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Advisor Today has the largest circulation among
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Upcoming Event Snapshot

Webinars & Events

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This Webinar is brought to you by
American Cancer Society-npan

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

Tuesday, June 10, 2025

12:00 PM ET

How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.
Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.

 

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Holy Grail Webinar

This Webinar is brought to you by
Ash_Brokerage

The Holy Grail of Income Planning

Tuesday, June 24, 2025

12 pm eastern

In this session, we’ll explore how to elevate retirement advice beyond traditional financial discussions by developing intuitive, consultative skills that speak to the emotional side of the client’s decision-making. This refined approach builds trust more quickly, makes prospective clients feel genuinely heard, and creates a sense of urgency—minimizing costly delays that can hinder firm growth. We’ll also cover key tax strategies, including Roth conversions, the impact of IRMAA on healthcare costs, and planning for longevity.
 

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State of NAIFA Q3 2025

Thursday, June 26, 2025

12:00 PM ET

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

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This Webinar is cosponsored with
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Educational Webinar

Wednesday, August 6, 2025

12:00 PM ET

Topic: Social Security

Registration and details coming soon.


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This Webinar is brought to you by
commonwealth

Educational Webinar

Tuesday, August 12, 2025

12:00 PM ET

Details and registration coming soon.


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This Webinar is brought to you by
American Cancer Society-npan

Educational Webinar

Tuesday, September 9, 2025

12:00 PM ET

Details and registration coming soon.


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This Webinar is brought to you by
American Cancer Society-npan

Educational Webinar

Wednesday, November 12, 2025

12:00 PM ET

Details and registration coming soon.


NAIFA-FSP-LH

This Webinar is brought to you by
Ash_Brokerage

Educational Webinar

Wednesday, November 19, 2025

12 pm eastern

Details and registration information coming soon.


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This Webinar is brought to you by
Principal Financial_logo

Educational Webinar

Wednesday, December 3, 2025

12:00 PM ET

Details and registration coming soon.


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FSP Institute

February 17-20, 2026

Orlando, Florida

Join us for the 80th year of this powerful educational event where you’ll collaborate with world-class faculty and industry leaders to raise your game—enhance your expertise, elevate your level of client service, and raise your professional profile.

 

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