July 14, 2026 | 12 p.m. CST

In today’s evolving financial landscape, advisors are expected to deliver deeper expertise, faster answers, and more strategic guidance than ever before.

Join us for a 45-minute session focused on the key trends reshaping today’s financial planning landscape. Chief Planning Officer Jeffrey Levine will share his perspective on where the industry is headed, the challenges advisors are currently facing, and the emerging opportunities that are influencing client conversations in the world of advanced planning.

This session is designed for advisors looking to strengthen planning capabilities, streamline workflow, or deliver a more personalized client experience. You’ll also get an inside look at the specialized support Focus Partners Advisor Solutions advisors receive from our Advanced Planning Team—the strategies, resources, and leadership that help them deliver more confident, personalized planning.

Register Now

Meet the Team:

• Ben Slater, CFS®, CEPA® | Managing Director– West at Focus Partners Advisor Solutions
• Sean Brooks, AIF®, CEPA® | Managing Director – Central at Focus Partners Advisor Solutions

Services are offered through Focus Partners Advisor Solutions, LLC (“Focus Partners”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Advisor Solutions or its representatives. Prior to January 2025, Advisor Solutions was named Buckingham Strategic Partners, LLC. Advisor Solutions has been part of the Focus Financial Partners partnership since 2007. For investment professionals only. Not for further distribution. The information provided is educational and general in nature. The information contained herein does not purport to present a complete picture, but Focus Partners believe the information is representative of issues and needs facing some advisors and why they may seek our services. The above information does not serve as the receipt of, or substitute for, personalized individual advice. ©2026 Focus Partners Advisor Solutions, LLC. All rights reserved. RO-26-5129703

Focus Partners Advisor Solutions

When advisors work with Focus Partners Advisor Solutions, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Focus’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.