Tax returns often reveal where proactive retirement tax planning was missing—and why earlier decisions matter. 

Join America’s IRA Expert, Ed Slott, CPA, for a focused discussion on the most important retirement tax conversations advisors should be having with clients right now. Drawing on current tax law, recent IRS guidance, and real-world planning scenarios, Ed will highlight where advisors commonly see missed opportunities and avoidable mistakes revealed during tax season. 

Key discussion areas include: 

• Planning years advisors commonly miss before RMDs begin 

• Roth conversion timing decisions that continue to raise questions 

• Recurring RMD and distribution issues 

• Rollover decisions that deserve closer scrutiny 

This session is designed to help advisors apply current retirement tax rules with greater clarity, identify common planning risks, and more confident client decisions year-round—not just at filing time. 

Ed Slott, CPA, President and Founder

Brought to you by the FPA Latino Knowledge Circle, join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  In March we will be joined by Rich Arzaga.

Brought to you by the Business Success Knowledge Circle, this presentation will provide a clear and practical overview of how Medicare works, along with how Medicaid and related assistance programs can significantly reduce the cost of Medicare coverage.

Guest speaker Tom Connolly will begin with a straightforward explanation of Medicare—how it works, when it applies, and the key decisions individuals must make. He will discuss why it is important for individuals to set up and manage their own online accounts through the Social Security system and Medicare.gov, and how certified financial planners and advisors can play an important role in guiding clients through these essential portals. 

He will finish with a review of national strategies for reducing healthcare and prescription drug costs, including programs such as Extra Help (Low-Income Subsidy) and the Medicare Savings Programs, which can help lower or eliminate premiums, deductibles, and out-of-pocket drug expenses.

Thomas Connolly, Independent Medicare and Health Insurance Specialist

Brought to you by the PridePlanners Knowledge Circle, in a world where AI is replacing human interactions and where loneliness is epidemic, the ability to build rich, deep relationships is becoming a differentiator. By leveraging psychology, we can create transformational experiences for financial planning clients. In this interactive and engaging workshop, you will learn and practice two skills you can immediately apply with your prospects and clients to help them feel deeply understood by and connected to you.

Joy Slabaugh, CFP®,