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Evaluation

Breakout Session: Panel

Education Breakout Sessions | Block 5

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

Tuesday, November 4, 2025
11:00 AM - 12:00 PM PDT
Location: Level 2: 254-255
CE: 1 CFP CE Credit(s)
CFP CE
Want to stay ahead of the curve in financial planning? Discover the latest evidence-based insights in psychology, technology, tax, and estate planning that can immediately enhance your client outcomes and elevate your practice. This dynamic panel brings together academic and industry-based researchers who are shaping the future of the profession to help you differentiate yourself as a planner. If you're ready to lead with what works (not just what’s trending), this session is for you.

Learning Objectives:

  • Identify emerging research and innovative strategies in psychology, behavioral finance, technology, tax, and estate planning that are shaping the future of financial planning.
  • Apply evidence-based insights and tools to deliver more personalized client experiences, strengthen planning outcomes, and differentiate your practice.
  • Understand how to consume and contribute to research that informs real-world financial planning and supports continuous professional growth.