Brought to you by the PridePlanners Knowledge Circle, guest speaker Stuart Armstrong will lead an interactive session on his long career of serving clients in the LGBTQ community in a roundtable discussion format with historical perspective on momentous events that has shaped the community in some empowering and challenging ways. He'll provide examples of how he encountered then unique circumstances and strategies and approaches he used to tackle them. The overall intention will be to engage with other attendees to share their stories as we continue working to build a community of leaders.

Stuart Armstrong,

Join the FPA Latino Knowledge Circle on Friday, April 24th at 12 PM PST for a Community Roundtable & Networking Session, an informal session to connect with fellow FPA Latino Knowledge Circle members, share ideas, ask questions, and swap experiences.

Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold. Many clients, however, hold substantial home equity that could be incorporated into planning. This session will show advisors how reverse mortgages can work alongside traditional funding methods to help manage cash flow for care and make it easier for people to stay in their homes. Through practical guidance and case studies, participants will learn about eligibility, costs, safeguards, and how housing wealth can generate contingent liquidity, reduce portfolio strain, and improve retirement flexibility within a best-interest framework.

Most financial advisors know AI could help them — they just don't have time to figure out where to start. In this session, Allyson Lewis, a 33-year financial services veteran and AI implementation expert, walks through three automations that address the tasks advisors repeat every single day: triaging the morning inbox, building a prioritized daily game plan, and preparing for client meetings. Each automation has a clear before-and-after, requires no coding knowledge, and can be implemented immediately. Attendees leave with a concrete picture of what an AI-assisted advisory practice looks like in the real world.

Allyson Lewis, CEO & Founder

Get competition-ready with a guided walkthrough of MoneyGuidePro, the financial planning software featured in the 2026 challenge. This live webinar will introduce key functionality, demonstrate how to build and present a plan, and highlight how teams can use the platform to support their analysis and recommendations.

Colin Yackel, CFP®, Director of Training

As visibility increases for financial planners through PlannerSearch, more prospects will be able to find and evaluate advisors.

But visibility alone does not drive growth.

The advisors who benefit most will be those with a clear, repeatable system to turn that visibility into client relationships.

Led by Robert Sofia, CEO of Snappy Kraken, this series introduces the Lead Lifecycle—a practical framework for turning visibility into consistent, measurable growth.

Across five modules, you’ll learn how to attract, capture, nurture, and convert more opportunities—so your marketing works as a connected system, not a set of disconnected efforts.

This presentation introduces the Lead Lifecycle framework and shows how increasing visibility—driven by PlannerSearch—can be turned into a structured growth system.

What You’ll Learn

• How PlannerSearch is changing planner visibility
• The 5 stages of the Lead Lifecycle (Attract → Activate  → Nurture → Retain & Refer →Convert)
• Where opportunities are commonly lost
• How to build a simple, repeatable system

Robert Sofia, CEO, Snappy Kraken