If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits. Ric Edelman will share his new asset allocation model where he will explain why the 60/40 glidepath is dead – and the correct crypto allocation you need to provide each of your clients.

Ric Edelman, Founder

Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession. This presentation will help financial planners be more effective in their efforts to support clients who may have ADHD.  Attendees will learn what ADHD is, how they can recognize signs without engaging in assessment or diagnosis. how ADHD affects finances, and a framework for understanding and troubleshooting common ADHD client issues. Attendees will also learn specific, practical steps they can take to make their practices more ADHD-friendly, which can lead to better client experiences, more enjoyable interactions, and increased referrals. 

Christine Hargrove, Ph.D.

Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan. With seniors today controlling over $14 Trillion in equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.

Join us as we discuss:

• What are the different options for using home equity, and when does it make sense to consider them?
• Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
• Can home equity bring cash flow and income tax efficiencies to a retirement plan?
• Other legacy and generational wealth transfer opportunities.

Brought to you by the Tax & Estate Planning Knoweldge Circle: Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision. This session offers a deep dive into the complexities of marital balance sheets and the embedded tax issues associated with various assets.

Gain practical insights on how to navigate tax benefits, pitfalls, and future financial consequences to help clients achieve equitable and informed resolutions. This session is a must for professionals seeking to balance technical expertise with a client-centered approach.

Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®, Director of Tax Strategies

Easton Price, CFP®, CDFA®, Financial Planner