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. 

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. 

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

Join a discussion about participating in the FPA’s Investment Knowledge Circle Committee. The session will discuss the value that Financial Advisors will gain from participating in the Investment Knowledge Circle calls and joining the committee. The investment landscape is continuously changing and there are many methods and resources available to keep up with the changes. As committee members look for topics and potential speakers it helps increase their knowledge and learn industry trends.

There has been a shift in the industry to take a more passive approach. We think the idea that financial advisors don’t need to develop investment knowledge at all is absolutely wrong. If you have outsourced your investment management to this point, do you feel comfortable with your level of investment expertise when clients ask specific questions? And what are client expectations when it comes to your knowledge of investment markets?

We will discuss what commitments joining the committee entails and explore future topics our fellow FPA members wound benefit from. The greatest value of the session will be the chance to hear from and share with your peers, other advisors.

Join Stephen Resch and guest Jamie Hopkins as they discuss the often-over-looked use of home equity in aretirement plan. With seniors today controlling over $14 Trillion in 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.

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

• Understand the different strategies for using home equity
• Explian how home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rate
• Identify that home equity bring cash flow and income tax efficiencies to a retirement plan

Join the Women & Financial Knowledge Circle on April 10th for an engaging discussion of Traction: Get a Grip on Your Business by Gino Wickman. In this session, we’ll explore how the six key components of the book can help strengthen and grow your advisory firm.

Discover simple yet powerful strategies to run your firm with more focus, growth, and enjoyment. Learn how leading financial advisory firms are applying these principles to create profitable, frustration-free businesses. Together, we’ll focus on what’s most important for the growth and health of your firm, ensuring long-term success in a competitive industry.

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

One of the main concerns for LGBTQ+ people is what will happen if marriage equality is overturned. In fact, five states have petitioned the Supreme Court, asking them to reverse their own decision. Marriage brings more than 1,100 legal benefits to spouses. Please join PridePlanners and Attorney Milan T. Pham for a discussion on what would happen if marriage equality is overturned, and what that would mean for the family and estate planning needs for our community.

The financial advice industry has spent years debating the wrong question. It’s not about whether active or passive management yields better client outcomes; it’s about connecting client needs, preferences, and goals to the strategies and approaches that best fit them. In this webinar, we explore why Separately Managed Accounts (SMAs) are a powerful tool in an advisors’ toolbelt to deliver personalized investment solutions tailored to individual investor needs. We’ll cover the benefits of SMAs and examine various SMA strategies—such as Index, Factor, and Values-based—to help you create client-centric portfolios while maximizing operational efficiency. 

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

• Articulate the definition, role, and benefits of investing with SMAs.
• Evaluate SMA strategies in alignment with investors’ needs, preferences, and goals, and identify which type of investor benefits from each investment strategy.
• Confidently convey and deliver value to clients without selling outperformance.

Learn about benefits that support independence like Section 8, housing options, and creating housing solutions that meet the unique needs of your Loved One.

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

• Recognize when you are providing financial advice 
• Apply the Fiduciary Duty
• Describe when Financial Advice requires Financial Planning and the additional obligations that apply
• Identify duties when using or referring other service providers or technologies
• Describe the process the CFP Board follows to uphold the Code and Standards
• Determine what information must be provided to the Client and when to document the exchange of information

Join Stephen de Man, VP of Practice Management at Dimensional Fund Advisors, as he discusses the past research behind FPA’s Global Client Experience study and what to expect in this year’s study (you can sign up to participate in the study now by clicking here). The session is designed to get you the information needed to maximize this FPA Practice Support benefit and provide insights on a range of issues, including:

• What your clients want in an advisory relationship 
• Their main financial needs and concerns
• The services clients value most
• Clients’ willingness to refer you to others