Tax and Estate Knowledge Circle host Scott Bishop, MBA, CPA/PFS, CFP® will be having an open conversation with Dan DiLella, Managing partner of the Houston office of Hotaling insurance about advanced life insurance strategies for clients given the current or future changes in the “Build Back Better” tax policy and estate planning solutions.

Building a quality financial planning practice requires a systematic, repeatable approach to client discovery and recommendation development.

Guest speaker Rodrigo Gordillo will be presenting, "Return Stacking: Strategies for Overcoming a Low Return Environment."

​Join Knowledge Cirlce host Scott Bishop, CPA/PFS and CFP®, and Co-Chair who will be sharing a potential tax, retirement income and planning opportunity in this interview of Mike McGarry, President of Optcapital.

Bridget Grimes, CFP®, founder of WealthChoice, and co-founder of Equita Financial Network a community for female financial advisors will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.

​Guest speaker Jerry Paul will provide a closed end funds basics overview, discuss the pros and cons of CEF investing and provide and overview of the CEF strategies he uses within his portfolios

​We will be joined by Luis Rosa, CFP® EA for a fireside chat to discuss strategies for year-end tax planning.

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.