View our Agenda
Fort Lauderdale, 2026
Choose Your Track
Investment Excellence – Build (CIMA®)
This track will focus on investment-related themes relevant to building and managing portfolios in evolving market environments. Sessions are designed to support informed decision-making and professional growth across a range of investment considerations.
Wealth Mastery – Structure (CPWA®)
This track will explore advanced wealth management concepts related to structuring client solutions across complex financial needs. Sessions will address key considerations relevant to high-net-worth and ultra-high-net-worth client planning.
Retirement Security – Retire (RMA®)
This track will examine themes related to retirement planning and long-term income strategies. Sessions will address considerations for helping clients prepare for and navigate retirement with confidence.
Practice & Client Evolution
This track will focus on evolving practices, client expectations, and professional development. Sessions will explore approaches to adapting strategies, services, and engagement in a changing industry landscape.
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Speaker: David York, Esq., CPA, Managing Partner, York Howell
This presentation explores the evolving landscape of philanthropy, highlighting how shifting demographics, new giving vehicles, and changing donor priorities are reshaping charitable engagement. It emphasizes that advisors have a critical role in helping clients navigate this environment by aligning philanthropic goals with tax-efficient strategies, legacy planning, and impact-focused approaches. The discussion underscores the importance of understanding both traditional structures and emerging tools to guide clients effectively. Ultimately, it positions advisors as key partners in helping families translate their values into enduring charitable impact.
Learning Objectives:
- Understand the modern shift from traditional charity to blended-purpose planning. Participants will be able to explain the evolution from the old bifurcated model of “business over here, philanthropy over there” to a unified framework in which purpose, mission, and enterprise operate together, grounded in concepts such as Carnegie’s "The Gospel of Wealth" and today’s purpose-driven business structures.
- Evaluate and apply emerging legal structures and advanced planning tools to achieve integrated social and financial objectives. Participants will learn the practical uses, advantages, and limitations of B-corporations, purpose trusts, 501(c)(4) entities, beneficiary well-being trusts, and program- or mission-related investments, and will be able to apply these tools to client scenarios to align governance, tax strategy, and long-term impact.
- Use charitable-planning strategies to broaden advisory offerings and meet clients’ evolving philanthropic goals. Participants will understand how to leverage modern charitable vehicles and hybrid structures to address shifting donor priorities (such as impact-driven giving, social-enterprise support, succession-aligned philanthropy, and multigenerational purpose) thereby expanding the advisor’s toolkit and enhancing client outcomes.
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Reserve Your Seat
Join 600+ attendees from all business channels. Experience is the only advisor conference that truly reflects the advice profession it serves. Attendees represent every advisory channel including wirehouses, independent advisors, RIA, and executives that support the industry.
