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 June, Larry will be joined by Michella Drummond and they will be discussing health benefits.

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

Brought to you by the Business Success Knowledge Circle: With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice. 

Clients need assurances that the support they get from financial professionals can be verified by a trusted authority that as formulated a system for ensuring a minimal level of competence, knowledge, ethics, experience and dut to serve the public well. 

The CFP has become a highly valued professional standard in a critically important field.  To earn it is to demonstrate a commitment to excellence and therefore it has become an important career-building goal for increasing numbers of practitioners.   To support new advisers who desire to acquire the marks therefore has become a collective opportunity. 

More and more companies are requiring the CFP marks as a condition of employment and/or advancement.  For increasing numbers of aspiring ---and currently practicing- financial professionals it has become a potential barrier to entry. 

Are we sponsoring a work environment and culture we can enable colleagues in our organization to earn the marks? 

Brett Danko is a leading educator in preparing aspiring financial advisors – and highly experienced ones too – to attain the CFP designation.  As a practicing professional with his own financial services practice, he is well versed in guiding us through practical steps to creating nurturing work environments to encourage advisors to work through the regimen to become CFPs!

Brett Danko, CFP®,

Presented by the Women & Finance Knowledge Circle: Recent events in the middle east and Ukraine have caused many to consider how they might approach personal continuity within an extreme situation. In this session, Libretto will explore the challenges triggered by extreme events and establish a framework for developing a tailored set of protective solutions.

The session will advance your understanding of designing a personal continuity plan and tailoring it to a desired level and type of stress protection. In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing ultra-affluent clients, will discuss:

· Protective Tiers
· Addressing stress assuming functioning institutions
· How do we approach an environment when institutions fail?
· Potential solutions and applications
· Designing your personal continuity plan
· Ramifications

Jeff Coyle, Founder

Brought to you by the Tax & Estate Planning Knowledge Circle: The Tax Cuts and Jobs Act will be expiring by the end of 2025, but in its place will be many tax provisions in The One, Big, Beautiful Bill. We will be reviewing the latest provisions in this tax bill and talk about what your clients need to do before the end of the year since some tax breaks may be gone at the end of the year. There are also many new tax provisions to learn about.  

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

Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put. Many folks may leave the US temporarily, or permanently and of course, many people move to the US for the first time. This can include clients with assets spanning multiple borders, citizenship in more than one country, children living abroad, etc. and all have unique complexities that must be dealt with. This presentation will provide a framework to help you tackle the Int’l client and then cover some of the “Oops” and “Ah Ha!” moments.

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.

Brian Wruk, CFP®(US, CDA), TEP, CIM, President