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

Divorce is one of the most challenging life transitions your clients may face—emotionally, financially, and personally.

Brought to you by the Applied Behavioral Economics Knowledge Circle: Behavioral finance is often discussed either from an academic lens or through the client-facing experiences of working professionals. What’s missing are more opportunities for academia and firms to collaborate in exploring these unique perspectives. By bridging this gap, research becomes more actionable, practice becomes more evidence-based, and innovation in serving clients accelerates.

Brought to you by the Applied Behavioral Economics Knowledge Circle: Understanding your client’s financial psychology is essential for building trust, uncovering true motivations, and guiding them toward meaningful, sustainable goals

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.