As the year winds down, we’re exploring a book that meets us right where many of us are—balancing careers, clients, families, and our own seasons of change.

Brought to you by the Business Success Knowledge Circle, during this presentation we will first explore national trends in charitable giving.

Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss: What we normally think of in the situation of fight/flight/freeze How fight/flight/freeze is healthy and natural Why does it show up in Financial Advisor appointments with clients What to do and what not to do when encountering fight/flight/freeze in client appointments

In this session brought to you by the International & Cross-Border Planning Knowledge Circle, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors.

Please join FPA Latino Knowledge Circle Host Guillermo Gutierrez and your fellow knowledge circle members for a roundtable and networking session to discuss the future of the FPA Latino Knowledge Circle.

Brought to you by the Women & Finance Knowledge Circle: Financial advisors are uniquely positioned to help clients navigate transitions that shape both their financial lives and family legacies.

Brought to you by the Neurodivergent Planners Knowledge Circle: An estimated 15.5. million U.S. adults have Attention Deficit/Hyperactivity Disorder (ADHD).

Have you ever spent your day busy doing valuable tasks but still found that you didn't make progress on the one thing you promised yourself you'd do?

Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making.

Brought to you by the Women & Finance Knowledge Circle: With market volatility rearing its head in 2025, you are probably getting more questions from clients who are nervous about the current market and ever-changing political landscape.