Stuart Armstrong will lead an interactive session on his long career of serving clients in the LGBTQ community in a roundtable discussion format with historical perspective on momentous events that has shaped the community in some empowering and challenging ways.

Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.

In a world where AI is replacing human interactions and where loneliness is epidemic, the ability to build rich, deep relationships is becoming a differentiator.

Join us for an empowering and insight-driven session with Cary Carbonaro, as she explores one of the most significant shifts in the financial landscape: the rapid movement of wealth into the hands of women and what it means for advisors, clients, and the industry as a whole.

This presentation will provide a clear and practical overview of how Medicare works, along with how Medicaid and related assistance programs can significantly reduce the cost of Medicare coverage.

Brought to you by the FPA Latino Knowledge Circle, join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community.

Join the Speical Needs Planning Community for more advanced, systems-level discussion on governance, continuity, institutional memory, and why long-term success depends more on structure and process than on documents alone.

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.