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 Daleele Alison and they will be discussing practice management efficiency.

If you have questions ahead of time, you can send them to [email protected]. 

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

Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold. Many clients, however, hold substantial home equity that could be incorporated into planning. This session will show advisors how reverse mortgages can work alongside traditional funding methods to help manage cash flow for care and make it easier for people to stay in their homes. Through practical guidance and case studies, participants will learn about eligibility, costs, safeguards, and how housing wealth can generate contingent liquidity, reduce portfolio strain, and improve retirement flexibility within a best-interest framework.

Stephen J. Resch, VP Retirement Strategies

The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise and focus on the provisions that are most likely to impact clients today, and in the years ahead. Attendees will gain a clear understanding of key planning opportunities, potential pitfalls, and how to thoughtfully communicate these changes to clients in a way that builds trust and confidence.

Claire Thornton, CFP®, MsT, Founder

Want to grow your practice, stand out from the competition, and become the go-to advisor for business owners? Succession planning represents one of the greatest untapped opportunities for financial planners. In this session, participants will learn how to identify succession planning opportunities, lead more strategic client conversations, collaborate with other advisors, and create more comprehensive planning engagements that strengthen client relationships and drive long-term practice growth.

Kelly Maheu, JD, Chief Executive Officer

Hugh Roberts, CFP®, CSP®, Partner & Succession Advisor

Every month, Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, holds an open, no-script roundtable on the AI developments that matter to financial planners. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.

Matt Reiner, CFA, CFP®, Managing Partner

With market volatility and artificial intelligence dominating the headlines, many clients are asking difficult questions about their portfolios, long-term plans, and whether their investments are at risk. In times of uncertainty, an advisor's ability to communicate with confidence and empathy can be just as important as investment expertise.

Join us for a practical discussion on how understanding the four investor personality types can help you tailor conversations, address concerns more effectively, and build greater trust during periods of market uncertainty. You'll learn how different clients process risk, react to market events, and make financial decisions—allowing you to communicate in ways that resonate with each individual's perspective.

In this session, you'll learn how to:

• Recognize the four investor personality types and their unique communication preferences
• Adapt your conversations to better address client concerns during periods of market volatility
• Build confidence and trust by communicating investment strategies in a way that aligns with each client's decision-making style

Whether you're responding to questions about today's markets, AI-driven disruption, or broader economic uncertainty, you'll leave with practical strategies you can immediately apply in client conversations.

This is an excellent opportunity to gain actionable insights, share experiences with fellow advisors, and strengthen one of the most valuable skills in wealth management: effective communication. We look forward to having you join the discussion.

Michael Pompian, CFA®, CAIA, CFP®, Founder and CIO