Experience 2026—Fort Lauderdale
On-Demand

This course helps financial professionals recognize hidden risks that traditional planning often overlooks and introduces practical ways to add value through better questions, collaboration, and informed referrals. Participants will gain awareness of the real human factors that influence portfolios, client decisions, and long-term relationships — positioning advisors as trusted, holistic partners in an increasingly complex planning landscape.

Learning Objectives:

• Identify how aging, caregiving, and dementia create financial and planning vulnerabilities.

• Recognize the emotional, physical, and financial toll on family caregivers.

• Understand common misconceptions about aging-at-home and senior care costs.

• How to ask more effective questions to uncover hidden client challenges.

• Understand how caregiving impacts careers, health, and wealth.

Looking to build capacity and streamline processes to scale your business? Join Sarah Mouser of Verdence Capital Advisors and Anna Fransen of IronBridge Wealth Counsel to learn how they have developed and implemented platform processes, centralized support to increase advisor capacity, enhanced service offerings to add value to client relationships, and expanded advisory teams to support growth and succession needs. This session also highlights strategies for increasing capacity to focus on high-value expertise, empowering support staff as subject matter experts, implementing efficiencies through data-driven process development, and recruiting and hiring next-generation talent with defined career paths.

Learning Objectives:

• Strategies to implement at multiple stages of growth to scale.

• How to build a career track to attract and retain talent for depth of subject matter expertise and potential internal succession planning.

• Recruiting, hiring, and training tips.

This presentation explores how charitable planning is evolving from a transactional exercise into an intentional act of design—shaped by human psychology, demographic change, and an expanding set of legal and planning tools. Rather than focusing solely on tax efficiency or institutional philanthropy, the session reframes generosity as something that must be architected to align with the donor’s values, family dynamics, and desired impact. Drawing on emerging trends in giving, modern alternatives to traditional charity, and a fresh look at both new and established tools, the presentation examines the tradeoffs inherent in today’s philanthropic decisions. Attendees will leave with a clearer understanding of how to help donors design giving strategies that are personally meaningful, structurally sound, and responsive to the realities of modern wealth, governance, and advisory practice.

Learning Objectives:

• Reframe charitable giving around the donor, not just the donee. Participants will explore how generosity affects donor well-being, identity, family dynamics, and meaning, and how charitable planning can be intentionally designed to benefit the giver while still advancing social impacts.

• Recognize how demographic shifts are reshaping charitable behavior and tools. Participants will examine how generational, cultural, and life-stage differences are driving changes in how people give, what they support, and why traditional institutional philanthropy no longer fits all donors.

• Compare traditional, alternative, and hybrid structures for expressing generosity. Participants will learn how and when to use charitable vehicles (CRTs, CLATs, life insurance), non-charitable alternatives (B corporations and purpose trusts), and quasi-charitable entities (501(c)(4)s), with an emphasis on real-world tradeoffs rather than theoretical optimization.

• Understand the advisor’s evolving role in designing modern generosity. Participants will evaluate how charitable planning can deepen client relationships and differentiate advisory practices, while also introducing tensions around asset management, control, and long-term relevance.

The passage of the One Big Beautiful Bill Act (OBBBA) has reshaped the tax and financial planning landscape, creating both new opportunities and new challenges for advisors and their clients. This session will focus on using visuals to conceptualize and simplify various planning strategies that will apply to diverse client groups, such as young families, young professionals, business owners, and high-income/high-net-worth individuals who are focused on "planning with purpose" by using philanthropic and multigenerational tax planning strategies to reach their immediate and long-term goals.

Learning Objectives:

• Identify key provisions of the OBBBA that significantly alter individual, business, and multigenerational tax planning strategies.

• Understand how visuals can be used to simplify and communicate complex planning concepts for diverse clients—ranging from young families and professionals to business owners and high-net-worth individuals.

• Evaluate tax-efficient approaches to "planning with purpose," including philanthropic giving, legacy design, and multigenerational wealth transfer strategies under the new rules.

Learn how today’s financial criminals use cyberattacks to target affluent individuals through sophisticated scams such as pig butchering, account takeovers, and business email compromise (BEC). In this session, a Secret Service agent will share real-world insights into how these schemes operate, the warning signs advisors and wealth managers should recognize, and the steps firms can take to better safeguard client assets. Attendees will leave with practical knowledge to strengthen fraud awareness, improve client education, and respond more effectively to emerging threats.

Learning Objectives

• Identify the common tactics and red flags associated with scams such as pig butchering, account takeovers, and business email compromises.

• Evaluate vulnerabilities in client communication and account security that may increase exposure to financial fraud.

• Apply practical risk-mitigation and client education strategies to help prevent, detect, and respond to financial scams.

The economy never sleeps, and neither can your business. As the United States navigates new policies under the Trump White House, and the European Union and United Kingdom wrangle over Brexit, energy, and immigration, Todd Buchholz explains the forces that will determine whether the economy climbs higher — and what that means for you.

Learning Objectives:

• Learn how White House policies on trade, regulation, and Federal Reserve Board policy are impacting the economy.

• See how the latest gyrations in the stock market and interest rates are altering long-term growth prospects and the financing of businesses.

• Discover how demographics, technology, and globalization are reshaping the future for the United States and countries throughout the world.

