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Contains 3 Component(s) Includes a Live Web Event on 04/14/2023 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.
If you have questions ahead of time, you can send them to learning@onefpa.org.
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.
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Contains 3 Component(s) Includes a Live Web Event on 04/13/2023 at 12:00 PM (MDT)
Join us for an exciting Q&A with Diane Bourdo, President of The Humphreys Group.
Join us for an exciting Q&A with Diane Bourdo, President of The Humphreys Group. Discover the power in aligning your inherent values to the financial advisory business you cherish. Learn how it can transform its success as well as benefit clients. We'll explore why making these connections matters for financial advisors and glean insights into how Diane has applied them personally within her firm.
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Contains 3 Component(s) Includes a Live Web Event on 04/11/2023 at 12:00 PM (MDT)
LGBTQ+ elders are 2-3 times more likely to live alone and 4 times less likely to have children.
LGBTQ+ elders are 2-3 times more likely to live alone and 4 times less likely to have children. This brings unique challenges for those aging solo, and opportunities for financial planners to help those clients thrive throughout their elderhood. An aging plan goes beyond estate planning -- rather, it's a plan for living and to maximize opportunities during that stage of life.
Allison O'Shea
Agining Advisor
Openly Aging
Allison O'Shea is a leader in the aging industry. She has over 18 years of direct hands-on experience working with seniors and their families in the role of Executive Director for various Senior Living companies. This experience has given her the knowledge to be a reputable voice in the confusing and overwhelming world of aging. In January of 2022 Allison opened Openly Aging, LLC and became an Aging Advisor. An Aging Advisor is a professional who works with an aging person and their family to gather the information needed to create a long- and short-term strategy to maintain independence as long as possible while being educated on all of your options for the future. The Aging Advisor along with the client and family then determine which path is best based on key elements; family/friend support, finances, and current physical/emotional needs. One of the missions of Openly Aging is to bring education to the community to be a change agent in how we talk about the elephant in the room…Aging.
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Contains 0 Product(s)
The Elder Planning Specialist Program is a ten-week online program designed to prepare serious financial advisors to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process. But now advisors have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty years! Week 1 will begin on March 27, 2023.
Created by Annalee Kruger and Bob Mauterstock, CFP®, co-founders of Plan4Life, LLC, the Elder Planning Specialist Program is a first-of-its-kind, 10-week online program designed to prepare serious financial advisors to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process. But now advisors have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty years!
Delivered in a cohort format, the Elder Planning Specialist program utilizes experts in several important fields to present meaningful video programs that cover such areas as legal planning, long-term care planning, end-of-life planning, and running a family meeting. Each week participants will have an opportunity to have a live discussion about that week's topic often moderated by the expert themselves. Weekly quizzes and a final exam will measure each individual’s progress. At the end of the course, participants will feel confident that they can create an Elderplan® designed specifically for each of their own clients.
The weekly schedule includes the following:
- Week 1: Understanding the Aging Process and the Caregiver's Role
- Week 2: Diversity and Aging and Insights into Retirees 85 and Older
- Week 3: Legal Issues of Aging
- Week 4: Increasing Approaches to Planning for Extended or Long-term Care
- Week 5: Social Security and Medicare Planning
- Week 6: Diminished Capacity, Elder Abuse, End-of-Life Plans
- Week 7: Structuring and Conducting the Family Meeting / Ethical Will / Legacy Letter
- Week 8: Developing a Marketing Plan
- Weeks 9: Building an Elder Planning Team
- Week 10: Creating and Presenting Your Aging Plan
The program qualifies for 10 CFP® CE credits and is available to FPA members for $1,195 and nonmembers for $1,495. Participants receive a certificate of completion showing their specialized elder planning training.
Week 1 will begin on March 27, 2023.
- Describe the aging nation crisis
- Summarize the "bumpiness" of the aging process
- List the elements of a comprehensive aging plan
- Identify caregiver burnout
- List solutions to family caregiving burnout.
- List the reasons why seniors thrive when they move into a retirement or care community.
- Describe a caregiver's role
- Explain why an aging plan is critical
- On-demand webinars
- Live discussion webinars
- Every Thursday at 1:00 PM MT
- recordings will be available
- Exams
- Discussion prompts
- Supplemental Reading
Presenters will be available via email throughout each week.
