January Financial Summit

When:  Jan 22, 2026 from 09:00 to 16:45 (PT)
Associated with  San Diego

Event Description

Kick off 2026 with clarity, confidence, and connection.

Start the new year energized, informed, and inspired. Join us Wednesday, January 22, 2026 for a full day of learning, growth, and connection featuring four nationally recognized speakers sharing timely, actionable insights to help you elevate your financial planning practice in the year ahead.


This immersive program is designed to strengthen your expertise, deepen client impact, and connect you with peers who share your commitment to growth and excellence. Events like these are made possible through the generous support of our sponsors. Thank you to our event sponsor, Raymond James Investment Management EFTs, and all of our annual sponsors

Event Details & Agenda

Registration Opens: 8:15 AM
Program: 9:00 AM – 3:30 PM
Networking Social Hour: 3:30 – 4:45 PM

A continental breakfast (fruit, pastries, coffee, and tea) will be available in the morning.
Lunch will be served at noon.

Agenda at a Glance

  • 9:00 AM – Welcome

  • 9:00 – 9:50 AM – Jody Jacobson, Ph.D.

  • 9:50 – 10:10 AM – Announcements & Sponsors

  • 10:10 – 11:00 AM – Michael Finke, Ph.D., CFP®

  • 11:00 – 11:10 AM – Break

  • 11:10 AM – 12:00 PM – Carolyn McClanahan, M.D., CFP® (Part 1)

  • 12:00 – 12:10 PM – Announcements & Sponsors

  • 12:10 – 1:00 PM – Lunch

  • 1:00 – 1:40 PM – Carolyn McClanahan, M.D., CFP® (Part 2)

  • 1:40 – 2:00 PM – Announcements & Sponsors

  • 2:00 – 3:30 PM – Jeffrey Levine, CFP®, CPA/PFS

  • 3:30 PM – Wrap-Up

  • 3:30 – 4:45 PM – Social Hour & Networking

Featured Speakers & Sessions

Jody Jacobson, Ph.D.

Jump Start: Why Knowing Your Thinking Style and Others’ Can Make or Break Success

Discover your personal thinking style and how it shapes communication, collaboration, and success. Through her interactive approach—and your complimentary Thinking Style Assessment—Dr. Jacobson will help you unlock strategies to enhance performance, strengthen teams, and better connect with clients.

Carolyn McClanahan, M.D., CFP®

Planner’s Checklist for Healthcare Expenses in Retirement

Bridge the gap between health and wealth. Dr. McClanahan combines her expertise in medicine and financial planning to guide advisors through the complexities of healthcare costs, insurance options, and longevity planning—ensuring clients’ well-being is integrated into every retirement strategy.

Michael Finke, Ph.D., CFP®

Visualizing Retirement Income Strategies

Go beyond the 4% rule and explore flexible retirement income frameworks that clients can easily understand. Dr. Finke will demonstrate how variable spending and annuity strategies can enhance financial confidence and lifestyle stability through both good and volatile markets.

Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA

10 Essential IRA Planning Strategies for 2026

The IRA landscape is constantly evolving—and mistakes can be costly. Jeffrey Levine will break down ten of the most common and expensive IRA pitfalls, equipping you with the knowledge to help clients avoid unnecessary taxation and stay ahead of changing rules.

Why Attend

  • Learn from nationally recognized experts shaping the future of financial planning.
  • Strengthen client relationships and enhance your professional expertise.
  • Connect with peers and thought leaders who share your passion for growth.

Pricing

  • Members: $149

  • Non-Members: $179

  • Students: $25

Don’t wait until resolutions fade—reserve your spot and start your year with purpose and momentum.

Event Location

Legacy Resort Hotel & Spa
875 Hotel Circle South
San Diego, CA 92108

Not a member? Please scroll below for guest registration. 

