As clients live longer, financial planning increasingly intersects with health, caregiving, housing, family support, legal decision-making, care costs. This presentation will help advisors understand why longevity planning is becoming essential and how to address these needs proactively. Participants will learn to recognize key client triggers, identify gaps in traditional retirement planning, use a five-pillar framework to assess longevity readiness, integrate these conversations into existing planning relationships. Advisors will leave with a practical approach to connect emerging needs to the financial plan and appropriate resources, without becoming aging-care experts themselves.

Lauren Clough, Co-Founder and CEO

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 November, Larry will be joined by Erinn Andrews and they will be discussing Donor Advised Funds.

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

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

Don’t spend time falling in love with concepts from a great sales pitch, only to discover that time and money have been wasted on tooling that won’t meet your business needs.

In session one, we showed you how to clean up your existing tech stack from bloat.

In this session, we offer hard-earned wisdom for selecting solutions that bring true value to your work, and how to calculate the real investment of time, money and effort involved in the lifecycle of the system.

Amber Asaro, UX Research Strategist

Keith Caldwell, Relationship Manager