As 2026 comes to a close, are you making the most of your remaining wealth planning opportunities? In this fast-paced presentation, Ryan Walker, CFP®, CEPA of Meristead Wealth will reveal five timely wealth strategies that affluent investors should consider before December 31. From uncovering tax-saving opportunities and managing concentrated stock positions to retirement tax planning, charitable giving, and strategic wealth transfers, Ryan will highlight potential paths to help reduce taxes, manage investment risk, and position your wealth for 2027 and beyond. Discover why some of the most important financial decisions of the year may still be ahead of you.

After another strong year for stocks, one question matters most: Is this rally healthy enough to stay fully invested? Join Vincent Randazzo, CMT, Portfolio Manager at Tamarisk Capital Management, to learn how to look beyond the major indexes and determine whether the market's strength is being driven by a broad range of stocks or just a handful of leaders. Rather than relying on forecasts or emotion, attendees will learn a rules-based framework that adjusts equity exposure incrementally as market conditions change. The session will also explain how the ETF structure can make tactical portfolio adjustments more tax-efficient than traditional mutual funds, helping investors manage risk without creating unnecessary tax consequences. You'll leave with a practical framework for evaluating market health and positioning your portfolio heading into 2027. 

Learn more about the sophisticated worlds of Merger Arbitrage and Corporate Crossover Bonds, seamlessly blending low-correlation, high risk-adjusted gains in increasingly volatile markets where market breadth is narrow.

In a world where markets appear to be commencing a rotation out of AI-related trades, investors are searching for additional avenues to generate consistent gains amongst the anticipated turbulence.

For those with the expertise to navigate these intricate landscapes, Merger Arbitrage and Corporate Crossover Bonds offer compelling sources of alpha.

Join us in unraveling the allure of these overlooked asset classes, where complexity converges with opportunity in the quest for outperformance.

Bitcoin’s price swings make entry and exit decisions especially challenging. Join Mike Turner, founder of Turner Capital Investments, to explore how the Turner Bitcoin Methodology uses weekly price signals and predefined rules to move among long bitcoin ETFs, inverse ETFs and cash. Learn how confirmation signals, trailing stops and re-entry rules guide decisions—and where the approach can fall short. Rules do not guarantee profits or prevent losses.

Dr. Wish will summarize his GLB setup and demonstrate how he uses it to identify, evaluate and trade promising stocks. He will describe new analyses to determine how the market environment may affect the probability of a profitable trade, and how he controls losses. The session will conclude with the announcement of software he is helping to design with his former student, Richard Moglen, to enable users to replicate his methods. 

Who is the "Small Trader"?

- Contrary Opinion

- Theory vs. Fact Finding

- High Odds Trades

- A Unique Indicator

- The Power of Patterns

- Trading with 75%+ Accuracy  

Jake Bernstein, 60+ year market veteran will show you how to trade with high odds using two POWERFUL totally objective trading tools. Don't miss this major presentation by one of the worlds most followed trading educators and author. 

You’ll discover how to: 
- Evaluate the tax structure of your trading activity 
- Understand when an LLC or other entity may—or may not—make sense 
- Identify potential tax advantages available to qualifying traders 
- Avoid common recordkeeping, entity, and tax-planning mistakes 
- Prepare your trading business for tax season before year-end

Bitcoin ETFs offer ways to participate in rising or falling markets through a brokerage account. But when should investors hold exposure, exit or stay in cash? Mike Turner explains the weekly decision process behind the Turner Bitcoin Methodology and compares direct bitcoin ownership with ETF exposure. Explore how 1x, 2x and inverse ETFs work, why daily compounding matters, and the risks of leverage and relying on weekly exits.

Tight global diesel markets not only raise diesel, but also gasoline prices. Refiners make both products from the same barrel of crude oil and when they receive the market signal for more of one, it often comes at the expense of the other. We'll also discuss what the current diesel crunch means for regional supply resilience and potential policy responses. 

Are alternative investments a way to hedge inflation and access markets that only wealthy people are exposed to, or are they a money pit that might limit access to your wealth or lose your hard-earned dough altogether? Navigating the hot and potentially hostile landscape of deepfake Warren Buffett videos, private equity and credit (funds and direct investment), crypto and precious metals require sober and informed due diligence. In addition to income, we must be concerned with capital preservation (no paper or real-world losses).  Will Rogers famously said, “I’m more concerned with the return of my money than the return on my money.” We can earn an income of 4% safely, with plenty of liquidity while preserving our principal investment, once we learn and implement a few of the tricks that Natalie Pace will share in her session.

SpaceX will become publicly traded on the NASDAQ Stock Exchange on or about June 12, 2026, with the ticker symbol SPCX. The world will likely see its 1st trillionaire crowned on the 1st day of trading (Elon Musk), if the IPO comes in at $1.6 trillion or higher, and stays there. You know you want to buy it. Should you jump in on June 12? Put SpaceX on a Stock Shopping List? Will it show up in one of the technology funds that you already own? Will the Wall Street insiders who have been investing in SpaceX for half a century! use the IPO to sell high and turn their paper profits into hard cash at retail investors' expense?

What happens to traditional diversification during major market declines? This presentation discusses correlation, portfolio risk, and a rules-based investment methodology designed to adapt to changing market environments.