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ACP

@acp_planners

Alliance of Comprehensive Planners is the community of tax-focused financial planners operating under the retainer model.

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linkhttp://www.acplanners.org calendar_today18-11-2008 15:44:38

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There's still time! Join Impact Communications this afternoon at 4:00 PM eastern for Modern Advisor Marketing, featuring guidance on #SEO and online presence. Register today - bit.ly/Impact-ACP

There's still time! Join <a href="/ImpactMarComPR/">Impact Communications</a>
this afternoon at 4:00 PM eastern for Modern Advisor Marketing, featuring guidance on #SEO and online presence. Register today - bit.ly/Impact-ACP
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ICYMI - the ACP Conference planning committee has sweetened the deal with pre-conference golf and pickleball outings, in addition to daily education, networking, and after-hours events. What are you waiting for? Join us in Salt Lake City - acplanners.org/2025acpannualc…

ICYMI - the ACP Conference planning committee has sweetened the deal with pre-conference golf and pickleball outings, in addition to daily education, networking, and after-hours events. What are you waiting for? Join us in Salt Lake City - acplanners.org/2025acpannualc…
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Join ACP Member Cole M. as he chats with Money Quotient 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: bit.ly/ACP-MQ

Join ACP Member Cole M. as he chats with <a href="/MoneyQuotient/">Money Quotient</a> 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: bit.ly/ACP-MQ
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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. acplanners.org/2025acpannualc…

"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. acplanners.org/2025acpannualc…
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The ACP 2025 Conference Agenda is now online! Check it out and register today - acplanners.org/2025acpannualc… #financialplanner #ACP2025 #financialadvisors

The ACP 2025 Conference Agenda is now online! Check it out and register today - acplanners.org/2025acpannualc…

#financialplanner #ACP2025 #financialadvisors
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ACP Members, don't miss your opportunity to chat Marketing and PR with the experts at Impact Communications! Thursday, 4:00 PM eastern. Mark your calendar and bring your questions - this month's meeting format is Office Hours. Register now: bit.ly/Impact-ACP

ACP Members, don't miss your opportunity to chat Marketing and PR with the experts at <a href="/ImpactMarComPR/">Impact Communications</a>! Thursday, 4:00 PM eastern. Mark your calendar and bring your questions - this month's meeting format is Office Hours. Register now: bit.ly/Impact-ACP
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ACP Members, it's not too late to join tomorrow's webinar with the experts at Impact Communications tomorrow at 4:00 PM eastern. Register today and bring your questions - this month's meeting format is Office Hours. Save your seat: bit.ly/Impact-ACP

ACP Members, it's not too late to join tomorrow's webinar with the experts at <a href="/ImpactMarComPR/">Impact Communications</a> tomorrow at 4:00 PM eastern. Register today and bring your questions - this month's meeting format is Office Hours. Save your seat: bit.ly/Impact-ACP
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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 - bit.ly/ACP-Podcast-Fr… #financialadvisors #financialplanning

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 - bit.ly/ACP-Podcast-Fr…

#financialadvisors #financialplanning
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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 - community.acplanners.org/events/calendar

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 - community.acplanners.org/events/calendar
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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 - community.acplanners.org/events/calendar

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 - community.acplanners.org/events/calendar
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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! community.acplanners.org/2025acpannualc…

REMINDER: the hotel block (and discount) for ACP's Annual Conference expires on September 1. Don't delay - reserve your room today! community.acplanners.org/2025acpannualc…
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ACP Members, join the experts at Impact Communications on Thursday at 4:00 PM eastern and bring your questions - this month's meeting topic is Video & Podcast Marketing. Register now: bit.ly/Impact-ACP

ACP Members, join the experts at <a href="/ImpactMarComPR/">Impact Communications</a> on Thursday at 4:00 PM eastern and bring your questions - this month's meeting topic is Video &amp; Podcast Marketing. Register now: bit.ly/Impact-ACP
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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. lnkd.in/ezXny5K8

Join Jim Davis, Tammy Goodman, &amp; 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.
lnkd.in/ezXny5K8
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Wrapping up a great week at #ACP2025 - special thank you to sponsors Dimensional Fund Advisors for a fantastic gathering last night. We appreciate your support!

Wrapping up a great week at #ACP2025 - special thank you to sponsors <a href="/dimensional/">Dimensional Fund Advisors</a> for a fantastic gathering last night. We appreciate your support!
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Today at noon! Members, join your ACP Colleagues for a discussion on timely investment topics. Click here to register - lnkd.in/eKb_XTQX

Today at noon! Members, join your ACP Colleagues for a discussion on timely investment topics. Click here to register - lnkd.in/eKb_XTQX
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Is a valuable collection part of your estate? ACP Member Elizabeth Buffardi shared some sage advice in a recent USA TODAY article. Check it out - bit.ly/ACP-USA-Today

Is a valuable collection part of your estate? ACP Member Elizabeth Buffardi shared some sage advice in a recent <a href="/USATODAY/">USA TODAY</a> article. Check it out - bit.ly/ACP-USA-Today
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Starts in about an hour - do you have Marketing questions? Ask the experts at Impact Communications today at 4:00 PM eastern, Office Hours format. Register now: bit.ly/Impact-ACP

Starts in about an hour - do you have Marketing questions? Ask the experts at <a href="/ImpactMarComPR/">Impact Communications</a> 
today at 4:00 PM eastern, Office Hours format. Register now: bit.ly/Impact-ACP
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Just about one day away - join Impact Communications 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 - bit.ly/ACP-Impact

Just about one day away - join <a href="/ImpactMarComPR/">Impact Communications</a> 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 - bit.ly/ACP-Impact
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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: bit.ly/ACP-Slant

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: bit.ly/ACP-Slant
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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: bit.ly/ACP-Slant

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:  bit.ly/ACP-Slant