Anna Rappaport - Anna Rappaport Consulting
Bob Mauterstock - Plan4Life, LLC
Annalee Kruger - Plan4Life, LLC
Bob Powell - Retirement Daily
Harry Margolis - Margolis & Bloom
Carroll Golden - C. Golden Consulting, LLC
Paul Malley - Aging with Dignity
Marcia Mantrell - Mantell Retirement Consulting, Inc.
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- Non-member - $1,495
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/29/2023 at 12:00 PM (MDT)
In this session, we will go through the psychological impact that many homeowners face when deciding whether or not to use home equity in retirement planning. And, when the opportunity arises, how a reverse mortgage may be the appropriate solution for some clients.
In this session, we will go through the psychological impact that many homeowners face when deciding whether or not to use home equity in retirement planning. And, when the opportunity arises, how a reverse mortgage may be the appropriate solution for some clients.
We’ll discuss how the product works including eligibility, misconceptions, and safeguards. In-depth review of holistic case studies using it to supplement asset distribution strategies, manage long-term care risks, facilitate Roth Conversions, delay social security and other tax-deferred distributions, fund legacy strategies, and much more.
Learning Objectives: • Psychological and emotional impact housing decisions have on financial behavior. • Understand what a reverse mortgage is including the products, eligibility, and consumer safeguards. • Review different opportunities how home equity accessed with a Reverse Mortgage can be used to safeguard a retirement plan and better ensure its long-term success. • Learn how leveraging housing wealth with a Reverse Mortgage could increase legacy valueCraig Lemoine, Ph.D, CFP
Director of Financial Planning Program and Clinical Associate Professor
Univeristy of Illinois
Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.
Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.
Stephen J. Resch, CLTC
Vice President Retirement Strategies Division, Finance of America Reverse
Steve Resch, CLTC, is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals. Steve is also an investment advisor, partner in a wealth management firm, and designer of ""The Reverse Illustrator,"" a proprietary program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source and frequent speaker at both national and regional professional conferences and has been interviewed by various media outlets including Yahoo Finance, Nasdaq Trade Talks, MarketWatch, Barron's and more.
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Contains 3 Component(s) Includes a Live Web Event on 03/28/2023 at 1:00 PM (MDT)
During this presentation guest speaker Jerry Paul will cover: The Fixed Income Environment and Outlook for 2023 Investment Opportunities and Where to Look for Them A Value Oriented Bond Management Approach and How It Differs from Traditional Methods.
During this presentation guest speaker Jerry Paul will cover:
- The Fixed Income Environment and Outlook for 2023
- Investment Opportunities and Where to Look for Them
- A Value Oriented Bond Management Approach and How It Differs from Traditional Methods.
Jerry Paul, CFA
Senior Vice President of Fixed Income
ICON Advisers
JERRY PAUL, CFA, is Senior Vice President of Fixed Income and serves as Portfolio Manager of the ICON Flexible Bond Fund and Co-Portfolio Manager of the ICON Equity Income Fund. He is also a member of the ICON Investment Committee. Mr. Paul was named Morningstar’s Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul’s professional investment experience includes over forty years in fixed income portfolio management and research. Prior to joining ICON, Mr. Paul’s career in investment management and research spanned several roles, including:
• INVESCO Funds Group; Senior Vice President, Director of Fixed Income
and Portfolio Manager
• Stein Roe & Farnham; Senior Vice President, Director of Fixed Income
Research and Portfolio Manager
• Century Life of America; Vice President, InvestmentsMr. Paul also served as the Chief Investment Officer and Portfolio Manager for fixed income, closed end funds and hedging strategies at Essential Investment Partners. Furthermore, Mr. Paul founded Quixote Capital Management LLC, a boutique firm focused on merger arbitrage.
Mr. Paul holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa. In his free time, he is involved in community and charitable organizations. He serves on the board of directors and investment committee of the Community First Foundation.
Mr. Paul holds the right to use the Chartered Financial Analyst® designation.
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Contains 3 Component(s)
This session will cover Elliott Chang's experience within the impact space and how Ethic, a passive asset manager, addresses the world's most significant issues today through its approach to sustainable investing.
This session will cover Elliott Chang's experience within the impact space and how Ethic, a passive asset manager, addresses the world's most significant issues today through its approach to sustainable investing.
Elliott Chang
Relationship Manager
Ethic
Elliott Chang is a Relationship Manager on the Growth team at Ethic, a sustainability-focused asset manager with a mission to shift all investing to sustainable investing. Elliott partners closely with advisors to provide their clients the ability to invest in line with their values! Before his current role, he was the AVP, Chief Compliance Officer of an asset management group based out of San Francisco. Elliott also serves on Associate Board for several non-profits local to New York & SF. He's a graduate of UCSB and, when not working, is being active to balance out his love for wine & whiskey!
