Upcoming Live Knowledge Circles
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/19/2026 at 1:30 PM (MST)
Brought to you by the Asian American/Pacific Islanders Knowledge Circle: Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 01/13/2026 at 10:00 AM (MST)
The Stonewall Generation—today’s LGBTQ+ elders—has left a profound legacy: a society transformed by one of the most significant expansions of human rights in history.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 01/09/2026 at 1:00 PM (MST)
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.
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Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/30/2025 at 12:00 PM (MST)
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.
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- Non-member - $49
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/18/2025 at 12:00 PM (MST)
Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession.
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Product not yet rated Contains 3 Component(s)
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?
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- Non-member - $29
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Product not yet rated Contains 3 Component(s)
Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making.
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- Non-member - $29
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Product not yet rated Contains 3 Component(s)
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.
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Contains 4 Component(s), Includes Credits
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.
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- Non-member - $49
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