out of Their Returns in 2021
As tax season heats up, tax-focus financial planning professionals weigh in
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Press Release
Sep 23, 2020
Alliance of Comprehensive Planners Announces First-Ever Virtual Conference
Keynote speakers Mitch Anthony, Susan Bradley and Natalie Choate to deliver practical ideas, technical information and united message of hope
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Press Release
Apr 22, 2020
Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta
Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes.
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Press Release
Dec 17, 2019
Cleveland-Area Financial Planner Kenneth F. Robinson Receives 2019 Bert Whitehead Visionary Award From the Alliance of Comprehensive Planners
Robinson's firm, Practical Financial Planning, named to Thrive Awards List of fastest-growing independent financial advisors in 2019
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Press Release
Sep 17, 2019
Alliance of Comprehensive Planners Announces New Podcast Series
In 'Practical Wisdom from ACP Financial Advisors,' Certified ACP Members share how they became successful, commission-free, retainer-based, tax-focused financial advisors
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Press Release
Jul 3, 2019
Alliance of Comprehensive Planners Provides Tax Tips That Will Help Save Money
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Press Release
Apr 24, 2019
Alliance of Comprehensive Planners Announces Featured Speakers, Plans for 2019 Annual Conference in San Diego
Mitch Anthony, Cheryl Holland CFP® and Dr. Valerie Young are speaking on Delivering Value, Great to Exceptional Client Service, Imposter Syndrome at annual gathering.
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Press Release
Nov 28, 2018
Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
Five top financial planning practitioners to present business-building and profitability strategies in free webcast hosted by Marie Swift
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Press Release
Oct 18, 2018
Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member
Virtual training modules and new member coaching sessions available through special agreement with Impact Communications and Marie Swift
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Press Release
Sep 19, 2018
Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date
'Father of life planning' George Kinder will share insights and advice on how financial planners can help clients live their best lives
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Press Release
Aug 22, 2018
Alliance of Comprehensive Planners Announces Featured Speakers, Special 'Homecoming' Plans for 2018 Annual Conference in Miami
Rob Jolles, Marie Swift, George Kinder will present on ethical persuasion, marketing strategy and client communication at annual gathering
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Press Release
Jul 19, 2018
Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce 2018 Conference Collaboration
ACP's tax-focused comprehensive financial planning process pairs nicely with Kinder's holistic life planning approach
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Press Release
Jul 6, 2018
Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students
Winner will receive free registration to ACP's 2018 Annual Conference, plus airfare and accommodations at Miami Marriott Biscayne Bay
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Press Release
Jun 28, 2018
Adviser Groups to RIAs: Show Your Independence, Explain to the SEC How You're Different From Brokers
Time-urgent "Raise Your Voice" campaign begins now
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