Rick Kahler began succession planning 13 years ahead of schedule, attended every workshop, followed every best practice, and fully expected the unexpected — yet nothing prepared him for the emotional depth, cultural upheaval, and personal loss of the real transition.

In a world that increasingly tells us the answer to virtually any problem that ails us is to do more, have more, be more — it’s all too easy to believe that the amount of money you earn, accomplishments you achieve, or praise you receive is never enough.

In this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially.

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.

Leadership isn’t defined by title or team size—it’s reflected in how you communicate, take ownership, and show up in your work and relationships.

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.

Join Gretchen Halpin, Co-Founder of Beyond AUM, for a thoughtful and practical conversation on how advisory firms can unlock meaningful, sustainable growth by refining what truly drives it.

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.