Brought to you by the PridePlanners Knoweldge Circle: This presentation will cover working with clients through the lens of financial health and wellness, emphasizing client relationship dynamics impacting client outcomes.

This Knowledge Circle session will be about how the probate process works and what one should expect when going through this process.

In this session guest speaker Helena Yang will provide an overview of the definition of U.S. tax residency and explore the U.S. income tax implications and foreign disclosure requirements associated with common types of foreign assets held by U.S. tax residents.

Have you considered enhancing your practice by integrating financial, behavioral and client psychology?

Estate planning is different for everyone. Helping your clients figure out how to transfer their estate to the people they would like it to go to can be complicated.

1 CFP CE Credit | In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates.

Brought to you by the FPA Latino Knowledge Circle: Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.”

Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession.

Brought to you by the Special Needs Planning Community: In this session, you will learn how to make this a person-centered process and what the alternatives to guardianship are in our state and our country.

1 CFP CE Credit | Brought to you by the International & Cross-Border Planning Knowledge Circle: Guest speaker Chaya Biskin-Sitko, Esq. will give insight into how having wills in multiple countries plays out post-mortem.