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Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.
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In a world where AI is replacing human interactions and where loneliness is epidemic, the ability to build rich, deep relationships is becoming a differentiator.
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Includes Credits
Join us for an empowering and insight-driven session with Cary Carbonaro, as she explores one of the most significant shifts in the financial landscape: the rapid movement of wealth into the hands of women and what it means for advisors, clients, and the industry as a whole.
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- Non-member - $49
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This presentation will provide a clear and practical overview of how Medicare works, along with how Medicaid and related assistance programs can significantly reduce the cost of Medicare coverage.
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- Non-member - $29
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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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Tax returns often reveal where proactive retirement tax planning was missing—and why earlier decisions matter.
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Join the Speical Needs Planning Community for more advanced, systems-level discussion on governance, continuity, institutional memory, and why long-term success depends more on structure and process than on documents alone.
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The educational goal of this program is to provide a richer understanding of how indexes are created and used across global financial markets in order to improve client outcomes.
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- Non-member - $25
- Member - $15
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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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- Non-member - $29
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Daniel Tostado, born and raised in California, is a French immigration attorney.
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