When client sentiment improves during a meeting, they’re significantly more likely to trust your recommendations, move forward, and deepen the relationship.

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.

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.

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.

The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients.

Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold.

This webinar will explore how evolving retirement needs are reshaping the role of advisors and insurance professionals, with a growing emphasis on delivering income that lasts throughout a client’s lifetime—not just managing assets through accumulation.

Self-study exam based on the Journal of Financial Planning, August 2026 Issue

Social Security is a foundational component of retirement income, offering guaranteed, inflation-adjusted payments that last a lifetime.

Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change.