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 August, Larry will be joined by Brian Wruk and they will be discussing Canada/US Taxes

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

Brought to you by the Applied Behavioral Economics Knowledge Circle: Understanding your client’s financial psychology is essential for building trust, uncovering true motivations, and guiding them toward meaningful, sustainable goals. Dr. Charles Chaffin will explore how emotions, biases, and identity shape financial decisions and how advisors can use these insights to create deeper, more effective client relationships. By integrating financial psychology into your practice, you not only enhance planning outcomes but also strengthen long-term loyalty.

Dr. Charles Chaffin,

Brought to you by the Applied Behavioral Economics Knowledge Circle: Behavioral finance is often discussed either from an academic lens or through the client-facing experiences of working professionals. What’s missing are more opportunities for academia and firms to collaborate in exploring these unique perspectives. By bridging this gap, research becomes more actionable, practice becomes more evidence-based, and innovation in serving clients accelerates.

Michael G. Thomas, Jr. Ph.D., AFC®, Lecturer in Financial Planning, Housing and Consumer Economics