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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/15/2023 at 8:00 AM (MDT)

    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 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.

  • Product not yet rated Contains 1 Component(s) Includes a Live Web Event on 03/14/2023 at 1:00 PM (MDT)

    ​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.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/17/2023 at 2:00 PM (MST)

    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. 

    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.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/15/2023 at 12:00 PM (MST)

    Participants will learn how to help clients prepare for the possibility of aging alone without family nearby.

    The 2020 U.S. Census reports, 1 million+ women enter the growing ranks of nearly 15 million widows and widowers in America each year, the median age a woman becomes a widow is 59.4, half of widows over 65 will outlive their husbands by 15 years, and 80 percent of men die married, yet 80 percent of women die single. 

    Clients need to consider the high probability of aging alone and then approach the future using a method to assess, discover, and plan. 

    Participants will learn how to help clients prepare for the possibility of aging alone without family nearby. 

    Participants will learn:
    1. Why a life plan is necessary. Every person’s life is filled with risks and strengths. It’s important for clients to assess both if they want a secure, long life. 
    2. How to help clients organize for and research the available options that will address, improve, and rectify the risks, while maintaining the strengths. 
    3. The steps needed for clients to design and deploy a plan of action leading to a stronger and secure future. 

    Carol Marak

    Author

    CAROL MARAK LLC

    Carol Marak, Author, Life Planning Coach, Speaker, Founder of the Elder Orphan Facebook Group, and former family caregiver. Her book, SOLO AND SMART, A Roadmap for a Supportive and Secure Future is based on Carol’s own plan as a single senior facing the retirement years alone. Caregiving was her wake-up call and it revealed what’s needed when planning a secure future. Carol is a native Texan and lives in a highly active Dallas urban area. More about Carol at CarolMarak.com and SoloLivingCoach.com.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/14/2023 at 10:00 AM (MST)

    ​Shelbi Day, Chief Policy Officer, and Rebecca Willman, Chief Community Engagement + Programs Officer, from Family Equality talk about many of the ways LGBTQ+ people form their families, the laws and policies that impact their ability to do so, and resources available to support LGBTQ+ families.

    Shelbi Day, Chief Policy Officer, and Rebecca Willman, Chief Community Engagement + Programs Officer, from Family Equality talk about many of the ways LGBTQ+ people form their families, the laws and policies that impact their ability to do so, and resources available to support LGBTQ+ families. Family Equality, a national nonprofit formed in 1979, is the leading national organization for LGBTQ+ families who are actively parenting or seeking to create or expand their families. They work to ensure that everyone has the freedom to find, form, and sustain their families by advancing LGBTQ+ equality through advocacy, support, storytelling, and education. Learn more at familyequality.org.

    Shelbi Day

    Chief Policy Officer

    Family Equality

    Shelbi Day joined Family Equality in October 2016 as Senior Policy Counsel and now works as the Chief Policy Officer in our Policy Department. In this position, Day leads Family Equality’s policy work throughout the United States and manages the organization’s amicus curiae (“voices”) briefs that highlight the real-life harm and impact on LGBTQ parents and their children through the use of their voices and stories. She also assists in public education efforts by leveraging the stories of LGBTQ families and by facilitating workshops and creating written resources. Most of Day’s career has been in civil rights litigation focusing on LGBTQ issues, though she worked briefly in private practice at the boutique law firm of Bouneff, Chally & Koh in Portland, Oregon, practicing in the areas of adoption, surrogacy, and assisted reproductive technology. Day was a staff attorney in the Western Regional Office of Lambda Legal, where she was a member of the legal team in Sevcik v. Sandoval, a successful challenge of Nevada’s law prohibiting gay people from marrying, and the ACLU of Florida where she was on the legal team for the case that ultimately rendered unconstitutional Florida’s ban on gay people adopting. Day has also worked as a staff attorney at National Center for Lesbian Rights and Southern Legal Counsel, Inc. Day graduated with high honors from the University of Florida Levin College of Law, and has a master’s degree in Latin American Studies. She served as a law clerk for the Hon. Charles R. Wilson of the U.S. Court of Appeals for the Eleventh Circuit. She lives with her family in Madison, Wisconsin.

