Full Schedule

7:30 AM - 11:00 AM PDT

Registration and Help Desk

8:00 AM - 9:30 AM PDT

Networking and Coffee

Activity

8:00 AM - 10:30 AM PDT

Partner Pavilion

Activity

8:15 AM - 9:00 AM PDT

CFP Board Update

General Session

9:30 AM - 10:30 AM PDT

Bridging the Divide: Tools for Navigating Couples Money Gridlock

– Kahler Financial Group, Inc. - Advanced Wellbeing, LLC

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

9:30 AM - 10:30 AM PDT

Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions

– Appleby retirement Consulting Inc.

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

9:30 AM - 10:30 AM PDT

Neurodivergent Planners Knowledge Circle: Thriving as a Neurodivergent Financial Planner - Tools, Tactics, and Honest Talk

– White Lighthouse Investment Management

Knowledge Circle

9:30 AM - 11:30 AM PDT

CFP Ethics: Code of Ethics and Standards of Conduct

CE: 2 CFP CE Credit(s)

10:30 AM - 10:45 AM PDT

Break

10:45 AM - 11:45 AM PDT

Family Caregiving, Dementia, and Aging Planning-Addressing the Human Side of Financial Planning

– Care Right. Inc.

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

10:45 AM - 11:45 AM PDT

Navigating the Longevity Landscape: A Fresh Look at Long-Term Care Planning & Insurance

– Steadfast Insurance LLC

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

10:45 AM - 11:45 AM PDT

International Knowledge Circle: Your Client Is Leaving the US! Now What?

– About Life & Finance

Knowledge Circle

11:45 AM - 12:00 PM PDT

Break

12:00 PM - 1:00 PM PDT

Animal Spirits: Center Stage at FPA Annual Conference 2025

– Ritholtz Wealth Management

General Session