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  • Understanding and Responding to Fight/Flight/Freeze in Client Appointments
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/30/2025 at 10:00 AM (MDT)

    Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss: What we normally think of in the situation of fight/flight/freeze How fight/flight/freeze is healthy and natural Why does it show up in Financial Advisor appointments with clients What to do and what not to do when encountering fight/flight/freeze in client appointments

    Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss:

    • What we normally think of in the situation of fight/flight/freeze
    • How fight/flight/freeze is healthy and natural
    • Why does it show up in Financial Advisor appointments with clients
    • What to do and what not to do when encountering fight/flight/freeze in client appointments

    Competency Level: Interpersonal Impact
    FPA Competency: Fiundational
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

  • International Issues for the Domestic Planner
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/16/2025 at 9:00 AM (MDT)

    Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put.

    Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put. Many folks may leave the US temporarily, or permanently and of course, many people move to the US for the first time. This can include clients with assets spanning multiple borders, citizenship in more than one country, children living abroad, etc. and all have unique complexities that must be dealt with. This presentation will provide a framework to help you tackle the Int’l client and then cover some of the “Oops” and “Ah Ha!” moments.

    Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

    Competency Level: Client Communication & Care
    FPA Competency: Intermediate
    CFP Board Topic: General Financial Planning Principles
    CFP Board CE Credit Hours:

    • By the end of the presentation, the participant will be able to…Have a better understanding of the issues to consider with a cross border client
    • By the end of the presentation, the participant will be able to…Understand some of the pitfalls/opportunities with a cross-border client
    • By the end of the presentation, the participant will be able to…Have a broad knowledge of how to advise a cross-border client

  • The One, Big, Beautiful Bill and What it Means for Financial Planners
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/15/2025 at 12:00 PM (MDT)

    Brought to you by the Tax & Estate Planning Knowledge Circle: The Tax Cuts and Jobs Act will be expiring by the end of 2025, but in its place will be many tax provisions in The One, Big, Beautiful Bill.

    Brought to you by the Tax & Estate Planning Knowledge Circle: The Tax Cuts and Jobs Act will be expiring by the end of 2025, but in its place will be many tax provisions in The One, Big, Beautiful Bill. We will be reviewing the latest provisions in this tax bill and talk about what your clients need to do before the end of the year since some tax breaks may be gone at the end of the year. There are also many new tax provisions to learn about.  

    Competency Level: Intermediate
    FPA Competency: Critical Thinking
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    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.

  • The Value of the CFP Education for New Advisors Entering the Industry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/01/2025 at 1:00 PM (MDT)

    Brought to you by the Business Success Knowledge Circle: With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice.

    Brought to you by the Business Success Knowledge Circle: With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice. 

    Clients need assurances that the support they get from financial professionals can be verified by a trusted authority that as formulated a system for ensuring a minimal level of competence, knowledge, ethics, experience and dut to serve the public well. 

    The CFP has become a highly valued professional standard in a critically important field.  To earn it is to demonstrate a commitment to excellence and therefore it has become an important career-building goal for increasing numbers of practitioners.   To support new advisers who desire to acquire the marks therefore has become a collective opportunity. 

    More and more companies are requiring the CFP marks as a condition of employment and/or advancement.  For increasing numbers of aspiring ---and currently practicing- financial professionals it has become a potential barrier to entry. 

    Are we sponsoring a work environment and culture we can enable colleagues in our organization to earn the marks? 

    Brett Danko is a leading educator in preparing aspiring financial advisors – and highly experienced ones too – to attain the CFP designation.  As a practicing professional with his own financial services practice, he is well versed in guiding us through practical steps to creating nurturing work environments to encourage advisors to work through the regimen to become CFPs!

    Competency Level: Foundational
    FPA Competency: Client Communication & Care, Professionalism
    CFP Board Topic: N/A
    CFP Board CE Credit(s): 0

    Brett Danko, CFP®

    Brett Danko, CFP® has worked in the financial services industry for over 25 years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top-tier financial advisors and to consult on complex planning issues affecting their clients.

    Brett is a dynamic speaker with the ability to deliver complex information to professionals and clients in an easily understandable way. He teaches the required CFP® Certification Education Courses (Financial Planning, Insurance, Investments, Income Tax, Retirement, Estate and Capstone) and CFP® Board Certification Examination Prep Courses throughout the United States. He also provides classroom continuing education to industry professionals and regularly teaches the CFP® Ethics course. Brett is a frequent speaker at key client events where he presents on emerging and hot topics in the financial planning arena.

    In addition, Brett has his own RIA with over 30 financial advisors across the country that manages over $2 billion dollars. Brett is also a volunteer consultant for various organizations. In that capacity, he helps the organizations clients address their complex financial planning situations.

    Brett grew up in Pittsburgh, PA and is a graduate of the University of Pennsylvania. He lives in Newtown, PA with his two children, one cat and one dog.

  • Tax Talk with Larry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/27/2025 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 June, Larry will be joined by Michella Drummond and they will be discussing health benefits.

    If you have questions ahead of time, you can send them to learning@onefpa.org. 

    Competency Level: Advanced
    FPA Competency: Critical Thinking, Leadership
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    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.

