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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/01/2024 at 12:00 PM (MDT)

    Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth, and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan.

    Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth, and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan. 

    In this webinar you’ll learn:

    • What a reverse mortgage is, including the products, eligibility, misconceptions, and consumer safeguards.
    • How home equity can be used to supplement household cash flow, eliminate a mortgage payment, manage long-term risks, pay taxes on Roth Conversions, and much more.
    • The client profiles where a reverse mortgage can not only safeguard a retirement, but also provide generational wealth transfer and other legacy opportunities. 




      Steve Resch

      Vice President or Retirement Strategies

      Finance of America Reverse

      Steve Resch is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals across the country. Steve is also an investment advisor, partner in a wealth management firm, and designer of the “Reverse Illustrator”, a groundbreaking program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source, interviewed by numerous media outlets including TheStreet.com, Nasdaq Trade Talks, Yahoo Finance, Barons, among others, and is a frequent speaker at both national and regional professional conferences.

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    • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 04/17/2024 at 12:00 PM (MDT)

      This session will explore the unprecedented rapid rise in the 7520 rate in recent months

      This session will explore the unprecedented rapid rise in the 7520 rate in recent months. Planners will learn while the current environment increases the present value of a straight income interest or, much less dramatically, a unitrust interest, it sharply reduces the present value of a fixed annuity. The income tax benefit of setting up a gift annuity, or a charitable remainder annuity trust, is greatly increased, as a higher section 7520 rate assigns more value to the residuum. 

      • The participant will be able to discuss how certain charitable strategies are more or less attractive in a higher interest rate environment
      • The participant will learn how to calculate the benefits of vehicles like gift annuities and charitable remainder trusts
      • The participant will gain a better understanding of more complex planning opportunities like retained life estates or life income termination donations

      Bryan Clontz Ph.D., CFP®, CAP®, AEP®

      President

      Charitable Solutions, LLC

      Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ.

      John M. Hayes

      Senior Vice President of Charitable Estate Planning

      American Heart Association

      John Hayes is senior vice president of Charitable Estate Planning for the American Heart Association — an organization passionately committed to its mission to be a relentless force for a world of longer, healthier lives.

      In his role, John leads the association’s nationwide efforts to obtain charitable contributions of non-cash assets and deferred charitable estate donations.  John’s specialties include gifts funded with cash, equities, life insurance, or property through vehicles such as bequests, charitable gift annuities, beneficiary designations and charitable trusts.

      John has championed the AHA’s mission for more than 16 years. Under his leadership, the AHA has:
      • Established the American Heart Association Professional Advisor Network, which includes more than 13,000 professionals: including attorneys, financial advisors and wealth managers.
      • Created the American Heart Association Donor Advised Fund Program, which provides mission-aligned investing for donors with the AHA Tobacco-Free investment program.
      • Expanded the types of non-cash assets accepted for charitable giving — providing our donors with more creative ways to give, including an innovative system that makes it easier for them to make real estate gifts.

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    • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/20/2024 at 1:00 PM (MDT)

      Quiddity: “The basic nature or quality of something, that makes it different from other things.”

      Quiddity: “The basic nature or quality of something, that makes it different from other things.” The presentation will walk participants through the asset class highlighting the differences between preferred equity versus stocks and bonds.

      • The participant will better understand the unique benefits and features of preferred equity.
      • The history of preferred equity yields, returns, and correlation to other assets.
      • The participant will learn how to determine if passive or active investment management is best to use.

      JR Humphreys

      Senior Portfolio Manager

      Innovative Portfolios

      JR’s experience in the financial industry spans almost 30 years, and he serves as senior portfolio manager for Innovative Portfolios. With 13-plus years of experience managing fixed-income portfolios for SMAs, JR has worked extensively in alternative asset allocations.

      JR holds a BBA. degree in Finance from Marshall University in Huntington, West Virginia, where he was a member of Omicron Delta Epsilon, International Honor Society for Economics. JR holds both the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Association.

    • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/20/2024 at 8:00 AM (MDT)

      In this Knowledge Circle, guest speaker Paula Jones will discuss the estate planning implications for multinational clients.

      In this Knowledge Circle, guest speaker Paula Jones will discuss the estate planning implications for multinational clients.

      Paula Jones, Attorney

      Principal

      Paula M Jones Law Offices Inc

      Paula is a 25-year legal veteran admitted to practice in New York, Pennsylvania, and New Jersey. She opened her own practice in 2016 after working for large International Law Firms for a decade. She is also an adjunct professor at Western New England University College of Law and has written several articles in respectable industry journals.

