Guest speaker Aaron Coates will share his Neurodivergent self-discovery journey and how it has helped him in his financial planning career and even to visualize the concept of FPA NexGen that has impacted thousands of financial professionals since its founding.

Guest speaker Christy Pinheiro will share her knowledge and expertise about how Families with Special needs can approach filing season and the benefits the tax code can offer them.

Join Gretchen Halpin, co-founder of Beyond AUM and a visionary leader in financial services marketing, for an engaging session designed exclusively for the Women and Finance Knowledge Circle group.

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.”