Register for Our Upcoming Live and Masterclass Programs
One Day. Three Critical Planning Topics. Practical Strategies You Can Use Immediately.
Join Financial Experts on November 9 in Washington, D.C. for an intensive day of advanced education designed specifically for financial advisors. This exclusive event brings together nationally recognized experts to help you navigate three of the most important planning conversations clients are having today: tax planning, estate planning, and Social Security.
Through real-world case studies and actionable planning strategies, you'll learn how to help high-income clients reduce tax exposure, strengthen estate plans for affluent families, and make more informed Social Security claiming decisions. Every session is designed to provide practical ideas you can immediately implement in your practice.
Featured Sessions
- Tax Planning for High-Income Earners + Roth Conversions with Adam Scherer, MS, CFP®, EA—discover multi-year tax planning strategies, Roth conversion opportunities, and techniques to reduce federal, state, and local tax liabilities.
- Estate Planning for $2–5 Million Households with Alan Gassman and Scott Levin—learn practical approaches to strengthening estate plans, protecting assets, transferring wealth efficiently, and avoiding costly planning mistakes.
- Social Security: What's Next—and What You May Be Missing with Kurt Czarnowski—gain insights into emerging Social Security issues and lesser-known claiming strategies that can improve client outcomes.
Attendees can earn 6 CE credits while learning from some of the industry's leading educators. With attendance limited to just 75 advisors, this event offers an engaging learning environment and meaningful opportunities to connect with peers. Subscribers receive first access before registration opens to the public.
The Day of Financial Experts is a standalone event, making it easy to attend on its own, with the option to extend your stay by adding one or two days at the FPA Summit. Registration is $299, and every registration is backed by a money-back guarantee if the event doesn't deliver value.
Whether you're looking to sharpen your technical expertise, earn CE credit, or bring fresh planning ideas back to your clients, The Day of Financial Experts is your opportunity to invest one day and leave with strategies that can make an immediate impact.
Tax Planning for High-Income Earners + Roth Conversions ET (including Q&A) | View Agenda |
Estate Planning for $2–5 Million Households with Alan Gassman and Scott Levin ET (including Q&A) | View Agenda |
Social Security: What's Next—and What You May Be Missing ET (including Q&A) | View Agenda |
Program Pricing
Purchase Your Pass for Our On-Demand Medicare Masterclass
Mastering Medicare: Learn Your A, B, and Ds with CEs
Join two of our highest-rated speakers for a lively and insightful discussion about Medicare. Plus, they'll show you the five biggest things financial advisors need to know about Medicare to help your clients avoid mistakes.
Who Should Participate: Financial professionals with clients nearing Medicare eligibility or currently enrolled in Medicare, advisors looking for tips to optimize Medicare coverage for clients and evaluate Medicare plans.
| Masterclass Session 1: Preparing for Medicare | View Agenda |
| Masterclass Session 2: Getting to know Medicare | View Agenda |
| Masterclass Session 3: Enrolling in Medicare | View Agenda |
| Masterclass Session 4: How to Avoid IRMAA | View Agenda |
| Masterclass Session 5: Living with Medicare | View Agenda |
Why Should You Attend Our Masterclass Programs?
Distinguish yourself from your competition and strengthen your planning knowledge with our new 4-session Masterclass programs!
Taught by leading subject-matter experts across the financial planning sphere, our Masterclass programs are designed to help you gain a comprehensive understanding of today's most relevant topics, strategies, and tools to improve the probabilities of success for both your clients and your business.
Segments & Quizzes
& On-Demand Content