Event Image

Event Contact

Lorin Silva

[email protected]

Non-Member Registration

When:  Jan 22, 2026 from 09:00 to 16:45 (PT)
Where:   Legacy Resort Hotel & Spa, 875 Hotel Circle South, San Diego, CA, 92108, US
Community:   San Diego

When & Where



Legacy Resort Hotel & Spa
875 Hotel Circle South
San Diego, CA 92108
US

Jan 22, 09:00 - 16:45 (PT)

  add to calendar

Description

Kick off 2026 with clarity, confidence, and connection.

Start the new year energized, informed, and inspired. Join us Wednesday, January 22, 2026 for a full day of learning, growth, and connection featuring four nationally recognized speakers sharing timely, actionable insights to help you elevate your financial planning practice in the year ahead.


This immersive program is designed to strengthen your expertise, deepen client impact, and connect you with peers who share your commitment to growth and excellence. Events like these are made possible through the generous support of our sponsors. Thank you to our event sponsor, Raymond James Investment Management EFTs, and all of our annual sponsors

Event Details & Agenda

Registration Opens: 8:15 AM
Program: 9:00 AM – 3:30 PM
Networking Social Hour: 3:30 – 4:45 PM

A continental breakfast (fruit, pastries, coffee, and tea) will be available in the morning.
Lunch will be served at noon.

Agenda at a Glance

  • 9:00 AM – Welcome

  • 9:00 – 9:50 AM – Jody Jacobson, Ph.D.

  • 9:50 – 10:10 AM – Announcements & Sponsors

  • 10:10 – 11:00 AM – Michael Finke, Ph.D., CFP®

  • 11:00 – 11:10 AM – Break

  • 11:10 AM – 12:00 PM – Carolyn McClanahan, M.D., CFP® (Part 1)

  • 12:00 – 12:10 PM – Announcements & Sponsors

  • 12:10 – 1:00 PM – Lunch

  • 1:00 – 1:40 PM – Carolyn McClanahan, M.D., CFP® (Part 2)

  • 1:40 – 2:00 PM – Announcements & Sponsors

  • 2:00 – 3:30 PM – Jeffrey Levine, CFP®, CPA/PFS

  • 3:30 PM – Wrap-Up

  • 3:30 – 4:45 PM – Social Hour & Networking

Featured Speakers & Sessions

Jody Jacobson, Ph.D.

Jump Start: Why Knowing Your Thinking Style and Others’ Can Make or Break Success

Discover your personal thinking style and how it shapes communication, collaboration, and success. Through her interactive approach—and your complimentary Thinking Style Assessment—Dr. Jacobson will help you unlock strategies to enhance performance, strengthen teams, and better connect with clients.

Carolyn McClanahan, M.D., CFP®

Planner’s Checklist for Healthcare Expenses in Retirement

Bridge the gap between health and wealth. Dr. McClanahan combines her expertise in medicine and financial planning to guide advisors through the complexities of healthcare costs, insurance options, and longevity planning—ensuring clients’ well-being is integrated into every retirement strategy.

Michael Finke, Ph.D., CFP®

Visualizing Retirement Income Strategies

Go beyond the 4% rule and explore flexible retirement income frameworks that clients can easily understand. Dr. Finke will demonstrate how variable spending and annuity strategies can enhance financial confidence and lifestyle stability through both good and volatile markets.

Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA

10 Essential IRA Planning Strategies for 2026

The IRA landscape is constantly evolving—and mistakes can be costly. Jeffrey Levine will break down ten of the most common and expensive IRA pitfalls, equipping you with the knowledge to help clients avoid unnecessary taxation and stay ahead of changing rules.

Why Attend

  • Learn from nationally recognized experts shaping the future of financial planning.
  • Strengthen client relationships and enhance your professional expertise.
  • Connect with peers and thought leaders who share your passion for growth.

Pricing

  • Members: $149

  • Non-Members: $179

  • Students: $25

Don’t wait until resolutions fade—reserve your spot and start your year with purpose and momentum.

Pricing

registration type
regular

Contact Information

Lorin Silva

[email protected]