In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

Amy Mullen, CFP®, President

As global mobility continues to rise, financial advisors are increasingly encountering clients who are considering or actively pursuing an international relocation. Whether driven by career opportunities, lifestyle choices, or family considerations, these moves introduce a new layer of complexity that most traditional financial planning frameworks are not designed to address.

For many advisors, this moment creates uncertainty. Questions quickly arise: Can I still advise this client? What risks am I missing? When do I need to bring in outside expertise? Too often, advisors either disengage risking the loss of the client relationship or attempt to navigate unfamiliar cross-border issues without a clear structure, potentially exposing both themselves and their clients to unintended risks.

Led by two seasoned cross-border professionals, this session is designed to provide financial advisors with a practical framework to guide clients through international transitions while maintaining their role as a fiduciary. Rather than attempting to turn advisors into cross-border specialists, this session focuses on building awareness, structure, and confidence so advisors can better understand the landscape, ask the right questions, and recognize when additional expertise is required.

Arielle Tucker, CF{®, EA, Founding Partner, Cross Border Planning

Otto Rivera, CFP®, Financial Planner/Investment Advisor

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

This practical and interactive session will explain the latest science-based techniques for actively building positive and productive mental fitness. Based on decades of research across the scientific disciplines of neurology, physiology, psychology, and sports performance attendees will discover how to transform the mind, body and performance. The presentation teaches practical activities to easily incorporate in every active professional's life. These proven techniques immediately reduce stress, increase performance and well-being.

Barbara Kay, MA, LPC, RCC, TIPC, President, Barbara Kay Coaching

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