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

Social Security is an essential component of the retirement planning process, with millions of Americans currently receiving some form of Social Security benefit. And while the appropriate filing strategies are unique to the individual circumstances of each client, understanding how to address a handful of key questions can go a long way toward helping them make informed decisions. In this seminar we will aim to unpack the most impactful Social Security questions facing retirees today.

Presented by Allianz Life Insurance Company of North America (Allianz), 5701 Golden Hills Drive, Minneapolis, MN 55416. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and its representatives and employees do not give fiduciary, tax, or legal advice or advice related to Social Security or Medicare. Clients are encouraged to consult their tax advisor or attorney, or Social Security Administration off for their own situation.

Waldean Wall, Vice President, Annuity Advanced Markets

Brought to you by the Neurodivergent Planners Knowledge Circle: Have you ever spent your day busy doing valuable tasks but still found that you didn't make progress on the one thing you promised yourself you'd do? Me too! As financial planners, firm owners, and small business people there are MANY valuable and worthy tasks that help your clients, help you, and give you the satisfaction of completion. BUT, these are often not the tasks that matter most for changing lives including your own, and the hours and days, weeks and years can easily pass by. I'll share what I have learned that has helped me do what matters more consistently. 

Aubrey Williams,