2026 Symposium Speaker Materials

  • A Practical Application of CFP Board’s Code and Standards (Dan Candura) – 
  • The Belonging Blueprint (Dennis Moseley-Williams) –
  • Tax Planning Opportunities Under The New “One Big Beautiful Bill” Act (Jeff Levine) –
  • The AI Revolution: Where We Are, What’s Next (Stephanie Aliaga) –
  • Using Trusts as IRA Beneficiaries (Jeff Levine) –
  • College Planning Disrupted – Need-to-know changes from OBBBA (Cozy Wittman) –
  • Tax Planning for Financial Advisors (Catherine Tindall) – 
  • A New Frontier of Solutions for Tax Management (William Bergen & Mary Erwin) – 
  • Resilient Investing: How We Uncover Value In Volatile Markets (Matt McLennan) –