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ANNOUNCEMENTS

Weekly Announcements

By: Donelle Kremke, Jan 23, 2012 10:52 AM

Weekly Announcements from week of 1/23/2012. Catch up on all the latest news! read more

Weekly Announcement Supplement

By: Donelle Kremke, Jan 20, 2012 9:22 AM

Weekly Announcement Supplement from week of 1/16/2012. Listing changes and new All Member Calls. read more

Weekly Announcements

By: Donelle Kremke, Jan 10, 2012 1:58 PM

Weekly Announcements from the week of 1/9/2012. read more

WHAT'S YOUR BUSINESS WORTH?

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 ACA Business Value Center
to learn how you can
 build, protect and realize
maximum practice value.

UPCOMING EVENTS

  1. ACA Success Group Instruction

    Jun 4 - 8
    Lakewood, CO, United States

  2. Casey Truffo - Crafting Your Message Call Series

    Jun 18, 5:00 PM - 6:00 PM
    United States

  3. Casey Truffo - Crafting Your Message Call Series

    Jun 20, 5:00 PM - 6:00 PM
    United States

  4. Casey Truffo - Crafting Your Message Call Series

    Jun 25, 5:00 PM - 6:00 PM
    United States

  5. Casey Truffo - Crafting Your Message Call Series

    Jun 27, 5:00 PM - 6:00 PM
    United States

LATEST BLOGS

How to Get the Best Mortgage

By: Bert Whitehead Nov 2, 2011 6:27 PM

How to Get the Best Mortgage Bert Whitehead, M.B.A., J.D. © 2011 The most popular client questions... More

What's the Worst Case?

By: Bert Whitehead Oct 7, 2011 6:53 PM

What’s the Worst Case? Bert Whitehead, M.B.A., J.D. © 2011 Headlines scream doomsday to us:... More

Why Not China

By: Bert Whitehead Sep 15, 2011 8:48 AM

Why Not China? Bert Whitehead, M.B.A., J.D. © 2011 With virtually all investment options so sour these... More

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RESOURCE CORNER

SHAREDOC of the WEEK: 

Succession Planning Steps - Stewart Farnell's instructions to the individual who would be responsible for  closing/continuing his practice in case of sudden death or incapacity. Do you have a plan in place foryour practice? 
Each week we will highlight a new Advisor Sharedoc or a classic you may have forgotten about. Suggestions? Send them to arlenem@acaplanners.org 

RESOURCES of the MONTH for JANUARY: 
To help you keep up with new or revised resources we will highlight three per month in Practice Management, Financial Planning and Marketing.
 
Practice Management: Cheap or Free CE Resources - as compiled from a recent discussion thread. 


Financial Planning: The MAGA Tax Guide and Medicare Overview - userful summaries of tax implications of LTCI, Medicare and Medicaid. 


Marketing: An oldie, but a goodie, the 7 Secrets Workbook. Used in conjunction with the web brochure drip email program or as a stand-alone tool, this workbook offers practical advice and exercises fro prospective clients to evaluate whether they are on the road to financial independence. 

And a special New Year's resource bonus - Year-End Website Check.  Check out these 10 things you should look at on your website as you start the new year. 

MOST ACTIVE MEMBERS

  1. Carmen Gunther

    Lynch Financial Advisors
    Roseville, CA

    585 Points

  2. James Davis

    Partnership Financial LLC
    Columbus, OH
    United States

    425 Points

  3. Lily McKee

    TurningPoint Financial Life Planning, LLC
    Redmond, WA
    United States

    407 Points

  4. Erin Baehr

    Baehr Family Financial, LLC
    Stroudsburg, PA

    397 Points

  5. William Cuthbertson

    Fiscalis Advisory, Inc.
    San Juan Capistrano, CA

    380 Points

  6. Timothy Caban

    Copper Beech Advisors, LLC
    Malvern, PA
    United States

    340 Points

  7. Brian Shea

    Shea Financial Advisors
    New Canaan, CT
    United States

    337 Points

  8. W John Dulmage

    Financial Pathways
    Londonderry, NH
    United States

    325 Points

  9. Linda Stratton

    Stratton Advisors
    Oro Valley, AZ

    315 Points

  10. Lois Basil

    Basil Financial Group
    Chicago, IL

    306 Points