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Future Proof Festival
September 7 - 10, 2025 / Huntington Beach, CA
Future Proof Festival celebrates financial advisors, wealth management leaders and other financial professionals with an informative and transformative four-day event. Held on Huntington Beach in Southern California, the must-attend gathering showcases VIP speakers on business building, retirement and financial planning, asset management and other critical topics — while featuring networking sessions, live entertainment and podcasts, food pavilions and more.
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August 11, 2025
Most Advisors Are Using Private Investments in Portfolios: EmpowerAnd their use is set to expand to retirement plans for high-net-worth and wealth-advised investors, according to one poll.
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
June 24, 2025
Josh Brown: 10 Tips to Grow Your Influence OnlineHere’s how advisors can stand out from the crowd, while helping their firm grow its business.