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Contains 3 Component(s)
Virginia La Torre Jeker, J.D. a renowned International US Tax Specialist will be addressing the most recent hot topics and developments that affect Americans living abroad and cross-border families.
Virginia La Torre Jeker, J.D. a renowned International US Tax Specialist will be addressing the most recent hot topics and developments that affect Americans living abroad and cross-border families.
Virginia has hands-on experience with many US tax issues that arise in the international context having lived and worked in Asia and the Middle East since 1986. Her expertise includes cross-border transactions, expatriation and pre-immigration tax planning, FATCA, FBAR and US Tax compliance among others. She has been featured in Forbes, Bloomberg Tax, Tax Notes International and quoted in the Wall Street Journal, New York Times and Newsweek.
Virginia La Torre Jeker, J.D.
International US Tax Specialist
With over 35 years of US tax and international experience, Virginia has been a member of the NYS Bar since 1984. Virginia has been practicing US tax overseas since 1986, working in Asia and the Middle East. She provides expert insight into the latest changes in American tax laws and outlines the US tax obligations of American expats and foreign persons having any US connections.
Virginia has an expertise in cross-border transactions and structuring, FATCA, regaining US tax compliance with previously unreported foreign income, assets or accounts, expatriation tax planning along with step-by-step expatriation guidance, and providing specialist advice for international families in numerous areas of US international tax. With her help, scores of individuals and families around the world have negotiated the Internal Revenue Service OVDP and “Streamlined” amnesty programs, getting tax affairs back on track. Working with tax and attorney colleagues across the globe, Virginia excels in solving cross-border and multi-jurisdictional tax matters and has developed a unique and sought-after specialty in analyzing the US tax consequences of transactions involving Sharia law.
Virginia’s tax advice is highly knowledgeable, reliable and solution-focused. Providing US tax advice overseas for over 35 years with Asian and Middle Eastern families, she can appreciate the sensitive and special situations involved in multi-national families and in which US persons abroad often find themselves. Virginia has worked as a US tax consultant for international law firms, major banks (including HSBC) international accounting firms (Deloitte) and trust companies. Early in her career she worked in New York with the top-tier law firm, Willkie Farr & Gallagher.
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Contains 3 Component(s)
The financial services industry has grown way up.
The financial services industry has grown way up. The independent ranks are full of mature, valuable practices built over years of dedicated hard work by talented advisors. Now what? What does the next chapter look like for the many seasoned advisors ready to reap the rewards of their business and successfully transition it into the next leader’s capable hands?
I help advisors plan their successions and transition their practices. I look forward to sharing my outlook on the industry succession landscape and offering examples that bring clarity and help you shape your individual succession experience.
- Myths and realities – a future outlook for the independent practice
- Types of succession scenarios – what’s working for who
- How to evaluate your options for stepping away – internal, external, when
- What makes a successful transition to another advisor, what can go wrong?
- What client experience aspects to consider in the transition
Tammy Breitenbach
Executive Business Coach
Carson Coaching
Tammy Breitenbach is an Executive Business Coach with Carson Coaching where she specializes in providing business counsel and leadership advice to owners of independent financial services firms. Tammy is passionate about helping advisors run businesses that function well and build long-term value to support their bigger wants and purpose in life.
Prior to joining Carson Group in 2018, Tammy spent 10 years of private consulting to independent advisors as the Principal Consultant of Catalyst Partners, a company she founded in 2008. Before launching Catalyst, she served seven years in director-level practice management roles for H&R Block Financial Advisors (now Ameriprise).
Carson Coaching is the exclusive coaching partner of the FPA.
Tammy’s articles have been featured in Journal of Financial Planning, ThinkAdvisor and Investment News. You can read more about Carson Coaching programs at www.carsoncoaching.com.
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Contains 3 Component(s)
During this presentation David and John Auten-Schneider will cover the 2022 Motley Fool/Debt Free Guys LGBTQ+ Money Study and then introduce Queer Money Academy, Rainbow Network and the LGBTQ+ Donor Advised Fund.
During this presentation David and John Auten-Schneider will cover the 2022 Motley Fool/Debt Free Guys LGBTQ+ Money Study and then introduce Queer Money Academy, Rainbow Network and the LGBTQ+ Donor Advised Fund.
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