Brought to you by the Women & Finance Kbowledge Circle: 

As the year winds down, we’re exploring a book that meets us right where many of us are—balancing careers, clients, families, and our own seasons of change. In Wintering, Katherine May reframes difficult periods as natural, cyclical “winters” that invite rest, reflection, and intentional renewal. It’s a timely, compassionate read for advisors who carry so much for others—and could use a practical, human framework for caring for themselves, too.

What we’ll discuss (light prep, rich conversation) - if you decide to join, please be prepared to have your video on and are ready to engage in active conversation:

• How “wintering” shows up in our work and lives—and how to normalize it for ourselves and our teams
• Personal rituals and boundaries that sustain us through busy seasons (and how to make them stick)
• The advisor’s role: holding space for clients in their winters without burning out
• Practical resets to finish 2025 well and enter 2026 with clarity

Format:

• Group discussion

How to prepare:

• Read Wintering (or listen to the audiobook)
• Jot one passage that resonated and one practice you’d like to try this winter
• Purchase options:
• Amazon: https://www.amazon.com/Wintering-Power-Retreat-Difficult-Times/dp/0593189485
• Goodreads: https://www.goodreads.com/book/show/52623750-wintering

Gretchen Halpin, Co-Founder

If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits. Ric Edelman will share his new asset allocation model where he will explain why the 60/40 glidepath is dead – and the correct crypto allocation you need to provide each of your clients.

Click here to submit a question to be answered during the live Q & A. 

Ric Edelman, Founder

Brought to you by the Speical Needs Planning Community, speaker Liz Yoder will discuss the great features and benefits of ABLE accounts for Special Needs Planning. She will also be discussing important updates since the passage of the recent OBBBA tax law.

Elizabeth Yoder, CFP®,

Brought to you by the Applied Behavioral Economics Knowledge Circle, Join us for an engaging session with Dr. Charles Chaffin—author of The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters—where we’ll explore how behavioral economics intersects with goal-setting, purpose-driven action, and financial planning. Dr. Chaffin draws on cognitive, emotional, and financial dimensions to help individuals and organizations move from “scattered effort” to focused, meaningful achievement. (Dr. Charles Chaffin)

During the call we’ll dive into:

• How behavioral biases, motivation, and identity shape goal-setting and pursuit.
• Frameworks for advisors to engage clients around meaningful goals beyond traditional financial targets.
• Organizational implications: aligning culture, performance, and purpose through goal-based planning.
• Practical coaching tools and decision-making strategies that support resilience and fulfilment in client lives.

Whether you’re an advisor, planner, or leader interested in the behavioral side of goal-based outcomes, you’ll come away with insights you can put into practice right away.

Dr. Charles Chaffin,

Brought to you by the FPA Latino Knowledge Circle, join us for the first of a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  Our first guest will be Maria Castillo Dominguez, former host for the Knowledge Circle.

Maria Castillo Dominguez, MS, CFP®,

Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

Amy Mullen, CFP®, President

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

D. Crystal Alford-Cooper, CFP®, CDFA™, CRC®, Vice President of Planning

MRI™ revolutionizes risk tolerance by delivering a risk score that truly breaks new ground. MRI also uncovers client biases and behaviors, giving advisors actionable insights to build stronger relationships and drive better outcomes.

Demo MRI here. 

New FPA Member Benefit: Exclusive 10% Savings on the Money & Risk Inventory™ (MRI) Core

Dr. Charles Chaffin,

Dr. Brad Klontz, Psy.D., CFP®, Founder, Financial Psychology Institute® and Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business