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. 

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.

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.

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. 

1. Describe the aging nation crisis
2. Summarize the "bumpiness" of the aging process
3. List the elements of a comprehensive aging plan
4. Identify caregiver burnout
5. List solutions to family caregiving burnout.
6. List the reasons why seniors thrive when they move into a retirement or care community.
7. Describe a caregiver's role
8. 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.

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 value

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.        

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. 

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.

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 

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.