This session explores the fundamentals and advanced planning opportunities surrounding Section 1031 exchanges and Delaware Statutory Trusts (DSTs). Attendees will gain a practical understanding of how real estate investors use DSTs to defer capital gains taxes, transition into passive ownership structures, and address debt replacement and diversification concerns. The presentation will also examine common structuring strategies, IRS guidance, the advantages and limitations of DST investments, and emerging estate planning considerations under the One Big Beautiful Bill Act (OBBBA), including basis step-up planning and expanded estate and gift tax exemptions.

Matthew Rappaport, Esq., LLM.,

Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, discover how to leverage AI to streamline meeting notes and follow-ups, accelerate preparation for upcoming meetings, and benchmark employee compensation and career paths against data from similar firms.

Wilson Liu, CFP®, Associate Advisor

Financial professionals often focus on what clients should do financially; save more, reduce debt, create a spending plan, or set and achieve financial goals. However, lasting behavior change occurs when professionals understand WHY clients make the financial decisions they do. 

This interactive session explores the emotional, relational, and behavioral drivers behind financial decision making. Through reflection and practical tools, participants will examine how family systems, personal beliefs, identity, and overall wellness influence financial behavior. Attendees will experience several exercises including a financial genogram, wellness wheel reflection, financial wellness assessment interpretation, and identity based money frameworks. 

Participants will leave with practical strategies to help client uncover their deeper financial motivations and translate insight into meaningful, sustainable behavior change.

Andi Wrenn, AFC®, MQFP®, Financial Education Superstar

Brought to you by the Investment Planning Knowledge Circle: Every adviser has met the client with one stock, a very low cost basis, and a substantial gain they do not want to realize carelessly. This session starts with client priorities: liquidity, retained exposure, cost, risk, and tax management. It maps those priorities to practical solutions in seven families, including staged selling, hedging, and giving. Before the technical work, though, we ground the discussion in the extremes: what happens if the client sells today, and what happens if they just keep holding?

Every month, Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, holds an open, no-script roundtable on the AI developments that matter to financial planners. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.

Matt Reiner, CFA, CFP®, Managing Partner

In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fees structures and other key differentiators. You will hear actual uses cases and how other financial planners are leveraging these insights to support their clients. The information provided in this course will make CFP professionals and their clients more educated and informed consumers.

Kristy Kennedy,

Ginger Noce,

The SECURE Act and SECURE 2.0 have fundamentally changed the way retirement accounts are inherited, creating new challenges and opportunities for estate planning professionals and financial advisors. This presentation examines how IRA trusts can be used effectively under the current retirement distribution framework, including the 10-year rule, eligible designated beneficiary exceptions, required minimum distribution (RMD) requirements, and trust classification rules. Attendees will learn how to integrate employer-sponsored retirement plans, rollover IRAs, beneficiary designations, and trust planning to protect beneficiaries, preserve tax-efficient wealth transfer strategies, and avoid unintended tax consequences. The program also explores the practical implications of conduit and accumulation trusts, Roth planning opportunities, and the importance of coordination among attorneys, financial advisors, benefits professionals, and CPAs

Angela Stockbridge, Esq., Employee Benefits and Executive Compensation Attorney

Post-death IRA distribution planning has become increasingly complex, requiring advisors to correctly classify beneficiaries, determine whether life expectancy payouts or the 10-year rule applies, and apply the required beginning date (RBD) framework to calculate annual distributions. This session provides a practical, repeatable advisor framework for evaluating spousal beneficiary options and improving the accuracy and compliance of post-death IRA administration. 

Denise Appleby, MS, CISP, CRC, CRPS, CRSP, APA, CEO, Appleby Retirement Consulting, Inc.