Full Schedule

7:30 AM - 4:30 PM PDT

Registration and Help Desk

8:00 AM - 9:30 AM PDT

Networking and Coffee

Activity

8:00 AM - 5:00 PM PDT

Partner Pavilion

Activity

9:30 AM - 10:30 AM PDT

AI with Intent: Using Intelligence Ethically, Effectively, and Authentically

– Informa Connect

– Wealth Management/Fintech

– The American College Maguire Center for Ethics in Financial Services

– CogniCor

– QuantStreet Capital

General Session

11:00 AM - 12:00 PM PDT

Ahead of the Curve: Psychology, Technology & Planning Strategies That Set You Apart

– University of Georgia

– Liberty University School of Law

– Wolfbridge Wealth

– eMoney

Breakout Session: Panel

CE: 1 CFP CE Credit(s)

11:00 AM - 12:00 PM PDT

Building a Strong Bench to Scale Your Business

– Verdence Capital Advisors

Breakout Session: Lecture

11:00 AM - 12:00 PM PDT

Reviewing the Tax Return for Financial Planning Opportunities

– Cerity Partners, LLC

Breakout Session: Workshop

CE: 1 CFP CE Credit(s)

11:00 AM - 12:00 PM PDT

Knowledge Circle

11:00 AM - 12:30 PM PDT

Financial Planning Challenge: How Do You Know

Financial Planning Challenge

12:00 PM - 1:30 PM PDT

Lunch

Activity

12:45 PM - 1:15 PM PDT

The 80% Challenge: Enhancing Financial Planning for the Women's Wealth Transfer

Location: Partner Pavilion Classroom

– Tower View Wealth Management

30-Minute Kickstart

CE: 0.5 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT

Critical Insights for Advising Clients on Rental Income Properties with a FAQ on 1031-721 exchanges

– The Real Estate Whisperer Financial Planning

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT

Navigating Tax Law Changes: Financial Planning Opportunities for 2026

– Cerity Partners, LLC

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT

Your Practice, Your Voice: How Public Policy Shapes the Financial Planning Profession

– Financial Planning Association

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT

Women & Finance Knowledge Circle: Embracing Leadership

– Law & Associates Wealth Advisor

– Raymond James Financial Services

Knowledge Circle

1:30 PM - 3:30 PM PDT

CFP Ethics: Code of Ethics and Standards of Conduct

CE: 2 CFP CE Credit(s)

2:15 PM - 2:45 PM PDT

Stories that Inspire: The Secret to Impactful Leadership

Location: Partner Pavilion Classroom

– Dawn Herscher, Inc.

30-Minute Kickstart

CE: 0.5 CFP CE Credit(s)

2:30 PM - 3:00 PM PDT

Break

3:00 PM - 4:00 PM PDT

Applied Behavioral Economics Knowledge Circle: From Overlooked to Overbooked - How to Build a 7-Figure+ Advisory Business

– Success for Advisors

– White Lighthouse Investment Management

Knowledge Circle

3:00 PM PDT

The Hardest Conversation: Helping Clients Move Past Estate Planning Roadblocks

– Your Financial Personality

Breakout Session: Workshop

CE: 1 CFP CE Credit(s)

3:00 PM - 4:00 PM PDT

351 Exchange Funds

– Cambria Investments

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

4:15 PM - 5:00 PM PDT

Looking Back, Moving Forward: 25 Years of FPA

General Session

5:00 PM - 6:00 PM PDT

Networking Reception

Activity

8:00 PM - 10:00 PM PDT

Closing Night Party

Activity