February 17-20
Lake Nona Wave Hotel
Orlando, Fla.
The FSP Institute is an advanced planning experience designed for financial professionals looking to elevate their practices to new heights. It is a high-impact, collaborative event that features some of the leading experts as instructors facilitating conversations and sharing their knowledge and insights. Sessions will focus on such topics as advanced tax strategies, the impact of new legislation on college-funding strategies, financial ramifications of elder care, and many others all led by leaders in their fields. Register today.
Featured sessions at this year's institute include:
- "A New Look at Life Insurance and Annuities in Retirement Planning," by Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®
- "Will Social Security Be There When I Need It?" by Bradley Hardin, RSSA
- "Housing Wealth Integration for Financial Planners," by George Bain
- "2026 Market & Economic Outlook," by Jay D. Hatfield
- "Avoiding Double Taxation and Preserving Settlement Value Through Strategic Fiduciary Planning," by Rachel McCrocklin, CFP, CeFT
- "College Planning Disrupted - Need-to-Know Changes from the New Budget Bill," by Cozy Wittman
- "Elevating Your Practice – Issues in Aging, Synergy with Aging Life Care Professionals®," by Spencer Brown, MSG, LNFA, CMC
- "Leading in the New Retirement Era: Prepare for What Changes Hands--and What Doesn't," by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI
The Institute is a can't-miss event. But don't take our word for it. Here is what regular attendee and past Society of FSP President Mike McGlothlin says about it.




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