Brought to you by the FPA Latino Knowledge Circle, join us for  a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  In January we will be joined by special guest Louis Barajas

Louis Barajas, CFP®, MBA, EA, President and Partner

Brought to you by the PridePlanners Knowledge Circle: 

The Stonewall Generation—today’s LGBTQ+ elders—has left a profound legacy: a  society transformed by one of the most significant expansions of human rights in history. Now, even in the face of an increasingly hostile environment, this remarkable generation also holds the power to protect and even expand the rights it earned for the LGBTQ+community as it represents the single best legacy-giving demographic in history.  Recent data reveals that conservatively $2.7 trillion will flow from the estates of LGBTQ+ individuals in the next 20 years. Currently, only a small fraction of this wealth returns to the organizations working to support our community.  Join us for an exclusive session exploring  the incredible potential of the anticipated LGBTQ+ wealth transfer, the barriers that might be encountered, conversations likely to lead to legacy gifts, and perhaps best of all—what’s in it for you!    

Jerry Chasen, Esq.,

Elizabeth Schwartz, Esq.,

Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

In January, Larry will be joined by Ellen Cookman and they will be discussing Special Needs Trusts

If you have questions ahead of time, you can send them to learning@onefpa.org. 

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP, Pon & Associates

Client events aren’t about logistics — they’re about moments that build trust. The Power of the Moment is a fast-paced, interactive workshop that shows advisors how to design ROM – Return on the Moment™ client experiences that deepen loyalty and spark natural referrals. You’ll learn the core principles behind effective, strategic event moments, map your own business goals to meaningful client experiences, and collaborate with peers to generate fresh, usable event ideas. You’ll leave with clarity, one actionable event concept, and a renewed understanding of how intentional moments drive real business momentum.

Interactive Portion:
Event pathway mapping. Attendees will write down:

1. Their top 1–2 business goals for the next 12 months
2. The client emotions and behaviors that would support those goals
3. The event moments or experiences that could create those emotions/behaviors

Elyse Stoner and Angela York,