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Currence Annual Conference

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Elevate Community, Efficiency, and Influence

Dive into strategies that expand your network, boost efficiency, and enhance your impact.

Elevate Your Expertise

Deepen your understanding of enrollment, learn from top strategists, and master practice management.

Maximize Your Impact

Enhance your ability to influence and inspire clients, leading to greater satisfaction and growth.

Optimize Your Practice

Streamline your workflow, increase efficiency, and achieve consistently better results.

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June Market Update: Navigating Sticky Inflation and Strong Corporate Earnings

The financial landscape continues to present a mix of strong corporate performance and stubborn macroeconomic crosscurrents. While corporate earnin...

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When a Traditional Sale Does Not Fit: The OldCo / NewCo Strategy for Asset-In...

Most business owners assume they will eventually sell. But for many, the most obvious exit paths do not fit. No qualified outside buyer. Successors...

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Smarter Financial Tools: How We Use Options to Protect Your Everyday Goals

When most people hear the word “options,” they think of high-risk stock market gambling. But in the world of professional wealth manage...

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May Market Update: Navigating Global Shifts with Discipline

Economic news kept markets moving dynamically over the last few weeks. Inflation data came in higher than expected, while technology earnings conti...

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What Is Your Business Really Worth? Why Owners Need a Current Value Before Th...

Most business owners have a number in their head. It may come from a conversation with a CPA. It may come from what a competitor sold for. It may c...

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Monthly Market Update: April 2026

The Big Picture This month, the financial landscape moved from a period of high tension to one of renewed optimism. Geopolitical events in the Midd...

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ESOPs Explained: A Practical Option for Business Owners Planning an Exit

If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...

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2026 March Market Update: Discipline through the Noise

The financial markets are navigating a complex period marked by geopolitical tension and shifting economic data. While headline volatility can be u...

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Business Owner Priorities Today: Control, Resilience, and Optionality

Many business owners today are not asking about exit timing. They are asking about control. They want confidence that the business can absorb press...

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Tomoro Planning Insight: Your College Planning Roadmap

At Tomoro, we view college planning not as an isolated savings goal, but as a significant event within your broader financial ecosystem. Our philos...

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