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• A
• A Comprehensive Approach to Year-End Tax Planning

  
  Favorite
  Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R) – Goals Gap Planning, LLC ### 684759###Speaker
• A Decade of Disruption: Looking Backward and Forward at the Modern FinTech Landscape
  Favorite
  Anthony Stich – NaviPlan by Advicent ### 811716###Presenter
• Academic Research Presentations (JFP/AFS), Part 1

  
  Favorite
  Yuanshan Cheng, PhD, CFP, CFA, FRM – Winthrop University ### 430376###Author @@@ Samantha Lamas – Morningstar ### 830588###Author @@@ Andrew Scott – Saint Mary's University of Minnesota ### 830589###Author
• Academic Research Presentations (JFP/AFS), Part 2

  
  Favorite
  Sarah D. Asebedo, PhD, CFP® – Texas Tech University ### 175283###Author @@@ Philip Gibson, PhD, CFP® – Winthrop University ### 421583###Author @@@ Michael Finke – The American College of Financial Services ### 261142###Author
• Academic Research Presentations (JFP/AFS), Part 3

  
  Favorite
  Michael Leung – Morningstar, Inc. ### 830590###Author @@@ Derek Tharp, PhD, CFP, CLU – University of Southern Maine ### 430372###Author @@@ Greg Geisler, PhD, CPA – Indiana University-Bloomington ### 423382###Author
• Advisory Firms in 2030: The Innovation Imperative
  Favorite
  John D. Anderson – SEI ### 513037###Presenter
• African American Knowledge Circle
  Favorite
• Age of the Bionic Advisor
  Favorite
  Michael Betz, CFP® – Black Diamond Wealth ### 880841###Presenter
• AI-Powered Video Generation Automated, Scalable
  Favorite
  Bryon Evje – Life Arc/Financial Architects & Consulting ### 880842###Presenter
• An Asset Relocation Story for Funding Retirement Longevity

  
  Favorite
  Curtis V. Cloke, RICP®, AdjunctInstructorwithTheAmericanCollegeofFinancialServices, Series65licensed, Fiduciary – Thrive Income Distribution System, LLC. ### 559873###Speaker
• Annual Conference Party
  Favorite
• Are You Helping Your Clients Efficiently Plan For Longevity?

  
  Favorite
  Greg Goin, CFP, CLU, CRPC – Allianz Life ### 811642###Presenter
• Are You Setting the Stage for Team Member Ghosting?
  Favorite
  Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator – Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com ### 273078###Speaker @@@ Sarah E. Dale, Certified Generations Professional; DISC and Motivators Navigator certified – Performance Insights ### 273079###Speaker
• Artificial Intelligence and the Future of Work
  Favorite
  Sheelah Kolhatkar ### 802474###General Session Speaker
• Ask Anything!
  Favorite
  Kevin Clark, CFP®, CIMA® ### 877130###Panelist @@@ Emily Purdon, CFP®, EA ### 877131###Panelist @@@ Joseph Stemmle, CFP®, CRPC® ### 877132###Panelist
• Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance?
  Favorite