• Pinpoint the signs of stock market rallies, and the warning signs of slumps.

• Identify the political pressures from trade, debt, and interest rates on the United States, European Union, and China.

Join retirement researcher David Blanchett and financial advisor Moe Allain for a timely fireside chat exploring why inflation-adjusted spending typically declines over the course of retirement, and what that reality means for how individuals save, invest, and draw income. The conversation will unpack the data behind changing retiree spending patterns, the ongoing impact of inflation and healthcare costs, and how these trends should shape asset allocation decisions before and during retirement. Attendees will come away with practical insights to help better align retirement strategies with how people actually spend later in life.

Learning Objectives:

• Explain the pattern of inflation-adjusted spending in retirement and findings on why retirees outlays tend to decline over time.

• Describe the interaction between inflation risk and retirement spending needs, especially the role of healthcare costs that often rise faster than broad inflation.

• Assess how declining real spending patterns should influence pre-retirement savings rates and portfolio asset allocation decisions.

• Evaluate strategies for sequencing retirement income and spending, including the roles of guaranteed income sources verses market-dependent withdrawals.

• Identify planning implications of the "retirement spending smile" and how spending needs shift across retirement stages.

U.S. citizens living abroad face complex financial, tax, and investment challenges that differ significantly from those of other expatriates. This session provides a practical overview of the most critical do’s and don’ts — from avoiding PFIC pitfalls and maintaining tax compliance to making informed decisions about retirement accounts, insurance, and long-term financial commitments. Attendees will gain clear, actionable guidance to help globally mobile clients navigate cross-border planning with confidence.

Learning Objectives:

• Identify key tax and investment pitfalls facing U.S. citizens abroad, including PFIC exposure.

• Evaluate appropriate insurance and retirement account strategies for expatriates.

• Explain ongoing U.S. tax filing and reporting obligations for Americans living overseas.

• Assess the financial implications of changes to residency, domicile, or citizenship status.

• Analyze planning considerations related to equity compensation and asset location decisions.

This session will explore both the academic underpinnings and practitioner perspectives of some of the most important topics in retirement income planning today. This is designed to be a highly interactive session where attendees will select the order of the topics discussed and be encouraged to engage throughout the adventure!

Topics:

1. Longevity Assumptions in a Financial Plan

2. Considerations for Optimal Claiming of Social Security Retirement Benefits

3. Lifetime Income Annuities: Love em and/or Hate em?

4. Success Rates as an Outcomes Metric

5. Investing for Income in Retirement

6. Inflation: An underappreciated threat to retirement security?

Learning Objectives:

• Evaluate the role of longevity assumptions in financial planning and their impact on retirement income strategies.

• Assess the key considerations for optimal Social Security claiming strategies, including how timing and tax implications influence overall retirement income.

• Analyze the advantages and disadvantages of lifetime income annuities, and explore the factors that influence whether they are suitable for certain retirees.

• Examine success rates as an outcomes metric in retirement planning, and understand how to use them to evaluate the effectiveness of retirement income strategies.

• Explore investment strategies designed for income generation in retirement, focusing on risk management and the need for stability in later years.

• Understand the potential impact of inflation on retirement security and develop strategies to mitigate its risks in long-term retirement plans.

Oscar Vives

Executive Financial Planner, Sensible Money

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David Blanchett

Managing Director and Head of Retirement Research, PGIM DC Solutions

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David Armstrong

Director of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com

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Roth IRAs are a staple of retirement planning, but the nuances behind contributions, conversions, and distributions continue to trip up taxpayers and advisors alike. This session cuts through the confusion, breaking down when Roth strategies make sense—and when they don’t. This session will cover traditional and backdoor Roth contributions, Roth conversions, mega-backdoor strategies, and the real-world impact of Roth distributions, with a focus on practical planning insights advisors can use with clients right away.

Learning Objectives

• Understanding whether contributions to a Roth or a traditional account are more appropriate.

• Describe the three key tests to know if a Roth conversion is right for you.a

• Explain what a backdoor conversion really is, and how to make sure it is conducted correctly.

• Describe the tax rules when withdrawing from a Roth IRA, including inherited Roth IRAs.

Executive compensation often represents a significant portion of an executive’s wealth, yet it can introduce complex tax considerations, liquidity constraints, and concentrated stock risk. This session explores how financial professionals can help clients integrate equity compensation—such as stock options, restricted stock, deferred compensation plans, and employee stock purchase plans—into a comprehensive retirement funding strategy. Participants will learn how to evaluate the tax implications of various compensation structures, identify diversification and liquidity strategies, and understand the role of specialized techniques such as net unrealized appreciation (NUA). By the end of the session, attendees will be better equipped to guide clients in managing concentrated employer stock positions while aligning executive compensation with long-term retirement, tax, and wealth transfer goals.

Learning Objectives

• Evaluate the key types of executive compensation—including stock options, restricted stock/RSUs, deferred compensation plans, and ESPPs—and their role in retirement planning.

• Assess tax considerations and planning strategies associated with executive compensation, including option exercise strategies, Section 83(b) elections, and NUA.

• Develop strategies to manage concentration risk and liquidity needs while integrating employer stock and executive compensation into a diversified retirement income plan.