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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/17/2024 at 12:00 PM (MDT)

    Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients.

    Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients. Learn about the most effective charitable giving vehicle, the donor-advised fund, and how your clients can maximize gifts of complex assets such as cryptocurrency. Robbie and Adam will walk you through client stories of next-generation donors and will share tools and resources that can support your clients giving needs.

    • FPA participants will better understand the tax benefits and mechanisms of giving through a donor-advised fund. 
    • Participants will develop the language and tools to incorporate charitable giving strategies into their practice. 
    • Attendees will be better suited to converse with clients around cryptocurrency and digital assets.

    Robbie Heeger

    President and CEO

    Endaoment

    Robbie Heeger is the President and CEO of Endaoment, the first 501(c)3 nonprofit community foundation to be entirely powered by blockchain. Endaoment enables donors to make tax-exempt contributions with cryptocurrencies, stock, and fiat to any nonprofit organization. Heeger is a self-taught software engineer who started Endaoment after working in Apple's media products division. 

    Adam Blumberg

    Co-Founder and President

    Interaxis

    Adam was in Financial Services for 12+ years, starting with an insurance Broker/dealer, and then his own RIA, started with his partner, Ron Dixon. He is the co-founder of Interaxis, a company dedicated to educating financial professionals about Digital Assets, Cryptocurrency, Blockchain, and other alternative assets. 

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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/26/2024 at 12:00 PM (MDT)

    Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape.

    Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape. Don't miss this opportunity to equip yourself with the knowledge and tools necessary to navigate the shifting tides of estate tax regulations and safeguard your clients' financial legacies.

    • By the end of the presentation, the participant will understand the implications of the Estate Tax Exemption Sunset and what that means for your clients.
    • Explore tools and strategies that can benefit families with estate tax issues 
    • Be empowered to have dynamic conversations with your clients about the estate tax exemption 

    Tiffany House, CAP, CEPA

    President and CEO

    Gift Planning Institute and Tax & Estate Strategy, LLC

    Tiffany House is a Chartered Advisor in Philanthropy (CAP®), Certified Exit Planning Advisor (CEPA) and President and CEO of the Gift Planning Institute and Tax & Estate Strategy, LLC. She is passionate about inspiring donors to accomplish more through giving tax advantaged assets and creating a legacy that allows for win-win outcomes. Her past experience of being financial advisor and helping wealthy clients create a master game plan that incorporated their ethical and financial legacy gives her a unique approach to gift planning.                                                                               

    John Cullum, CFP®

    American Heart Association

    John Cullum, CFP® is with the American Heart Association based in Birmingham, AL,  and serves the southern states as Senior Charitable Estate Planning Advisor. After a 35-year private banking and trust career, John, a Certified Financial Planner ®, took early retirement and decided to do something that would make a difference. He worked in college fundraising and has dedicated the last eight years to the American Heart Association, where he collaborates with professional advisors to connect the philanthropy of their clients with the mission of the association. Throughout his career, he has served on numerous philanthropic boards. 

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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/18/2024 at 12:30 PM (MDT)

    We are getting closer to the expiration of the Tax Cuts & Jobs Act (TCJA) on December 31, 2025.

    We are getting closer to the expiration of the Tax Cuts & Jobs Act (TCJA) on December 31, 2025. There are many tax planning considerations we need to consider for our clients before then which includes planning for capital gains, investment planning, and estate planning.

    • Be prepared for the expiration of the Tax Cuts and Jobs Act. 
    • Review provisions that are expiring.  
    • Review income tax planning and estate planning considerations.

    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.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/13/2024 at 12:00 PM (MDT)

    This comprehensive presentation on advising widows, dives into the intricate details of planning for widows.

    This comprehensive presentation on advising widows, dives into the intricate details of planning for widows. In this educational session, we’ll explore mindset matters and the pivotal role of financial advisors in guiding widows through the complex estate process beyond probate, including considerations for utility companies and social media accounts.

    With a focus on serving this vulnerable population, we’ll discuss the intersection of emotional and mental well-being with financial resilience, shedding light on neuroplasticity changes and their impact on advisory meetings and guidance.

    This presentation provides practical strategies for handling ongoing planning amidst numerous tasks, including the need to avoid overly lengthy meetings and offering additional grief support. Megan guides us through the stages of financial planning, from the acute phase, where immediate financial management is crucial, to the near-term and long-term perspectives.

    Whether you’re navigating the complexities of credit freezes, assessing institutions through three-way calls, or addressing tax planning strategies, this presentation will cover it all. Discover the nuances of estate planning, investment considerations, and insurance planning for widows, providing a comprehensive roadmap for financial advisors supporting clients through challenging times.



    Megan Kopka, CFP®, RLP®

    Megan Kopka, a seasoned Certified Financial Planner™ professional and Registered Life Planner™ with over 15 years of expertise, distinguishes herself in the financial planning arena. Her journey is deeply rooted in personal experiences, including roles as a caregiver and widow, shaping her distinctive approach to financial planning. Facing pivotal moments early in her career, Megan’s commitment to bridging the gap between financial planning and the nuanced needs of widows and caregivers became her mission.  Megan combines her professional acumen and personal insights to offer comprehensive and empathetic financial solutions tailored for those facing similar circumstances. An active member of the Modern Widows Club, Megan is dedicated to inspiring and empowering fellow advisors through her unique blend of personal and professional expertise.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/28/2024 at 1:00 PM (MDT)

    The academic conclusion of Modern Portfolio Theory is that market timing can never work.

