Brought to you by the Applied Behavioral Economics Knowledge Circle, Join us for an engaging session with Dr. Charles Chaffin—author of The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters—where we’ll explore how behavioral economics intersects with goal-setting, purpose-driven action, and financial planning.

Brought to you by the Speical Needs Planning Community, speaker Liz Yoder will discuss the great features and benefits of ABLE accounts for Special Needs Planning.

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.

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.

1 CFP® CE | Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision.