The first fifteen minutes of an advisor’s in-person meeting or first five minutes on a Zoom call with a prospect will determine if they end up with a new client in the first meeting.

​Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs.

​Recent inflation readings have hit their highest levels since the early 1980s, and investors are taking notice.

September 2021 Women & Finance Knowledge Circle.

​Many of your clients have used your guidance to thoughtfully plan for themselves and “down” for their children or other beneficiaries.

We are excited to welcome guest speaker, Spencer Sherman, one of the country's top wealth advisors, who will be discussing "Timeless Wisdom for Financial Wellness."

Knowledge Circle Host Scott Bishop will be joined by Marvin Blum and they will be discussing the estate and income tax changes that are happening this year per the Democratic and Legislation

According to the US Census Bureau the number of unmarried partners living together in the US nearly tripled in two decades.

Join the Business Success Knowledge Circle on Tuesday June 8th at 3PM EST for “Best Practices on Working with and Communicating with the Media”.

​What are the unique concerns and perspectives of LGBT older people, and how can we activate allies to become advocates?