Brought to you by the FPA Latino Knowledge Circle, join us for  a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  In February we will be joined by special guest Juan HernandezAriano.

Juan G. Hernandez-Ariano, CFP®, Principal

Join fellow professionals in the Special Needs Planning community for a collaborative roundtable designed to foster connection, share expertise, and strengthen our collective impact. This session will provide an opportunity to exchange ideas, learn from one another, and help shape the direction of our network for the year ahead.

 Discussion Objectives:Community Building: Get to know other professionals specializing in special needs planning.

 Knowledge Exchange: Identify key topics and areas of interest members would like to learn more about or share expertise in.

 Expertise Mapping: Highlight the specific areas where members excel to encourage collaboration and peer learning.Member Value: Gather feedback on what would provide the greatest value to participants throughout the year.

 Program Overview: Present the upcoming speaker schedule every othe month starting March, on the 3rd Tuesday at 10am Arizona time so no daylight savings change. 

Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

Amy Mullen, CFP®, President

Brought to you by the International & Cross-Border Planning Knowledge Circle, guest speaker Daniel Tostado, born and raised in California, is a French immigration attorney. His law firm helps people move to France and become French citizens, and and he'll speak about the process and answer your questions.

Daniel Tostado, French immigration attorney

Brought to you by the Asian American/Pacific Islanders Knowledge Circle:

Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD will discuss how demographic and health-based longevity modeling dramatically improves Social Security claiming decisions. The featured study, using respondents from the University of Michigan Health and Retirement Study, found that personalized longevity projections increased average lifetime Social Security benefits by $9,000 for women and $12,000 for men compared to traditional planning methods. You’ll discover how individualized lifespan assessments:

• Reduce the risk of clients outliving their money
• Enhance precision in withdrawal rate planning
• Improve Social Security claiming ages—outperforming both standard actuarial tables and commonly recommended ages
• Boost overall retirement income security
• Build deeper alignment between advisors and clients through data-driven, personal insights
• The program also includes demonstrations of online tools that generate personalized lifespan estimates and instantly integrate them into optimized Social Security claiming strategies. This session is of interest to anyone advising clients on retirement income, Social Security timing, or longevity risk. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

This session is of interest to anyone advising clients on retirement income, Social Security timing, or longevity risk. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

Jeremy Ko, PhD, CEO