    • Product not yet rated Contains 3 Component(s)

      Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector.

      Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector. "Women in the Lead: Is it Different for Female Financial Advisors" brings together a diverse group of accomplished women who have risen to leadership roles in the financial industry.

      This thought-provoking discussion will explore the distinctive aspects of the financial advisory profession from a female perspective, shedding light on the evolving landscape and the opportunities available to women in this field. Our panelists, comprised of trailblazing women with extensive experience, will share their journeys, discussing the barriers they have overcome and the strategies that have propelled them to success.

      Topics covered will include:

      • The impact of gender diversity on client relationships.
      • The role of mentorship and support networks in fostering career growth.
      • The importance of community to help build the business/career that you want.
      • Why is a career in financial services a great place for women to excel?
      • How men can support female advisors and more.

      The panelists will also address the changing dynamics within the financial sector, highlighting the increasing recognition of the value that diverse perspectives bring to decision-making and client service.

      Whether you are a seasoned financial professional, a budding advisor, or someone interested in the broader dialogue on gender diversity in the workplace, this panel discussion promises to provide valuable insights, inspiration, and actionable takeaways. Join us as we celebrate the achievements of women in finance and explore how the industry can continue to evolve towards greater inclusivity and equality.

      Gretchen Halpin

      Co-Founder

      Beyond AUM

      Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.

      Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.

      But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures, including Soothe Your Senses, an organic aromatherapy product line she launched in 2001. What started as a passion for health and wellness expanded into an international spa brand — with retail distribution in 30 U.S. states and five countries — that grew 250-percent annually for eight years. 

      As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plan that led an RIA firm to grow from $1 billion in assets under management (AUM) to more than $5 billion in AUM in five years. Under her leadership, Beyond AUM continues to assist firms, big and small, to reach their goals. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future. 

      Under the direction of Gretchen and her fellow co-founder, Beyond AUM's marketing strategy was recognized by My Perfect Client and Masters in Accounting, and the team led the development of a personal finance blog that was named a Top 50 Financial Advisor Blog by Michael Kitces in 2014 and 2015. Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney, the National Association of Personal Financial Advisors (NAPFA) and Financial Advisor Magazine.

      Diane S. Bourdo, CFP®

      President

      The Humphreys Group

      Diane joined The Humphreys Group In 1989, became a Principal In 1993, and has been President since 2005. During the last 25-plus years she has been extensively involved in all aspects of work with clients, tackling investment and financial planning issues. She is particularly passionate about helping women get smarter about money – and to see the ways in which they already have money competence. Diane strongly believe in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. To that end, she ensures that we continually improve our clients’ experience, encourage innovation and spur growth. 

      Laura Jansen, CFP®, CPA, CFT-I™

      Senior Wealth Advisor

      Ironwood Investment Counsel

      Laura has been in financial services over 25 years, serving clients in both wealth management and family office capacities. She is active in the advisory community collaborating with other professionals to identify and address the unique financial planning issues affecting women clients, as well as advocating for women advisors in the industry. Laura and her family reside in the Phoenix area, where she spends time outside the office volunteering for various charities through National Charity League.

      Liz Gillette, CFP®

      Founder and Senior Advisor

      Curio Wealth

      Liz Gillette is a Founder and Senior Advisor at Curio Wealth, bringing 15 years of invaluable professional experience to the company. 

      Liz’s first-hand experience with financial scarcity in childhood—and graduating college with over $100,000 in debt—led her to financial advising. With her resilient mindset, she turned the fear of debt collection calls, economic turmoil, and a sparse job market into life lessons and a fulfilling career. Melding personal experience with financial acumen, she advocates for disciplined consistency on the path to financial empowerment. Liz’s professional mantra emphasizes aligning spending with values, urging against judging others and fostering intentional financial choices. Striking a client-centric balance between future savings and present enjoyment, she guides individuals toward reaping the rewards of their hard work at ideal life stages.

      In her current dual role, Liz seamlessly balances her responsibilities as a leader and an advisor, guiding individuals and dual-income couples in their 30s and 40s. Her clients – often navigating the complexities of work, life, and caregiving – benefit from her unique approach that ensures both partners have their voices heard and responsibilities shared.

    • Product not yet rated Contains 3 Component(s)

      People do business with people they know, like and trust.

