Brought to you by the Women & Finance Knowledge Circle: 

Leadership isn’t defined by title or team size—it’s reflected in how you communicate, take ownership, and show up in your work and relationships.

Join executive leadership coach Shannon O’Toole for an interactive session designed to tackle the real challenges leaders face every day—whether you lead a team, collaborate with peers, or are focused on leading yourself more effectively.

We’ll begin by crowd-sourcing the most common leadership challenges from the group—then focus on three high-impact tools to help you lead with greater clarity, confidence, and intention.

In this session, Shannon will introduce practical frameworks to help you:

• Create clarity by setting expectations with yourself and others
• Strengthen feedback by building more open, effective communication in any relationship
• Improve collaboration so you can work more productively across teams, clients, and stakeholders

Each tool is simple, actionable, and designed for immediate use; whether you’re managing a team or navigating your own role within a broader organization.

This session is ideal for advisors, professionals, and leaders at any stage who want to elevate how they think, communicate, and lead—without adding unnecessary complexity.

Shannon O'Toole, Founder

Brought to you by the FPA Latino Knowledge Circle: join us on Friday, May 15th at 12 PM PST for a CFP Exam Success Panel featuring Bryant Rivera Colón and Cindy Randolph, who will share their CFP exam experiences, study strategies, and key tips for success. This informal session is a great opportunity to ask questions, gain practical insights, and connect with fellow FPA Latino Knowledge Circle members preparing for or supporting the certification journey.

Brought to you by the Special Needs Planning Community, when divorce involves children with disabilities, the planning process becomes more complex—emotionally, legally, and financially. Certified Special Needs Divorce Coach Mary Ann Hughes will share insights into the unique challenges these families face, along with key considerations for financial professionals serving clients with special needs in their planning.

Mary Ann Hughes, MBA, Founder and Certified Special Needs Divorce Coach

This session explores how visual thinking can transform retirement-planning conversations. Based on the book Your Retirement Sketchbook, this webinar demonstrates how simple sketches, visual frameworks, and mapping techniques can help advisors communicate complex retirement and longevity concepts more clearly. Hosted by Steve Resch, this practical session focuses on tools advisors can immediately incorporate into client meetings. In this session, advisors will learn how to:

• Use visual frameworks to simplify retirement income and longevity planning
• Improve client engagement and understanding through sketch-based conversations
• Facilitate more meaningful discussions around legacy, risk, and retirement decisions
• Apply practical visualization tools directly in client meetings

Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, CEO of Bryn Mawr Captial Management and Chief Wealth Officer of Byrn Mawr Trust and WSFS

Stephen J. Resch, CLTC, Vice President Retirement Strategies Division

Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, this presentation introduces an educational session on how artificial intelligence is transforming modern tax planning for financial advisors. It explores the evolution of tax planning from a secondary service to a core driver of client value, highlights the limitations of traditional CPA-advisor workflows, and presents a new framework for proactive, dynamic tax planning powered by AI. Attendees will gain insights into identifying advanced tax strategies, modeling multi-year outcomes, and safely collaborating with tax professionals to deliver measurable tax savings and stronger client relationships.  

Lotus Li, CPA, PFP, Founder

Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. MI helps explore your clients' own reasons for change in a collaborative way that puts the clients' interests first. In this presentation, you'll learn what MI is and how to use it in your financial planning practice. MI is composed of four stages, engaging, focusing, evoking, and planning, which integrate nicely into your work with clients. You'll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries. Your clients are already motivated. MI helps your clients identify and strengthen that motivation.

Derek Hagen, CFP®, CFA, FBS®, CFT™, CIPM, Financial Life Planning Consultant, Educator and Speaker