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Leslie Bonci
Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci
Guest Expert: Leslie Bonci, MPH, RD, CSSD, LDN,
Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Chris Heye
How To Leverage AI To Improve Client Conversations
Guest Expert: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Michael Goldman
Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles
Guest Expert: Michael Goldman, CFP®, MA, EP Wealth
Harry
Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D.…
Guest Expert: Harry Mamaysky, Ph.D., QuantStreet Capital
Tom Duffy
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025
CE Eligible
Guest Expert: Tom Duffy

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