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  • The Value of the CFP Education for New Advisors Entering the Industry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/01/2025 at 1:00 PM (MDT)

    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.

    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!

    Competency Level: Foundational
    FPA Competency: Client Communication & Care, Professionalism
    CFP Board Topic: N/A
    CFP Board CE Credit(s): 0

    Brett Danko, CFP®

    Brett Danko, CFP® has worked in the financial services industry for over 25 years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top-tier financial advisors and to consult on complex planning issues affecting their clients.

    Brett is a dynamic speaker with the ability to deliver complex information to professionals and clients in an easily understandable way. He teaches the required CFP® Certification Education Courses (Financial Planning, Insurance, Investments, Income Tax, Retirement, Estate and Capstone) and CFP® Board Certification Examination Prep Courses throughout the United States. He also provides classroom continuing education to industry professionals and regularly teaches the CFP® Ethics course. Brett is a frequent speaker at key client events where he presents on emerging and hot topics in the financial planning arena.

    In addition, Brett has his own RIA with over 30 financial advisors across the country that manages over $2 billion dollars. Brett is also a volunteer consultant for various organizations. In that capacity, he helps the organizations clients address their complex financial planning situations.

    Brett grew up in Pittsburgh, PA and is a graduate of the University of Pennsylvania. He lives in Newtown, PA with his two children, one cat and one dog.

  • Dana Anspach Talks Home Equity
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/25/2025 at 12:00 PM (MDT)

    With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.

    With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes. Join us as we discuss:

    - What are the different options for using home equity, and when does it make sense to consider them.
    - Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive distribution rates?
    - Can home equity bring cash flow and income tax efficiencies to a retirement plan?
    - Other generational and wealth transfer opportunities. 

    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.

    By the end of the presentation, participants should be able to:

    • have a broad based understanding of a reverse mortgage and how it works. 
    • determine if home equity can solve for planning shortfalls, adding safety and security to a retirement. 
    • identify which client profile could benefit the most from including home equity in their retirement plan. 

    Competency Level: Intermediate

    FPA Competency: Critical Thinking

    CFP Board Topic: Retirement Savings & Income Planning

    CFP Board CE Credit Hours: 1

    Dana Anspach, CFP®, RMA®

    Founder and CEO

    Sensible Money, LLC

    Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money, LLC, a firm specializing in retirement income planning for a national clientele. For three years, Sensible Money ranked on the Inc. 5000 list of fastest-growing privately owned companies in the U.S. and has made Investment News Best Places to Work for two years in a row.

    She is the author of How to Plan for the Perfect Retirement, a lecture series on The Great Courses, and Control Your Retirement Destiny, available on Amazon. 

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  • How to Work with Tax Professionals
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/29/2025 at 2:00 PM (MDT)

    Brought to you by the Asian-American/Pacific Islanders Knowledge Circle: For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.

    Brought to you by the Asian-American/Pacific Islanders Knowledge Circle: For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.  In this session he will cover the following:

    •  Who are tax professionals.
    • What do tax professionals do. 
    • Best practices for working with tax pros. 
    • Don'ts with Tax Pros

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

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • LTC Insurance - Solutions & Opportunities for your Clients
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/28/2025 at 12:00 PM (MDT)

    Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this.

    Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this. In this class, you'll learn how to effectively convey the need, recognize when it's time to begin the search for solutions, and understand the mechanics of the various types of long term care insurance products. You will understand the tax advantages of the various products, and how to leverage these in your clients favor. 

    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.

    Competency Level: Intermediate

    FPA Competency: Client Communication & Care

    CFP Board Topic: Retirement Planning

    CFP Board CE Credit Hours: 1

    • More effectively convey to clients the importance of LTC planning. 
    • Recognize which type of product may be most appropriate for specific clients, based on their overall circumstances. 
    • Understand the planning opportunities presented by 7702b products.

    Kerry Peabody, CLTC, CLU

    Clark Insurance

    Kerry Peabody, CLTC, CLU has specialized in LTC insurance for nearly 30 years. He's been an LTC medical underwriter, a national sales director, and has been in direct sales for more than 20 years. He partners with financial planners, attorneys, and other professionals to help their clients tackle the extended care problem. He lives in Maine, but works across the country. He is an instructor for the Certification for Long Term Care (CLTC) designation, a Past President of the Maine Estate Planning Council, a board member for a local Lifecare community, and a volunteer in the Vets2Vets program. 

  • Tax Talk with Larry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/23/2025 at 2:00 PM (MDT)

    Larry Pon wants to continue the tax conversation with you!

    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 May, Larry will be joined by Joe Spillner and they will be discussing tax credits.

    If you have questions ahead of time, you can send them to learning@onefpa.org. 

    Competency Level: Advanced
    FPA Competency: Critical Thinking, Leadership
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

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

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • Legacy Planning for Blended Families
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/21/2025 at 12:00 PM (MDT)

    Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners.

    Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners. Equip yourself with the knowledge to help your clients protect and pass on their legacy exactly as they envision.

    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.

    • By the end of the presentation, the participant will be able to explain the difference between testate and intestate succession.
    • By the end of the presentation, the participant will be able to explain the difference between a Power of Attorney (Attorney-in-Fact) and a Trustee
    • By the end of the presentation, the participant will be able to explain the difference between revocable and irrevocable trusts

    Competency Level: Advanced

    FPA Competency: Critical Thinking

    CFP Board Topic: General Principles of Financial Planning

    CFP Board CE Credit Hours: 1

    Catherine E. Moore, J.D., LL.M.

