Dr. Craig Callahan will be presenting in-depth research and analysis that provides valuable insights into one of the least appreciated, and most lucrative, market settings: the bull market.

Please join us on Thursday, June 23rd at 3 pm ET for the June Asian-American/Pacific Islander Knowledge Circle.

​Please join the African-American Knowledge Circle for a happy hour celebration of Juneteenth on Thursday June 16th at 4 pm ET.

​During the past couple of years, we have navigated some of the most complicated, challenging, and emotionally complex markets of all time.

​Join the FPA Latino Knowledge Circle for their June presentation where they will be joined by guest speaker Anna N'Jie Konte who will be presenting, "Serving your Communidad while Creating a Thriving Business."

​Please join the PridePlanners Knowledge Circle for the June 2022 edition of the FPA DEI Learning Series celebrating Pride Month.

Join the Asian-American/Pacific Islander Knowledge Circle for a speical presentation as they celebrate Asian American and Pacific Islander Heritage Month on the May FPA DEI Learning Series presentaion.

​In this presentation, we will discuss the problem facing investors and advisors that are trying to generate dependable income without damaging principal: rising interest rates. Bonds of all descriptions (treasuries, corporates, municipals, high yield) have fallen sharply in 2022 and threaten to continue moving lower as interest rates continue rising.

​Join us for the first 2022 International & Cross-Border Planning Knowledge Circle meeting where we will have Mr. David David Appel, CLU®, ChFC®, AEP® , Managing Partner at Appel Insurance Advisors LLC who will be discussing the different Life, Disability and Long-Term care insurance solutions available to both US Citizens/Persons and Foreign Citizens living in the USA and abroad.

​This webcast will share key insights and lessons learned around working with widows.