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Rethinking Strategic Support
Webcast | September 23, 2025
Join our media partner InvestmentNews and thought leaders Azish Filabi, JD, MA, Lindsey Lewis, MBA, ChFC®, CFP®, and Kaylee Ranck, PhD for an exploration of Gen Z’s career motivations and strategies for building trust in the workplace.

Future & Foundation: A Community Webcast
Webcast | September 24, 2025
Join us as we bring together alumni, students, and friends to celebrate our accomplishments, ongoing initiatives, and future goals. Plus, get an inside look at our innovative programs with President and CEO George Nichols III, CAP®.

Introduction to Special Needs Planning
Webcast | October 14, 2025
Join Joellen Meckley, JD, MHS, ChSNC® and Thomas Brinker, JD, LLM, PFS/CPA, AEP®, ChFC® on day one of the Virtual Advanced Special Needs Planning Symposium as they provide listeners with a foundational understanding of special needs planning.

Key Special Needs Insights
Virtual Event | November 5, 2025
The Advanced Special Needs Planning Symposium offers two days of special needs planning sessions. Join us Wednesday, November 5, 2025, at 12:00 p.m. ET for day two with a discussion of advanced concepts including tax, estate planning, and more!

President’s Dinner
Live Event | November 13, 2025
Join us for the annual President’s Dinner in Philadelphia, where we’ll celebrate how our mission, vision, innovation, and dedication are shaping the future of financial services — and how the generosity of our supporters makes it all possible.

Alumni & Volunteer Breakfast
Live Event | November 14, 2025
Join us for breakfast after the President’s Dinner as we explore Succession Planning from Both Sides of the Desk. Whether you're preserving client legacies or the future of your own practice, this conversation is one you won’t want to miss.