Mike Byrnes, owner of Byrnes Consulting, will present about how to create clients that are raving fans, even in volatile or down turning markets. 

Attendees will get a better understanding of how to create highly satisfied clients, which can lead to better retention and even more client referrals.

The current environment for financial savings and investing is changing rapidly and tomorrow's clients will look very different than today's. Just as changes in the market require a new approach to financial strategies, changes in demographics require a new approach to attracting and retaining clients. To help you engage the next generation of clients and prospects, we'll share data-driven insights and offer creative ideas for servicing NextGen clients as they begin the journey to becoming the wealthiest generations in American history.

• How Millennial and Gen Z investors compare to other generations
• How technology and digitalization has shaped NextGen investor's expectations
• How financial professionals can better attract and retain NextGen investors

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 distinguished professional and planned giving expert, Bryan K. Clontz, to discuss the newest opportunities in charitable financial planning: qualified charitable distributions (QCDs) for life income gifts, charitable remainder trusts and charitable gift annuities (CRTs and CGAs). This webinar will cover new rules, open questions, practical considerations, and case study opportunities to equip attendees with the valuable information needed to best assist their clients.

• Understand the quick history and prior QCD rules;
• Discuss tax implications and practical considerations of these types of donations with clients; 
• Create new, tax-wise charitable life-income donations for clients!

In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group. We ask participants to bring planning topics, specific cases, and questions to discuss and brainstorm in an open forum format. The conversation may touch on topics including, but not limited to:

• Being LGTBQ+ and the impact on your finances and how it's different for different parts of the community 
• Family Planning and Implications for Finances 
• Partnership, Marriage, and Impacts on Planning
• LGBTQ+ Elder/Aging Planning
• Dealing with health, life and disability insurance for LGBTQ+ folks
• Considering the financial perspectives of different generations of LGBTQ+ folks

Our speaker this month is an expert in negotiating and will share with us how best to negotiation your compensation, whether that is salary, benefits, responsibility.  This session will apply to not only employees, but to those Solos who are negotiating client fees.  This is about knowing your worth and how to ask for it.

Self-study exam based on a thorough understanding of articles that include the topics of: Gift, estate, and GST tax compliance and calculation; Planning for special needs and circumstances; Social Security and Medicare planning; Distribution rules and taxation; and Retirement income and distribution strategies.

After reading and understanding the two articles required for this exam, the planner will:

• Understand how to incorporate future income taxes into an inheritance and how that works with 2 beneficiaries.
• Understand that the closer two beneficiaries are in future tax brackets, the less effective a coordinated estate plan will be in improving after-tax inheritance.
• Understand how a multiphase retirement withdrawal strategy can improve lifetime earnings after taxes due.

Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.

In this session, guest speaker Christian Munafo will cover:

• The evolution of the Private Market
• Private Capital Markets Poised for Continued Growth
• Secondary Market Overview
• Entry for Client Portfolios

Join us at May’s Tax and Estate Planning Knowledge Circle for a deep dive on how to read a client’s tax return for planning opportunities and accuracies. Whether you’re brand new to tax planning or looking for a refresher on how to make the most of the tax returns your clients are sending post tax filing season, this session is a great primer for those seeking opportunities to optimize tax planning strategies.

Join us for the May Women & Finance Knowledge Circle when we’ll be talking about how to help women clients write their new money narrative as they navigate life changing events.

When life is changing we get a big pause between the time the old normal is dissolving and a new normal is being created.

These life quake events can be a time of both pain and possibilities. Rather than acting on the previous money story you can invite your women clients to create a new narrative to guide their choices and decisions.

Susan will cover how to invite a bigger view of what comes next and how to use a customizable structure for discovery conversations.