In the Season of Giving, we will focus on financial planners’ unique skills to help nonprofits thrive.

Some financial moves can’t be undone, and cross-border clients make them all the time. Learn where sequencing risk hides in US–Portugal planning, why the client’s why drives the technical plan, and what three real cases teach about knowing your edge.

Join guest speaker Jennifer Morgan with Impact Disability Law for a discussion on applying for disability benefites SSDI and DAC.

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.

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.