The Society of Financial Service Professionals' advanced-planning conference (80th anniversary), focused on complex financial-services strategy with immediate practice application.

Lake Nona Wave Hotel

Orlando, FL

February 16, 2026

–

February 19, 2026

All day

Days to go

February 16, 2026

View Recap

Calendar invite includes dial-in & venue details.

featuring

Who you'll hear from

Rachel Sampsell

Maximizing Settlement Value: The Double Tax Trap — introducing Qualified Settlement Funds and the Plaintiff Recovery Trust as a solution to the attorney-fee double tax

Event Details

Date

February 16, 2026

TIME

All day

Format

Conference

location

Orlando, FL

eptc role

Presenter (110-minute session)

Status

Past

More events

August 26, 2026

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Solutions

qualified settlement funds plaintiff recovery trust

Resources

library fees

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FSP Institute (NAIFA)

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