INDIANAPOLIS, IN / AGILITYPR.NEWS / June 10, 2026 / Plus shares highlights and resources from 2025 annual conference

The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, recently announced the upcoming 2026 ACP Annual Conference, which will take place September 15-17, 2026 in Tucson, Arizona.

The 2026 ACP Annual Conference will be hosted at Loews Ventana Canyon Resort, a scenic desert resort nestled at the base of the Santa Catalina Mountains in Tucson, Arizona. The conference offers a boutique, community‑driven experience focused on meaningful conversations, high‑quality education, and genuine relationship‑building. Attendees benefit from expert‑led sessions, peer‑to‑peer learning, and collaboration with professionals who share ACP’s values and approach to comprehensive planning.

“This year’s conference will bring together education, connection, and community, with time to engage with colleagues in a true resort setting,” said Wesley Stien, CFP®, MBA, Marketing Chair and past President of ACP. “We’re building in opportunities to connect beyond the classroom and workplace, including pre‑conference activities and a welcome reception designed to bring members together from the start.”

The ACP Annual Conference attracts advisors from across the US who are leading successful, growing firms. Seventy percent of ACP members attend the event each year to learn about the latest developments in the field. They come to explore the newest products and processes and find the solutions they need to run their financial planning practices.

ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature insightful keynote presentations, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, media opportunities, social events and receptions, networking, training, and more. In addition, ACP will present two awards to ACP members: The Bert Whitehead Visionary Award, created in honor of the founder of ACP, and the Stewart Farnell Award for Excellence in Mentoring.

Keynote presentations at the 2026 ACP Annual Conference will feature Beth Pinsker, CFP®, financial planning columnist at MarketWatch and author of “My Mother’s Money: A Guide to Financial Caregiving”; Rick Ferri, CFA, investment analyst and author of six books on index funds and ETFs; and Scott Cederburg, Ph.D., professor of finance at the University of Arizona.

REGISTRATION AND SPONSORSHIP INFO FOR 2026 ACP CONFERENCE

Registration is now open to ACP members and non-member financial advisors. In addition, guest passes are available for certain events. Early bird pricing of $900 for ACP members and $1,100 for non-members is available through June 24^th, 2026.

To register for the conference, please click here. To learn more about the hotel and reserve your room, please click here. Journalists interested in attending the conference, please email JonnySwift@ImpactCommunications.org.

Sponsorship and exhibitor opportunities are also available for organizations looking to connect with firm owners and decision makers. These opportunities are designed to provide meaningful visibility, engagement, and connection with a national audience of comprehensive planning professionals. Companies that are interested in sponsoring this year’s conference can click here for more information on sponsorship opportunities.

ACP REBRANDS, LAUNCHES NEW WEBSITE AND TRAINING PROGRAM

At the beginning of 2026, ACP introduced a new brand, logo, and website to modernize the look of the organization and reflect recent changes to the ACP experience. The new website enables users to more easily find and access relevant historical information about ACP, member benefits, member testimonials, ACP advisors for consumers, financial education resources, media activity, ACP podcast episodes, and other resources for members, advisors, and consumers.

In addition, in Summer 2026, ACP will be launching a new training program with new and improved materials, providing formal training for new financial planners as well as those transitioning from other practice models and professions. This formal training, called the ACP Success Program, provides new members with a foundation in the philosophy, strategies, and tools of the ACP System, helping them identify and overcome the hurdles they face in establishing a sustainable and profitable practice. The ACP System includes self-study training, virtual classrooms, ACP member concierge access, continuing education opportunities, live group instruction, ACP member mentoring, professional coaching, visiting advisor, two hours of compliance support, a new member compliance webinar, marketing support, career development webinars, and more.

“We’ve trained a lot of advisors over the past 30 years,” said Stien. “But for a long time, our training program was in binders. The world has changed a lot since then, and we decided that we wanted to catch up. Our training has been modernized and made more accessible to a wider audience.”

To learn more about the updates coming to the ACP Success Program, check out the February 2026 issue of Bob Veres’ Inside Information.

To learn more about joining the community of tax-focused, fiduciary financial planners that’s committed to building thriving practices and helping members succeed, please click here.

HIGHLIGHTS FROM THE 2025 ACP ANNUAL CONFERENCE

The 2025 ACP Annual Conference took place in Salt Lake City, Utah in October 2025 and featured over 100 ACP members and other attendees. There were a variety of CE-approved educational breakout sessions covering topics including social security, tax strategies, asset protection and wealth transfer, client conversations, special needs planning, compliance, investment principles, cybersecurity, artificial intelligence, and more – plus an insightful keynote presentation from Dr. Craig Israelsen, developer of the 7Twelve Portfolio and executive in residence in the personal financial planning program at Utah Valley University.

In addition, the ACP conferred two annual awards: the Bert Whitehead Visionary Award and the Stewart Farnell Award for Excellence in Mentoring.

The Bert Whitehead Visionary Award, which was created in honor of the founder of ACP and bears his name, serves to recognize an advisor who exemplifies the ACP methodology and successfully utilizes its principles, demonstrates vision and innovation in the financial planning field, and has made significant contributions to the growth and well-being of ACP as an organization. Kelly Adams, CFP®, EA, Founder of Harbor Light Planning in Michigan, was the recipient of this prestigious award at the 2025 conference. 

The Stewart Farnell Award for Excellence in Mentoring is awarded on an annual basis to an ACP member who exemplifies the kind of coaching, mentoring, and support of fellow ACP members for which Stewart Farnell was known. Jim Davis, CFP®, EA, Senior Advisor and Partner at Partnership Financial in Columbus, Ohio, received this honor at the 2025 conference.

ABOUT THE ALLIANCE OF COMPREHENSIVE PLANNERS (ACP)

The Alliance of Comprehensive Planners (ACP) is a national community of fiduciary, tax-focused financial advisors who provide comprehensive planning strategies for their clients on a commission-free retainer basis. As fee-only fiduciaries, ACP members are required to maintain the CFP^® or CPA/PFS (or equivalent) designation and complete ACP’s rigorous training program. ACP members adhere to a strict code of ethics and operate under a retainer model, ensuring that client interests are always the top priority. Through collaboration and shared resources, ACP empowers advisors to build successful, client-centered practices. To learn more about this fiduciary network or to find a certified ACP member, visit www.ACPlanners.org.