With market volatility and artificial intelligence dominating the headlines, many clients are asking difficult questions about their portfolios, long-term plans, and whether their investments are at risk. In times of uncertainty, an advisor's ability to communicate with confidence and empathy can be just as important as investment expertise.

Join us for a practical discussion on how understanding the four investor personality types can help you tailor conversations, address concerns more effectively, and build greater trust during periods of market uncertainty. You'll learn how different clients process risk, react to market events, and make financial decisions—allowing you to communicate in ways that resonate with each individual's perspective.

In this session, you'll learn how to:

• Recognize the four investor personality types and their unique communication preferences
• Adapt your conversations to better address client concerns during periods of market volatility
• Build confidence and trust by communicating investment strategies in a way that aligns with each client's decision-making style

Whether you're responding to questions about today's markets, AI-driven disruption, or broader economic uncertainty, you'll leave with practical strategies you can immediately apply in client conversations.

This is an excellent opportunity to gain actionable insights, share experiences with fellow advisors, and strengthen one of the most valuable skills in wealth management: effective communication. We look forward to having you join the discussion.

Michael Pompian, CFA®, CAIA, CFP®, Founder and CIO

Brought to you by the PridePlanners Knowledge Circle & NAPFA Pride; Guest speaker Angela Giampolo will lead an engaging and practical session focused on the critical role estate planning plays in protecting LGBTQ individuals, couples, and families. Drawing on nearly two decades of experience serving the LGBTQ+ community through Giampolo Law Group, Angela will walk attendees through the unique legal and planning challenges that LGBTQ clients often face, including relationship recognition, chosen family dynamics, parental rights, healthcare decision-making, inheritance planning, and legacy protection.

The session will highlight why traditional estate planning assumptions often fall short for LGBTQ clients and how advisors can help clients proactively address gaps before a crisis occurs. Angela will discuss core planning documents, common pitfalls, and real-world examples that demonstrate how thoughtful estate planning can affirm a client’s relationships, protect their wishes, and preserve their assets for the people and causes they care about most. The session is designed to equip advisors with greater awareness, practical language, and actionable strategies so they can better support LGBTQ clients in building estate plans that are legally sound, inclusive, and deeply personal.

Angela Giampolo, Founder

Brought to you by the Special Needs Planning Community, join guest speaker Steven Rubin for a sesssion on elder law special needs estate planning.

Steven Rubin, Attorney

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?

Brent Sullivan, Independent Tax Analyst

Learn a practical, proven enrollment framework for transforming sales and referrals from occasional wins into a repeatable growth engine. Most advisors know growth matters. Fewer know how to create it consistently. The strongest advisors don't rely on chance, charisma, or market conditions. They rely on intentional conversations, proven systems, and repeatable behaviors that turn trust into action.

Chris Smith, Founder and CEO

Winning a client isn’t the finish line—it’s the starting point of long-term growth. The firms that grow consistently aren’t just good at converting; they’re intentional about what happens after. This session focuses on how to reinforce value post-conversion, deepen client relationships, and create the kind of experience that naturally leads to referrals. We’ll explore how consistent communication, proactive engagement, and thoughtful touchpoints turn satisfied clients into loyal advocates. Because retention isn’t passive—and referrals aren’t accidental. They’re the result of a structured, relationship-driven approach that compounds over time.

 What you’ll learn:

• How to reinforce your value after a client says yes
• What drives long-term loyalty in today’s client relationships
• How to create natural, low-friction referral moments
• Where most firms underinvest post-conversion—and how to fix it

Robert Sofia, CEO, Snappy Kraken

Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

In September, Larry will be joined by Matt Hougan and they will be discussing Cryptocurrency ETFs.

If you have questions ahead of time, you can send them to [email protected]. 

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP, Pon & Associates