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.

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.

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous.

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.

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

Presentation of the Swiss banks' environment for financial planners with US clients who are interested in opening or who already have Swiss bank accounts.