John Scroggin discusses evolving trends in tax and estate planning. He focuses on specific legal rulings and changes that affect both the average client and the affluent client.

In this session from FPA Annual Conference 2019 learn about tax-efficient withdrawal strategies for five common household groups.

It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. Understand the basics of new IRC Section 199A and hear an explanation of the recent changes to the Tax Code which will affect their average client

The health care system is a mess. Insurance is expensive, health care costs are out of control, and the care you receive is fragmented and unsafe.

Participants will learn of the new federal and state regulatory schemes, which require financial planners to serve as the frontline defense against financial exploitation of the elderly and other protected persons.

Francis Financial released a white paper on women, money and divorce. This presentation from FPA Annual Conference 2018 will share a brief overview of the study’s findings on the financial, legal and emotional challenges women face when getting a divorce.

This presentation from FPA Annual Conference 2018 explains how different retirement-income tools can be combined to build more efficient retirement strategies that best integrate aspects from different schools of thought.

This panel discussion from FPA Annual Conference 2018 will help to unpack and understand the most recent trends and relevant applications of behavioral economics.

This session from FPA 2018 Annual Conference will help extend advisers practice to the next generation.