​Older workers face a series of critical decisions as they transition from the workforce into retirement. In this session participants will learn about a game plan to address these challenges, including behavioral considerations.

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 FPA Annual Conference 2018 session Stan The Annuity Man will strip away all of annuity sales pitch nonsense and fully explain how these contractually guaranteed transfer-of-risk strategies can enhance your practice.

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

Join this panel of experts from FPA Annual Conference 2018 and learn about blockchain and cryptocurrency; what they are and how they operate.

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.

You may hire managers, buy individual securities or ETF's and build portfolios for your clients. Are your clients clear on your investment philosophy, your processes and how you execute?

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.