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Contains 3 Component(s) Includes a Live Web Event on 12/11/2024 at 12:00 PM (MST)
The largest financial risk to an insurance agency in 2024 according to Allianz’s recent risk study is Cyber Crime.
The largest financial risk to an insurance agency in 2024 according to Allianz’s recent risk study is Cyber Crime. The attacks are getting more complicated and the with more frequency than in the history of cyber- crime. In that same time, the technology and tools are drowning business leaders in features and starving them for benefits. During our time, we’ll look at the top cyber-crimes in the industry today, how they are impacting you and your customers, and the top cyber secrets to severely lower the risk of an attack and the overall impact of a breach.
- Attendee will get an understanding of the financial impact of not addressing cyber crimes
- Attendee will learn how cyber-crime has changed in 2024 and how to spot them
- Attendee will learn what Not To Do when trying to protect themselves or customers from cyber crimes
- Attendee will learn Top Cyber Secrets to lowering their risk of an attack and the impact if/when one occurs
Daniel Metcalf
Co-Founder
CyberFin
He’s the self-proclaimed “Geek” at CyberFin. Daniel loves to solve business challenges with technology. With 20 years’ experience in the tech space and the last 7 years providing cyber services to Financial Services organizations and their customers, Daniel knows the importance of cyber security protection. Daniel says he has the best job at the company, combining his passion for technology and education in his quest to eliminate cybercrimes and regulation fines in the SMB space.
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Contains 3 Component(s) Includes a Live Web Event on 12/04/2024 at 12:00 PM (MST)
Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns.
Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns. In this presentation, we will look at two research papers that aim to highlight our ability to outperform indexing in both the equity and fixed income spaces.
- Forward rates contain reliable information about the expected returns of global government and corporate bonds.
- Index-tracking funds seek to match an index’s performance. This goal may lead to constraints and implementation costs that hurt returns.
- The presenter will also highlight new and upcoming research from Dimensional.
Kaitlin Hendrix, CFA
Asset Allocation Research Director & VP
Dimensional Fund Advisors
Kaitlin Hendrix is the Asset Allocation Research Director and a Vice President at Dimensional. She conducts research and analyses to evaluate and enhance investment strategies and conducts empirical research on a variety of investment topics. Kaitlin leads asset allocation research to develop value-added investment solutions that seek to meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner.
Kaitlin has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University. She is a CFA® charterholder and a member of the CFA Society of Austin.-
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Contains 3 Component(s) Includes a Live Web Event on 11/21/2024 at 2:00 PM (MST)
Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5th election will mean for the profession.
Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5th election will mean for the profession. Will planners see a “rubber band effect” if Republicans take control and push for de-regulation from the Biden years? What will happen to the Tax Cuts and Jobs Act provisions that are set to expire next year without government action? With the presidential contest too close to call, some of the issues to be covered are not ‘What If’ scenarios but more of the ‘What and when’ actions in the wake of what may be the Mother of all Cliffhanger Elections.
Duane Thompson
President
Potomac Strategies, LLC
Duane is president of Potomac Strategies, LLC, a legislative and regulatory consulting firm founded in 2009. He has 25 years of experience specializing in analysis and advocacy work related to federal and state regulation of financial advisors. Duane is a periodic contributor to the Investment and Wealth Institute’s flagship publication, Investments & Wealth Monitor, as well as Prudent Practices for Investment Advisors, a publication of Fi360, Inc., a Broadridge company. Duane holds the Accredited Investment Fiduciary Analyst designation, a Master's in journalism from the University of Missouri-Columbia, and a Bachelor of Arts with a double-major in history and studio art from Principia College in Elsah, Ill.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/20/2024 at 12:00 PM (MST)
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning.
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This webinar will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Discover how AI-powered tools can enhance your practice, streamline complex processes, and offer innovative solutions tailored to your clients' needs. Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.
- Participants will gain historical perspective on how Artificial Intelligence has become a powerful and useful tool to planners.
- Participants will learn how to design practical AI inquiries to assist with daily tasks and larger projects.
- Participants will understand some of the ethical and compliance concerns firms have for their planners using artificial intelligence.