    Kembell Woods & Martinsen, LLP

    Catherine Moore is of counsel at Kembell Woods & Martinsen, LLP. She focuses on estate planning, trust and probate administration, business succession planning and mediation. Ms. Moore earned her J.D. degree from the University of Missouri at Kansas City, a LL.M. in alternative dispute resolution from the University of Missouri – Columbia and LL.M. in taxation from the University of Missouri at Kansas City. Ms. Moore currently serves as the chair of the Missouri ADR Committee and is a board member of the Ozarks Technical Community College Board of Trustees. She is admitted to practice law in Kansas,Missouri and Arkansas.

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  • Aligning Behavioral Finance With A Purpose
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/21/2025 at 10:00 AM (MDT)

    Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making.

    Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making. It explores how stress, media, and societal shifts affect psychological and financial behavior, culminating in a practical model to help individuals align their values, goals, and actions for more intentional living.

    Competency Level: Intermediate
    FPA Competency: Critical Thinking
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    Oliver Schnusenberg, Ph.D., CFT, CFP, BFA

    Financial Coach & Founder

    Equilibria Evolution

    Oliver Schnusenberg was born in Germany, where he lived until 1989, when he moved to the U.S. In 1993, he received his B.S. degree in Hospitality Management from Lynn University in Boca Raton, FL. In 1995, he completed his MBA degree with a specification in Accountancy from the University of Illinois at Urbana-Champaign. In 1999, he received his Ph.D. in Finance from Florida Atlantic University. In 2025, he completed the MSc program in Psychology and Neuroscience in Mental Health. Oliver is an Earle C. Traynham Professor of Finance at the University of North Florida. His work, which focuses primarily on Behavioral Finance, is published in a variety of journals, including the Journal of Financial Research, Energy Economics, and the Journal of Behavioral Finance. Oliver has co-authored the book entitled Closed-End Funds, Exchange-Traded Funds, and Hedge Funds. Oliver holds the CFTTM, CFP® and BFATM designations as well as the Psychology in Financial Planning Specialist Badge. He is a certified life coach and certified in neuropsychotherapy. He teaches in the Finance and Financial Planning majors at UNF and is a member of the Financial Therapy Association and the Financial Planning Association. In 2024, Oliver founded Equilibria Evolution, which transforms client’s financial lives through life coaching and financial therapy. Oliver lives in Jacksonville with his wife Lynda and their dog Roxie. 

  • Navigating The Changing College Funding Landscape For Advisors and their Clients
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/20/2025 at 12:00 PM (MDT)

    Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules!

    Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules! Oh my! Navigating the world of higher education continues to be a challenge for clients as they attempt to help their students reach their academic and professional goals while minimizing the associated costs. Joe Messinger shares key updates to the college funding landscape for 2025, touching on the issues families commonly face when planning for education expenses. changes to financial aid calculations, financial application filing for divorced parents, and the use and limitations of 529 plans. 

    Competency Level: 
    FPA Competency: 
    CFP Board Topic: 
    CFP Board CE Credit Hours:

    Joe Messinger, CFP®, ChFC, CLU

    Partner & Director of College Planning

    Capstone Wealth Partners, LTD

    Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease. Messinger is a Co-Founder of College Aid Pro™, the award-winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.

  • The Psychology of Financial Planning Relationships
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/13/2025 at 1:00 PM (MDT)

    Brought to you by the Business Success Knowledge Circle: This Knowledge Circle will be about how personality traits, attitudes, values, biases, demographics, socioeconomic influences, and religious beliefs can all affect financial decisions.

    Brought to you by the Business Success Knowledge Circle: This Knowledge Circle will be about how personality traits, attitudes, values, biases, demographics, socioeconomic influences, and religious beliefs can all affect financial decisions. 

    Competency Level: Foundational
    FPA Competency: Client Communication & Care
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

  • Speaking to Clients About Investments with Confidence
    Product not yet rated Contains 3 Component(s)

    Brought to you by the Women & Finance Knowledge Circle: With market volatility rearing its head in 2025, you are probably getting more questions from clients who are nervous about the current market and ever-changing political landscape.

    Brought to you by the Women & Finance Knowledge Circle: With market volatility rearing its head in 2025, you are probably getting more questions from clients who are nervous about the current market and ever-changing political landscape. Learn five dos/don’ts to help allay client fears and ensure clients come away from conversations feeling reassured in their investment plan.

    This is a great opportunity to gain actionable insights and connect with fellow advisors. We look forward to having you join the discussion.

    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.

    Competency Level: Foundational

    FPA Competency: Client Communication & Care, Professionalism

    CFP Board Topic: N/A

    CFP Board CE Credit Hours: 0

    Rafia Hasan, CFA, CFP®

    Chief Investment Officer

    Perigon Wealth Management

    Rafia Hasan, CFA, CFP® is the Chief Investment Officer of Perigon Wealth Management, where she oversees the firm's investment strategies and supports the growing team of advisors. She chairs Perigon’s investment committee and leads the investment, operations and trading teams.

    With a career that includes investment roles at Wipfli Financial Advisors and Dimensional Fund Advisors, Rafia has extensive experience in portfolio construction and asset allocation. She has been recognized with industry honors—including being named to the 2025 Markets Group Elite Private Wealth CIOs, 2024 Wealth Solutions Report Top 5 CIOs, and 2022 WealthManagement.com Rising Star. Rafia has also been quoted in national media publications including CNBC, Bloomberg, and in The Wall Street Journal.

    She holds a bachelor’s degree in economics and math from Wellesley College and an MBA from the University of Texas at Austin.

    She lives in Chicago with her husband and three daughters. 

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