Brought to you by the PridePlanners Knowledge Circle: The media landscape has been transformed by the explosion of finfluencers, digital noise, and always-on content. So how do real financial planners cut through the clutter and become the real voices journalists trust most? In this session, you’ll learn how to demonstrate credibility, deliver value to reporters, and turn media placements into powerful third-party validation for your brand and standing as a trusted, qualified financial planning professional. With fresh insights from FPA MediaSource query trends, you’ll walk away with practical strategies to build reporter relationships and show journalists—and the public—why your expertise matters.

Competency Level: Foundational 
FPA Competency: Critical Thinking, Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way to AI-driven search, changing client expectations, and increasing competition, sustainable growth requires more than generating new leads—it demands alignment across your marketing, operations, client experience, and team.

Together, we'll explore the many paths to growth, from organic marketing and referrals to new markets, acquisitions, and strategic partnerships. More importantly, we'll discuss how to build the internal systems, culture, and client experience that allow your firm to grow without compromising the relationships that made it successful in the first place. Be prepared to participate, share ideas, and learn from your peers.

What You'll Learn:

• How advisory firms are creating new business through organic, inorganic, and relationship-driven growth strategies
• The evolving role of content, SEO, and AI in helping the right prospects find—and trust—your firm
• Practical ways to expand into new markets while maintaining a consistent client experience
• How to balance growth with operational capacity so scaling strengthens, rather than strains, your business
• Strategies for creating a culture where your team understands, embraces, and contributes to your firm's growth

Whether your firm is looking to accelerate growth, enter new markets, or simply build a more scalable foundation for the future, this session will provide practical ideas and engaging discussion to help you grow with greater clarity, confidence, and intention.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Unlock the hidden potential of centers of influence to build powerful referral relationships that consistently introduce more of your ideal-fit clients. Many advisors understand the value of COIs, but far fewer have a repeatable strategy for identifying, engaging, and activating them. The most successful advisors don't simply network—they build intentional partnerships that create mutual value and drive long-term growth.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:

Advisors will learn:

• How elite advisors identify and activate the right COIs
• The partnership model that produces consistent introductions
• How to turn COI relationships into long-term growth engines

Retirement decisions often hinge on knowledge consumers do not realize they lack. In this session, Jamie Hopkins, co-creator of the Retirement Income Literacy Study, interviews Eric Ludwig about findings from multiple waves of consumer research and a companion study of financial advisors. They explore persistent retirement-income knowledge gaps, the disconnect between confidence and actual understanding, the impact of working with an advisor on retirement outcomes, and links between professional designations and advisor literacy. The conversation concludes with practical strategies for improving client education, identifying misunderstandings, and communicating expertise clearly without overwhelming clients while helping advisors build trust through informed conversations.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Savings & Income Planning
CFP Board CE Credit Hours: TBD

• Identify at least three major areas in which older Americans demonstrate low retirement-income literacy.
• Distinguish demonstrated retirement-income knowledge from self-assessed knowledge and explain why the difference matters in client conversations.
• Apply findings from the consumer and advisor studies to improve client education and evaluate professional-development priorities.

Winning a client isn’t the finish line—it’s the starting point of long-term growth. The firms that grow consistently aren’t just good at converting; they’re intentional about what happens after. This session focuses on how to reinforce value post-conversion, deepen client relationships, and create the kind of experience that naturally leads to referrals. We’ll explore how consistent communication, proactive engagement, and thoughtful touchpoints turn satisfied clients into loyal advocates. Because retention isn’t passive—and referrals aren’t accidental. They’re the result of a structured, relationship-driven approach that compounds over time.

 What you’ll learn:

• How to reinforce your value after a client says yes
• What drives long-term loyalty in today’s client relationships
• How to create natural, low-friction referral moments
• Where most firms underinvest post-conversion—and how to fix it

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

Learn a practical, proven enrollment framework for transforming sales and referrals from occasional wins into a repeatable growth engine. Most advisors know growth matters. Fewer know how to create it consistently. The strongest advisors don't rely on chance, charisma, or market conditions. They rely on intentional conversations, proven systems, and repeatable behaviors that turn trust into action.

Competency Level: Foundational
FPA Competency: Critical Thinking, Client Care & Communication
CFP Board Topic: Professional Conduct & Regulation
CFP Board CE Credit Hours:

By the end of this presentation, participants will be able to:

• Frame a discovery meeting
• convert first meetings into second meetings
• and how to generate more consistent referrals

Brought to you by the Investment Planning Knowledge Circle: Every adviser has met the client with one stock, a very low cost basis, and a substantial gain they do not want to realize carelessly. This session starts with client priorities: liquidity, retained exposure, cost, risk, and tax management. It maps those priorities to practical solutions in seven families, including staged selling, hedging, and giving. Before the technical work, though, we ground the discussion in the extremes: what happens if the client sells today, and what happens if they just keep holding?

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning, Tax Planning
CFP Board CE Credit Hours:

• Rank a client's priorities across liquidity, retained exposure, cost, risk, and tax management, and identify where those priorities conflict.
• Quantify the two extreme outcomes, selling today and continuing to hold, and use them as the baseline against which every other solution is measured.
• Map a given set of client priorities to the family of solutions.

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.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Estate Planning
CFP Board CE Credit Hours:1

• Identify the key estate planning needs and vulnerabilities that uniquely affect LGBTQ individuals, couples, families, and chosen family networks.
• Understand the core legal documents and planning tools that help protect LGBTQ clients’ healthcare wishes, financial decisions, parental rights, inheritance intentions, and legacy goals.
• Apply practical strategies to help LGBTQ clients proactively address estate planning gaps, avoid common pitfalls, and ensure their relationships, assets, and wishes are fully protected.

With market volatility and artificial intelligence dominating the headlines, many clients are asking difficult questions about their portfolios, long-term plans, and whether their investments are at risk. In times of uncertainty, an advisor's ability to communicate with confidence and empathy can be just as important as investment expertise.

Join us for a practical discussion on how understanding the four investor personality types can help you tailor conversations, address concerns more effectively, and build greater trust during periods of market uncertainty. You'll learn how different clients process risk, react to market events, and make financial decisions—allowing you to communicate in ways that resonate with each individual's perspective.

In this session, you'll learn how to:

• Recognize the four investor personality types and their unique communication preferences
• Adapt your conversations to better address client concerns during periods of market volatility
• Build confidence and trust by communicating investment strategies in a way that aligns with each client's decision-making style

Whether you're responding to questions about today's markets, AI-driven disruption, or broader economic uncertainty, you'll leave with practical strategies you can immediately apply in client conversations.

This is an excellent opportunity to gain actionable insights, share experiences with fellow advisors, and strengthen one of the most valuable skills in wealth management: effective communication. We look forward to having you join the discussion.

Competency Level: intermediate
FPA Competency: Critical Thinking, Interpersonal Impact
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0

• Describe the characteristics of four investor personality types and explain how each may respond differently to periods of market volatility and uncertainty.
• Analyze how investor personality can influence a client's perception of investment risk, response to market events, and financial decision-making.
• Apply communication strategies tailored to different investor personality types to improve client understanding and support informed investment decisions during periods of market uncertainty.

Every month, Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, holds an open, no-script roundtable on the AI developments that matter to financial planners. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0