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®,

Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.

Freddy Garcia, CFP,

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

D. Crystal Alford-Cooper, CFP®, CDFA™, CRC®, Vice President of Planning