  • Dana Anspach Talks Home Equity
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/25/2025 at 12:00 PM (MDT)

    With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.

    With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes. Join us as we discuss:

    - What are the different options for using home equity, and when does it make sense to consider them.
    - Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive distribution rates?
    - Can home equity bring cash flow and income tax efficiencies to a retirement plan?
    - Other generational and wealth transfer opportunities. 

    Disclaimer:

    The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

    By the end of the presentation, participants should be able to:

    • have a broad based understanding of a reverse mortgage and how it works. 
    • determine if home equity can solve for planning shortfalls, adding safety and security to a retirement. 
    • identify which client profile could benefit the most from including home equity in their retirement plan. 

    Competency Level: Intermediate

    FPA Competency: Critical Thinking

    CFP Board Topic: Retirement Savings & Income Planning

    CFP Board CE Credit Hours: 1

    Dana Anspach, CFP®, RMA®

    Founder and CEO

    Sensible Money, LLC

    Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money, LLC, a firm specializing in retirement income planning for a national clientele. For three years, Sensible Money ranked on the Inc. 5000 list of fastest-growing privately owned companies in the U.S. and has made Investment News Best Places to Work for two years in a row.

    She is the author of How to Plan for the Perfect Retirement, a lecture series on The Great Courses, and Control Your Retirement Destiny, available on Amazon. 

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  • Americans Moving Abroad - What Planners Need To Know
    Product not yet rated Contains 3 Component(s)

    Brought to you by the PridePlanners Knoweldge Circle: Many clients, especially LGBTQ+ clients, have been talking about moving to a foreign country.

    Brought to you by the PridePlanners Knoweldge Circle: Many clients, especially LGBTQ+ clients, have been talking about moving to a foreign country.  What information do they need to know? What about tax implications, transferring funds, staying invested or investing in another country? Where can we, as planners, find information to help and guide our clients? 

    Competency Level: Intermediate
    FPA Competency: Critical Thinking, Client Communication and Care
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    Brian Wruk, CFP®(US, CDA), TEP, CIM

    President

    Transition Financial Advisors Group

    Brian Wruk is a Certified Financial Planner™ specializing in the community of people making the transition between Canada and the U.S. His firm, Transition Financial Advisors Group, Inc., is a fee-only, comprehensive financial planning, investment management, and Canada/U.S. tax planning and preparation firm.  A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation. Brian is the author of The Canadian in America and The American in Canada.

  • How to Work with Tax Professionals
    Product not yet rated Contains 3 Component(s)

    Brought to you by the Asian-American/Pacific Islanders Knowledge Circle: For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.

    Brought to you by the Asian-American/Pacific Islanders Knowledge Circle: For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.  In this session he will cover the following:

     Who are tax professionals.

    • What do tax professionals do. 
    • Best practices for working with tax pros. 
    • Don'ts with Tax Pros

    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.

  • Journal of Financial Planning CE Exam: June 2025
    Product not yet rated Contains 2 Component(s), Includes Credits

    Self-study exam based on the Journal of Financial Planning, June 2025 Issue

    Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; General principles of effective communication; Types of investment risk; Market cycles; Asset allocation and portfolio diversification; Investment strategies; Business owner insurance solutions; Strategies to transfer property; Estate and incapacity planning documents; and Planning for divorce, unmarried couples and other special circumstances.


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

    • How to bridge the communication gap between researchers and practitioners
    • Investment strategies during a bear market
    • How and 831(b) plan can help cover risks to a business
    • Estate planning strategies for unmarried couples









  • Aligning Behavioral Finance With A Purpose
    Product not yet rated Contains 3 Component(s)

    Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making.

    Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making. It explores how stress, media, and societal shifts affect psychological and financial behavior, culminating in a practical model to help individuals align their values, goals, and actions for more intentional living.

    Competency Level: Intermediate
    FPA Competency: Critical Thinking
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    Oliver Schnusenberg, Ph.D., CFT, CFP, BFA

    Financial Coach & Founder

    Equilibria Evolution

    Oliver Schnusenberg was born in Germany, where he lived until 1989, when he moved to the U.S. In 1993, he received his B.S. degree in Hospitality Management from Lynn University in Boca Raton, FL. In 1995, he completed his MBA degree with a specification in Accountancy from the University of Illinois at Urbana-Champaign. In 1999, he received his Ph.D. in Finance from Florida Atlantic University. In 2025, he completed the MSc program in Psychology and Neuroscience in Mental Health. Oliver is an Earle C. Traynham Professor of Finance at the University of North Florida. His work, which focuses primarily on Behavioral Finance, is published in a variety of journals, including the Journal of Financial Research, Energy Economics, and the Journal of Behavioral Finance. Oliver has co-authored the book entitled Closed-End Funds, Exchange-Traded Funds, and Hedge Funds. Oliver holds the CFTTM, CFP® and BFATM designations as well as the Psychology in Financial Planning Specialist Badge. He is a certified life coach and certified in neuropsychotherapy. He teaches in the Finance and Financial Planning majors at UNF and is a member of the Financial Therapy Association and the Financial Planning Association. In 2024, Oliver founded Equilibria Evolution, which transforms client’s financial lives through life coaching and financial therapy. Oliver lives in Jacksonville with his wife Lynda and their dog Roxie. 

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