This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

D. Crystal Alford-Cooper, CFP®, CDFA™, CRC®, Vice President of Planning

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

Amy Mullen, CFP®, President

This webinar will explore how evolving retirement needs are reshaping the role of advisors and insurance professionals, with a growing emphasis on delivering income that lasts throughout a client’s lifetime—not just managing assets through accumulation. As guaranteed retirement income options become more widely available within 401(k) plans, advisors have a unique opportunity to expand their value by helping clients stay in-plan rather than defaulting to rollovers. We will discuss why this shift is gaining momentum today, what in-plan guaranteed income solutions look like, and how they compare to traditional out-of-plan strategies. The session will also highlight practical best practices for evaluating and positioning these options, enabling advisors to better support long-term client outcomes while strengthening ongoing relationships beyond retirement.

Stephen J. Resch, VP Retirement Strategies

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

Bonnie Treichel, JD, Founder and Chief Solutions Officer

Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way to AI-driven search, changing client expectations, and increasing competition, sustainable growth requires more than generating new leads—it demands alignment across your marketing, operations, client experience, and team.

Together, we'll explore the many paths to growth, from organic marketing and referrals to new markets, acquisitions, and strategic partnerships. More importantly, we'll discuss how to build the internal systems, culture, and client experience that allow your firm to grow without compromising the relationships that made it successful in the first place. Be prepared to participate, share ideas, and learn from your peers.

What You'll Learn:

• How advisory firms are creating new business through organic, inorganic, and relationship-driven growth strategies
• The evolving role of content, SEO, and AI in helping the right prospects find—and trust—your firm
• Practical ways to expand into new markets while maintaining a consistent client experience
• How to balance growth with operational capacity so scaling strengthens, rather than strains, your business
• Strategies for creating a culture where your team understands, embraces, and contributes to your firm's growth

Whether your firm is looking to accelerate growth, enter new markets, or simply build a more scalable foundation for the future, this session will provide practical ideas and engaging discussion to help you grow with greater clarity, confidence, and intention.

Gretchen Halpin, Co-Founder

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 learning@onefpa.org. 

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