In this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially.

The advisor’s role is evolving. Sound strategies alone are no longer enough; clients expect to feel heard, supported, and confident in their decisions.

This presentation explores how neurodivergent individuals, particularly those with ADHD, experience and process emotions differently, including challenges with emotional regulation, executive functioning, and interpersonal communication. It will highlight how these differences can affect relationships, stress levels, and everyday decision-making, while reframing them through a strengths-based, compassionate lens.

This presentation introduces an educational session on how artificial intelligence is transforming modern tax planning for financial advisors.

When divorce involves children with disabilities, the planning process becomes more complex—emotionally, legally, and financially.

Join us on Friday, May 15th at 12 PM PST for a CFP Exam Success Panel featuring Bryant Rivera Colón and Cindy Randolph, who will share their CFP exam experiences, study strategies, and key tips for success.

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.

Guest speaker Jim Marrocco will lead an engaging and practical session focused on the evolving landscape of LGBTQ family planning and the unique financial planning challenges that come with it.

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?