2025 United Planners' National Conference

Last month, Nicole, Brandon, and Suzy spent a few days in Arizona attending our broker-dealer United Planners' annual National Conference. The conference offered a valuable opportunity to take a step back and gain a broader perspective on the latest platform enhancements and emerging tools. Many of these innovations are designed to elevate advisor productivity, enhance client engagement, and improve overall operational efficiency.

They explored both current and potential tools that could be integrated into our day-to-day advisory workflows. Resources that can maximize our efforts and better support our clients. Time was also well spent ensuring we’re up to speed on compliance expectations and evolving regulatory standards, which remain a critical foundation for our work.

Additionally, they revisited important updates around Social Security—an area that continues to play a pivotal role in many of our clients’ strategic retirement planning. It was a helpful refresher that will strengthen the guidance we provide.

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