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ANNOUNCEMENTS

1/31/2012 Weekly Announcements

By: Donelle Kremke, Feb 1, 2012 10:58 AM

Want to know what's going on at ACA? Read the Weekly Announcements for anything you may have missed! read more

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

WHAT'S YOUR BUSINESS WORTH?

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 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: 

Does Your Dependent Need To File A Tax Return - Flow Chart - from Brian Shea - A flow chart to help your clients determine if their dependents need to file a tax return. 

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. Greg Pierce

    Kirkwood, MO
    United States

    499 Points

  2. John Discepoli

    Discepoli Financial Planning
    Glendale, OH
    United States

    433 Points

  3. Samantha Vient

    Craig Advisors, Inc.
    Orange, CA
    United States

    419 Points

  4. Erin Baehr

    Baehr Family Financial, LLC
    Stroudsburg, PA

    410 Points

  5. James Davis

    Partnership Financial LLC
    Columbus, OH
    United States

    372 Points

  6. Michelle Morris

    Brio Financial Planning
    Quincy, MA
    United States

    309 Points

  7. Troy Von Haefen

    Von Haefen Financial Management
    Nashville, TN

    307 Points

  8. Timothy Caban

    Copper Beech Advisors, LLC
    Malvern, PA
    United States

    286 Points

  9. Patricia Konetzny

    The Practical Planner
    Maynard, MA

    262 Points

  10. Howard Cadwell

    Northeast Passage Financial Advisors
    Hampton, NH

    247 Points