Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this. In this class, you'll learn how to effectively convey the need, recognize when it's time to begin the search for solutions, and understand the mechanics of the various types of long term care insurance products. You will understand the tax advantages of the various products, and how to leverage these in your clients favor. 

Disclaimer:
The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

Kerry Peabody, CLTC, CLU,

Brough to you by the Applied Behavioral Economics Knowledge Cirle, this session explores the growing trend of Americans considering life abroad, delving into the financial complexities and psychological factors that planners must understand to support globally mobile clients.

Matt Goren, Ph.D., CFP®, Chief Strategy Officer

This presentation will completely change everything you ever thought about how estate planning can help you grow your financial practice, increase AUM, add life insurance sales, and improve the lives of client families. Prepare to be shocked when you understand how easy it really is!

Mark O'Farrell, BA, CFP®, CLU, ChFC, TEP, CEA, CEO

In this session brought to you by the International & Cross-Border Planning Knowledge Circle, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors. We’ll also take a closer look at the world’s 10 wealthiest countries, the growing importance of domicile diversification, and how these trends are influencing the investment migration industry. Whether you advise clients, manage private wealth, or shape cross-border strategy, this webinar will provide valuable insights and trends.

Rory McDaid, Managing Director Private Clients

This webinar presents findings from Kansas State University's survey focused on practitioner challenges and opportunities in the financial planning profession, with a special emphasis on client psychology competencies. Unlike traditional surveys that center on compensation or firm-level trends, this study captures relevant insights into the emotional, relational, and psychological “pain points” practitioners face in client work. Attendees will explore key pain points in the Psychology of Financial Planning, discover areas where additional training is needed, and review practitioner-identified topics in need of further research. The session will also discuss strategies for improving the accessibility and relevance of academic research in practice.

Megan McCoy, PhD, LMFT, AFC®, CFT-I™, Associate Professor and Ph.D. Coordinator in Personal Financial Planning

Donovan Sanchez, CFP®, Financial Planning Instructor

Khurram Naveed, CFA, CFP®,

Blake Gray, Ph.D., CFP®, Associate Professor

Billy Spencer, CFP®, TPCP™, FBS®, CFT™,, Wealth Manager and director at Crestwood Advisors

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,