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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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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.
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Get competition-ready with a guided walkthrough of MoneyGuidePro, the financial planning software featured in the 2026 challenge.
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Larry Pon wants to continue the tax conversation with you!
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When divorce involves children with disabilities, the planning process becomes more complex—emotionally, legally, and financially.
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Includes Credits
This session explores how visual thinking can transform retirement-planning conversations.
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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.
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Introduces the Lead Lifecycle framework and shows how increasing visibility—driven by PlannerSearch—can be turned into a structured growth system.
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Most financial advisors know AI could help them — they just don't have time to figure out where to start.
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Includes Credits
Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold.
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