​The December 2022 Investmetn Planning Knowledge Circle will be held on Thursday, December 15th at 3 pm ET.

​With 2022 rapidly winding down, how will you launch 2023?

As Portfolio Manager for ICON Advisers, Craig Callahan will share his thoughts on the events and economic trends that are shaping the market and impacting investors in 2022.

Margaret will be talking about the important subjects US citizens/taxpayers need to consider before or when they are in Europe.

​As CFP’s we have a great opportunity to help our clients out in the 4th Quarter for year-end Planning.

In this session, XY Planning Network's Senior Consultant, Terria Heng will discuss the compliance concerns around client testimonials, referrals, and what firms can expect from the new SEC Marketing Rule.

Many of the recommendations financial advisors make to their clients have tax implications.

In this time- Rita will share how she joined the financial profession and her FPA leadership journey.

Mark will review his article “Till Death Do Us Part: Estate Planning During Divorce”.

A great value proposition key to any successful business, yet many financial advisors struggle to create one that truly sets their firm apart from the competition.