Brought to you by the Business Success Knowledge Circle: Rick Kahler began succession planning 13 years ahead of schedule, attended every workshop, followed every best practice, and fully expected the unexpected — yet nothing prepared him for the emotional depth, cultural upheaval, and personal loss of the real transition. This presentation reveals the untold, brutally honest human story behind succession planning.

Rick Kahler, MS, CFP®, CFT-I™, CeFT™, CCIM, Founder

Brought to you by the Applied Behavioral Economics Knowledge Circle, guest speaker Augustus Christensen will share a practical framework to help financial advisors scale the value of their behavioral coaching through simple, relationship-focused digital communication. Drawing on six years of behavioral research and his experience as a former portfolio manager at J.P. Morgan, Augustus will explain why most financial communication fails to build trust and what advisors can do differently. Attendees will leave with actionable strategies for using email, social networks, and consistent client touchpoints to strengthen relationships and demonstrate value without becoming full-time marketers.

Augustus Christensen, Founder and CEO

Interest is easy to lose. Once a prospect clicks, downloads, visits, or replies, the real question becomes: what happens next? In today’s client journey, engagement is not just about fast follow-up — it’s about responding with the right communication, the right value, and the right next step while attention is still there.

This session explores how firms can turn early intent into real momentum through timely outreach, meaningful content, and structured nurture.

We’ll look at how trust is built before commitment, where firms often lose good opportunities, and how activate and nurture work together to keep relationships moving forward with confidence.

What you’ll learn: 

• How to respond when intent surfaces without losing momentum
• What timely, trust-building communication looks like in practice
• Where firms commonly fall short in follow-up and nurture
• How structured content and outreach build confidence before commitment

Robert Sofia, CEO, Snappy Kraken

Social Security is a foundational component of retirement income, offering guaranteed, inflation-adjusted payments that last a lifetime. Deciding when to claim benefits is a highly personal choice influenced by factors such as health, marital status, retirement timing, and other income sources. In this one-hour webinar, Jamie and Mary Beth will break down how benefits are calculated and explore strategies to help individuals make informed decisions about claiming. The session will also cover options for married couples, divorced individuals, and families with dependent children, providing practical insights to help participants maximize lifetime Social Security benefits and strengthen their overall retirement plan.

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

Mary Beth Franklin,

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 July we will be joined by Rich Arzaga.

Rich Arzaga, CFPJ, CCIM, Founder and CEO

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 July, Larry will be joined by Philip Toews and they will be discussing 351 Exchange to ETFs

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