Guest speaker Angela Giampolo will lead an engaging and practical session focused on the critical role estate planning plays in protecting LGBTQ individuals, couples, and families.

Learn about housing options, benefits that support independence, Section 8 housing subsidies, and creating housing solutions that meet the unique needs of your Loved One with disabilities.

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.

Augustus Christensen will share a practical framework to help financial advisors scale the value of their behavioral coaching through simple, relationship-focused digital communication.

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.

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.