      People do business with people they know, like and trust. Personal finance is just that-personal. Authenticity and content marketing engage consumers and position the financial advisor as a subject matter expert and trusted professional. In the session, we will learn how to attract the right clients and team members to sustain and scale your advisory practice.

      Attend this session and you will walk away empowered to 

      • Tell your unique story.
      • Create custom content with impact.
      • Attract the clients who enrich and sustain you.
      • Grow your advisory practice with intent. 

      Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®

      CEO

      Blue Ocean Wealth Group

      Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network which empowers women to connect and take control of their lives through the freedom gained by running.

    • Product not yet rated Contains 3 Component(s)

      Taxes are top of mind year-round for HNW clients—but particularly this time of year heading into tax season.

      Taxes are top of mind year-round for HNW clients—but particularly this time of year heading into tax season. Take this opportunity to position yourself as a knowledgeable, proactive financial planner to mitigate unnecessary taxes in 2024 and for generations to come!

      Join America’s IRA Expert, Ed Slott, CPA, for his most timely insights to share with your clients, their beneficiaries, prospects, and centers of influence, including:

      • Larger RMDs for 2024: With the stock market closing at all-time highs at the end of 2023, year-end IRA and 401(k) balances may be the highest ever for many retirement savers. Learn the top IRA tax planning moves to consider right away.
      • The #1 RMD mistake your clients are making!
      • New and improved charitable planning strategies, including the new TRIPLE WIN solution fulfilling RMD requirements, gifting to charitable causes, and creating annuity income for your clients. While most people think of giving in December, QCDs are best accomplished early in the year! These are actionable conversations you should be having immediately!
      • Limited-time tax-planning opportunities for high-income clients, allowing them to make plan catch-up contributions and maximize their tax deductions.

      Don't miss this opportunity to glean actionable strategies from the foremost authority on retirement planning.

      Ed Slott, CPA

      President and Founder

      Ed Slott and Company, LLC

      Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

      Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

      Mr. Slott is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and the best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse  Latest Threats to Your >span class="outlook-search-highlight">Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) scheduled for release in 2024. Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.

    • Product not yet rated Contains 3 Component(s)

      In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.

      In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.

      Catalina Franco-Cicero, MS, CFP®, CTS™

      Wealth Advisor

      Catalina Franco-Cicero, MS, CFP®, CTS™ serves as a Wealth Advisor.  In this role, Catalina focuses on co-creating possibilities along with her clients by matching their values with their financial goals. This is done by implementing an efficient way to accomplish their goals in collaboration with their other professional advisors. Her day-to-day responsibilities include client relationship management, financial plan design, advisory of retirement plans – 401ks – for small businesses, and delivery of financial wellness education programming to their employees. In addition, she also serves as a mentor for the next generation advisors on the team. 

    • Contains 2 Component(s), Includes Credits

      Self-study exam based on the Journal of Financial Planning, March 2024 Issue

      Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; General principles of effective communication; Education savings vehicles; and Education funding.


       After reading and understanding the two articles required for this exam, the planner will:

      • Understand how anchoring an initial retirement savings amount can affect outcomes
      • Understand how to assist clients in saving for their retirement goals and encourage escalating savings rates.
      • Understand some specific rules of 529 plans and some education-related credits.





    • Product not yet rated Contains 3 Component(s)

      Please join the African American Knowledge Circle on February 22nd at 2 pm ET for the February FPA DEI Learning Series as we celebrate Black History Month.

      Please join the African American Knowledge Circle on February 22nd at 2 pm ET for the February FPA DEI Learning Series as we celebrate Black History Month.  We'll be joined by Jewel Waller Davis and her sisters Joyce Waller Baden and Betty Waller Gray.  Jewel is the wife of LeCount Davis who is the founder of the Association of African American Financial Advisors and the first Black CFP.  They will share the inspirational story of their family in Richmond, Virginia from 1900 through today.  Their grandfather established a jewelry business in Richmond in 1900 which still exists today as Waller & Company Jewelers and their grandmother completed Richmond Colored Normal School and became a teacher.  Despite living in the capital of the Confederacy during a period of intense racism, they relied on their faith, trusted God, survived and thrived.

      They just released a book called "Our Shining Legacy" which chronicles the story of the sisters coming of age in segregated Virginia during the 1940-1960's along with the stories of their grandparents and parents who they credit for providing them a model for endurance and success as adults.

      We can all learn from their experience, entrepreneurship, perseverance and faith.  Join us for what will be an impactful and inspiring discussion.