    The academic conclusion of Modern Portfolio Theory is that market timing can never work. This has become the prevailing wisdom in the wealth management industry today. 

    However, some HNW advisors and Family Offices have successfully run a High Yield timing - or tactical - strategy. How do they do it? How does it work? Can tactical timing be applied to other areas of the market? What are the challenges and limitations?

    We talk with industry veteran Dan Krause. After witnessing first hand the success of this strategy, Dan founded Counterpoint Mutual Funds with his brother, Michael Krause, to execute the strategy. Michael is an experienced Quant investment manager and their ten year track record is impressive. We discuss these questions as it applies to both tactical timing strategies in general as well as how they implement in their own fund.

    Daniel Krause

    Partner & Head of Sales

    Counterpoint Funds

    Daniel Krause has over 30 years of mutual fund distribution experience in the financial services industry. Prior to joining Counterpoint Mutual Funds in 2015, Mr. Krause served as the National Sales Director for Sierra Mutual funds and Ocean Park Asset Management. Prior to Sierra, Dan was a Regional Vice President for Invesco, Van Kampen Investments, and Alliance/Bernstein and was responsible for distribution in Southern California and Hawaii from 1999 to 2011. Before moving to Los Angeles in 1999, Mr. Krause spent eight years as Regional Vice President at Oppenheimer Funds, Merrill Lynch Asset Management, Nicholas Applegate, Wells Fargo, and Federated Funds.

    Mr. Krause also co-founded Exchange Network Services, Inc., an internet service provider, which earned him the Ernst and Young Entrepreneur of the Year, Northeast Ohio regional award in 1998. Mr. Krause is a graduate of John Carroll University with a BS degree in Psychology.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/23/2024 at 1:00 PM (MDT)

    Guest speaker Kevin Lam will be joining us and will be speaking on his long career in finance and his pro bono work!

    Guest speaker Kevin Lam will be joining us and will be speaking on his long career in finance and his pro bono work!

    Learn about Kevin's amazing journey in finding his passion for pro-bono financial planning following a 40 year career in institutional investment management.

    Kevin Lam

    Kevin has had a 40-year career in institutional finance. He started in 1979 in the Capital Markets division of Morgan Stanley. Subsequently, he worked more than 20 years in the Investment Management division of Macquarie Asset Management. He retired in 2019. During these past three years, he has enjoyed serving as a Pro Bono personal financial planner.  He has been serving pro bono clients of several non-profit grantees of the Foundation for Financial Planning. These non-profits include:  Wings for Widows, which helps individuals who recently lost a spouse; After Innocence, which supports folks who have been wrongfully imprisoned and subsequently exonerated; and The Angel Foundation and Family Reach, both of which help families facing the challenges of battling cancer. Kevin is a graduate of Amherst College and lives in the tax-friendly state of Delaware.”

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/22/2024 at 12:00 PM (MDT)

    When it comes to college financial aid, much of the attention (especially this year) is on the Free Application for Federal Student Aid (FAFSA)

    When it comes to college financial aid, much of the attention (especially this year) is on the Free Application for Federal Student Aid (FAFSA). However, many private colleges and universities use another form, administered by the College Board, called the CSS Profile.


    The CSS Profile provides a more complete picture of the family’s financial picture to assist colleges and universities in awarding limited financial resources most equitably.  Many private colleges and universities use this form when determining the amount of institutional dollars to award families.

    This session will examine the CSS Profile in depth. We will begin with a basic overview and review its main components. We will then use specific examples to highlight the major income and asset drivers of the CSS Profile and how they compare to/differ from the FAFSA form. Finally, we will discuss how planners can use this information when advising their clients preparing to complete the CSS Profile.

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

    • Identify the critical components of the CSS Profile.
    • Understand how the CSS Profile differs from the FAFSA form.
    • Help clients recognize how certain income/asset elements could impact their financial aid eligibility.

    Jonathan Sparling

    Director of Partnerships

    Private College 529 Plan

    Jonathan Sparling brings over 10 years of college financing and higher education experience. A former financial aid office administrator, Jonathan has counseled countless families on college planning, savings, and financing throughout his career.

    Joanne Dashiell

    Chief Marketing Officer

    Private College 529 Plan

    Joanne Dashiell brings over 15 years of higher education experience and a passion for helping families and students make their college dreams an affordable reality. Joanne has helped tens of thousands of families prepare for college by developing education and outreach programs. Joanne has delivered presentations throughout the country as an industry expert and serves as a resource for secondary and post-secondary professionals.

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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/22/2024 at 10:00 AM (MDT)

    Guest speaker David Dewitt will talk to us about his Financial Planning practice specializing in working with individuals with ADHD.

    Guest speaker David Dewitt will talk to us about his Financial Planning practice specializing in working with individuals with ADHD.

    David Dewitt, CFP®

    Dewitt Capital Management

    Dave is a CERTIFIED FINANCIAL PLANNER™ passionate about helping people organize their financial lives and maximizing their potential. He specializes in serving adults with ADHD. Dave himself has ADHD and understands the special considerations and support many adults with ADHD need to forge successful financial outcomes.

  • Contains 2 Component(s), Includes Credits

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

    Self-study exam based on a thorough understanding of articles that include the topics of: Economic concepts; Time value of money concepts and calculations; Principles of counseling; and General principles of effective communication.



     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 4 Component(s), Includes Credits

    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. 




      Stephen J. Resch

      VP Retirement Strategies

      Finance of America Reverse LLC

      As Vice President of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

      Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His  practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.

      Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.

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