April 23, 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:
- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™, TPCP® | Chief Planning Officer
- 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. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. ©2026 Focus Partners Advisor Solutions, LLC. All rights reserved. RO-26-5266152
Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. Focus Partners’ Form ADV Part 2A and 2B and Privacy Statement will be provided as required by law and include a description of fees payable for investment advisory services.
