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TitleRatingDate and Time
Chris HeyeHow to Discuss Cognitive Decline with Clients
Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning

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Michella DrummondMastering Health Insurance Benefits
Presented by: Michella Drummond and Larry Pon, CPA,

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Bob KeeblerPlanning Now For the 2026 CLIFF
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates

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Alan GassmanPreview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.
Presented by: Alan Gassman, J.D., LL.M., Gassman Law

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Aryn JohnsonUnderstanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires
Presented by: Aryn Johnson, Marsh McLennan Agency

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