Ross E. Bruch, Esq.
Managing Director, Senior Wealth Planner
Brown Brothers Harriman & Co.
Ross advises individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining Brown Brothers Harriman & Co. in 2017, Ross was in private legal practice, where he focused on estate and gift tax planning, tax-exempt organizations, and closely held business succession planning. Ross recently obtained a master's degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.
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Contains 3 Component(s) Includes a Live Web Event on 11/12/2024 at 1:00 PM (MST)
Estate planning is different for everyone. Helping your clients figure out how to transfer their estate to the people they would like it to go to can be complicated.
Estate planning is different for everyone. Helping your clients figure out how to transfer their estate to the people they would like it to go to can be complicated. This session will discuss what estate planning is and the typical documents necessary to achieve your clients estate planning goals. We will focus on the health care proxy, financial power of attorney, will, revocable trust and irrevocable trust.
Michele B. Collins, JD
Director - Advanced Sales
Mass Mutual Financial Network
Michele Collins is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife.
As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work.
Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar.
Michele is a former member of the Board of Directors and the Past-President of the Boston Chapter of the Society of Financial Service Professionals (FSP). Michele is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program. She is also an active volunteer with New England Donor Services (NEDS).
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/06/2024 at 12:00 PM (MST)
In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates.
In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates. Additionally, we will examine the home as an independent legacy asset that can be used to pay taxes for Roth Conversions or finance life insurance trusts. Finally, we will look at client profiles that could benefit most from the inclusion of a reverse mortgage in their retirement plan, and how to present the concept to them.
Stephen J. Resch, CLTC
Vice President Retirement Strategies Division
Finance of America
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.
Craig 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.
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Contains 3 Component(s) Includes a Live Web Event on 10/29/2024 at 1:00 PM (MDT)
Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.”
Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.” We’ll dive deep into lead generation techniques, conversion strategies, and the latest tools that can help you grow your client base faster than ever. Whether you’re a seasoned professional or just starting out, this webinar is designed to help you elevate your sales game.
Dan Solin
Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?
In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.
His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is https://wealthierbook.com
Dan is a regular blogger for Advisor Perspectives.
Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.
He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.
He was formerly a registered investment advisor with several prominent advisory firms.
He resides in Bonita Springs, FL with his wife, Patricia.
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Contains 3 Component(s) Includes a Live Web Event on 10/23/2024 at 10:00 AM (MDT)
Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession.
Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession. This presentation will help financial planners be more effective in their efforts to support clients who may have ADHD. Attendees will learn what ADHD is, how they can recognize signs without engaging in assessment or diagnosis. how ADHD affects finances, and a framework for understanding and troubleshooting common ADHD client issues. Attendees will also learn specific, practical steps they can take to make their practices more ADHD-friendly, which can lead to better client experiences, more enjoyable interactions, and increased referrals.
Christine Hargrage, Ph.D.
Christine Hargrove, PhD, is a financial therapist, author, speaker, and researcher in Athens, GA. She offers professional consultations, coaching, and resources through her website, www.drchristinehargrove.com, and will begin offering individual, couple, and family therapy in late 2024 (www.hargrovetherapy.com).
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Contains 3 Component(s) Includes a Live Web Event on 10/18/2024 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.
In October Larry will provide a tax update.
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 10/17/2024 at 10:00 AM (MDT)
In this session, you will learn how to make this a person-centered process and what the alternatives to guardianship are in our state and our country.
In this session, you will learn how to make this a person-centered process and what the alternatives to guardianship are in our state and our country. We will discuss the range of options to support legal decision-making, including supported decision-making agreements (“SDM”), Health Care Proxies, Powers of Attorney and more.
Annette Hines
Attorney, mother, author, advocate and founder of Special Needs Law Group, Special Needs Family Services, The Special Needs Companies, and host of Parenting Impossible - The Special Needs Survival Podcast. Annette Hines, brings personal experience with special needs to her work as the mother of two daughters, one of whom passed away from Mitochondrial disease in November 2013. This deep personal understanding of raising a child with disabilities fuels her passion for quality special needs planning.
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