When: October 3-6, 2012
Where: Greektown Hotel & Casino in Detroit, Michigan
What to Expect:
Detroit Visitor Information
Want to Attend? Stay for a day or longer.
FREE Day Pass - Friday, October 5
Join us on Friday, October 5 and attend the day's scheduled sessions, meet ACA members, learn about our various membership options, and hear about key initiatives like the BrainTrust project. You can also earn up to five hours of CE credit.
Schedule - Friday
Conference Form - click here to request your free day pass
Entire Conference - October 3-6
Want to stay longer? Enjoy all of the informative sessions (many of which are eligible for CE credit) as well as social and networking events when you attend the entire conference, including the Welcome Reception on Wednesday evening. For the first time, we are offering the member registration rate to all guests.
Early bird rate (valid until September 7) - $575
Regular rate (valid after September 7) - $650
Daily rate - $220
Don't forget the post-conference workshops!
ACA is pleased to present two post-conference workshops. Please complete our Conference Form to reserve your spot.
Working with Widows - $247
Sunday, October 7, 9 am - 12:15 pm
Presented by award-winning author, Dr. Kathleen Rehl, Ph.D, CFP, this session will help you grow your business as you assist widows in transition.
‘EASE-Y’ Marketing - $247
Sunday, October 7, 9 am - 12:15 pm
Presented by Kristin Harad, CFP, this workshop will show you how to get past ‘ALL or NOTHING’ efforts and attract, capture, and communicate with ideal prospects comfortably to grow your practice.
This conference will explore the multiple aspects of providing excellent Holistic Personal Financial Planning services to clients including investments, federal income tax, insurance, retirement planning, college tuition planning and estate planning. It will also provide practice management information on communications, HR/personnel issues and marketing that will assist you in developing an exceptional financial planning practice.
1. Identify tools and strategies for increasing client satisfaction and improving the profitability of your practice
2. Improve your communication skills
3. Learn social marketing techniques for attracting and holding the interest of the clients you want
4. Update your investment, tax, estate planning, retirement planning, college tuition planning and insurance knowledge
This conference is group-live and all sessions are beginning level presentations.
Advanced Preparation: None
Click HERE to begin your registration. You will be contacted by a member of ACA's staff to complete the process.
Conference participants can earn up to 25 CPE credits in Administrative Practice: Personal Financial Planning, Marketing, Taxes, HR/Personnel and Communications
Conference Refund Policy:
Conference registration fees are refundable, less a processing fee, up to 30 days prior to the conference, but are non-refundable with less than 30 days notice. Refund requests must be submitted in writing (email acceptable) to Cathy Stegmaier, the ACA Executive Director or Rosanna Norwood, Executive Assistant.
If you have a complaint about this or any other Alliance of Cambridge Advisors sponsored CE presentation, please contact Cathy Stegmaier, Executive Director or Rosanna Norwood, Executive Assistant.
The Alliance of Cambridge Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education of the national Registry of CPE Sponsors. State boards have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.learningmarket.org
Thank you to our 2012 conference sponsors!
Learn more about these organizations by clicking on the conference sponsor link. Click on the following link to learn more about ACA's sponsorship opportunities.