Timeline heads to ACP's Annual Conference

The Alliance of Comprehensive Planners (ACP) is a community of fee-only financial planners operating under the retainer model. Financial Planners part of this community can utilise systems, training, and community support that help them achieve their best practices.

ACP is hosting its annual conference at the Hyatt Regency, San Diego. The community of financial planners are invited to attend three days of compelling sessions, featured speakers and the opportunity to network with their community.

Abraham Okusayna, CEO of Timelineapp Tech Limited, will be one of many speakers taking part in this year’s conference. On Wednesday, November 13, Abraham will be delivering his breakout session - Digitizing Retirement Income Planning - between 10:30-11:20 AM.

Here’s an overview of what to expect:

Technology is transforming the way we deliver retirement planning. Next-gen tools will enable financial planners to go beyond traditional cashflow planning and create deeper client engagement.

Software solutions have recently emerged to enable planners to transform extensive empirical asset class and longevity data into a visually dynamic, easy-to-understand stories for clients. This technology allows planners to illustrate and personalize withdrawal rate strategies for a client’s unique circumstances, and help clients to visualize the impact of a broader range of asset classes, taxes, fees, and time horizons.

Our software helps financial planners create evidence-based, elegantly simple withdrawal strategies where the money outlives the people. Retirement Consultant, Kumar, will be over in the exhibition area. Drop by and see how we can help you!

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.

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