    Rebecca Willman

    Chief Community Engagement & Programs Officer

    Family Equality

    Rebecca Willman (she/her) has spent most of her adult life ensuring bodily and emotional autonomy for individuals and families. Prior to Family Equality, she worked at Abortion Care Network supporting the sustainability of community-based abortion clinics and creating a strong and thriving national network of local abortion providers and allies. Before that, she spent many years working in clinics providing direct care to abortion seekers. 

    Rebecca is also trained as a doula and direct-entry midwife and spent several years supporting people through pregnancy, labor, and early postpartum. A former academic, she has published, taught, and researched in the fields of reproductive health and freedom, gender, and sexuality. She spent 15 years as a yoga and meditation teacher as well. 

    Grounded in empathy, intersectionality, generosity, and a bias toward action, Rebecca’s goal at Family Equality is to create transparent, focused, and equitable programming that moves us closer to racial justice and freedom for LGBTQ families. She believes that equity and justice are realizable. In the words of Arundhati Roy, “Another world is not only possible, she is on her way. On a quiet day, I can hear her breathing.”

    Rebecca is raising her adorably magical twins in the mountains of Western North Carolina with the love of her life, Al. She’s a part of a large and loving queer community that helped her become a parent – it’s a story too long to share here, but you should ask her about it sometime! 

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/09/2023 at 12:00 PM (MST)

    ​According to the CDC, two out of every three caregivers in the United States are women.

    According to the CDC, two out of every three caregivers in the United States are women. Women who take on the responsibility of caring for aging parents or other friends and family, whether through health, sickness, or disability have unique needs. This interactive session will explore the growing need for caregiving and how advisors and financial professionals are helping their clients who are caregivers.

    Ashley Ilardo

    Regional Director and Vice President

    Dimensional

    Regional Director and Vice President Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional's specialty groups and communities. She is the leader of Dimensional's Women and Wealth Community, Dimensional's largest client community, which brings together advisors to better support women investors across different demographics and life stages. She also serves as Chair of the firm's Women's Inclusion Network.

     In her career at Dimensional, Ashley has worked with some of Dimensional's largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.
     
    Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/07/2023 at 1:00 PM (MST)

    Curious about what money coaching is and how it can help your clients?

    Curious about what money coaching is and how it can help your clients? Coaching skills help financial professionals manage their client relationship more effectively. Join us to learn how it benefits clients, the benefits of one-to-one and group coaching, and how it can best serve Latinos. We’ll be hearing from:

    • Saundra Davis, Executive Director, Sage Financial Services
    • Lea Landaverde, Money Coach, The Riqueza Collective
    • Diana Yáñez, Financial Empowerment Coach, All the Colors
    • With Phuong Luong, Financial Planner, as moderator


    Saundra Davis, MSFP, FFC®, FBS®

    Founder and Executive Director

    Sage Financial Solutions

    Saundra Davis, MSFP, FFC®, FBS® is a US Navy veteran, financial coach, speaker, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income. Her experience in the U.S. Navy and her twenty years serving community-based organizations led her to the reality that the best way to help people find a path out of poverty is to help them become their OWN financial expert.

    Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. She is a Financial Behavior Specialist FBS® and her philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. Saundra has been an active proponent of building a more inclusive financial planning community and has served on the Financial Planning Association local and national pro bono and diversity committees.

    Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

    Lea Landaverde

    Money Coach

    The Riqueza Collective

    Lea Landaverde is The Latina Wealth Activist, a First-Gen, Queer Finance Creator. She is the founder of The Riqueza Collective est. in 2020, a holistic financial services company offering wealth coaching and financial education for the next generation of wealth builders. Lea is also the host of Mi Riqueza Podcast, a podcast redefining the way we view wealth. Lea has 7+ years of experience in the financial industry from wealth management and investment banking to financial literacy education. 

    She earned her Masters in Finance with a Graduate Certificate in Information Systems at the University of Utah in 2020 and earned her Bachelors in Finance from Utah Tech University in 2016. Her mission is to provide transparency to the financial system and provide the tools to marginalized communities to build wealth. Lea is an advocate for Immigrants, BIPOC and LGBTQ+ rights and mental health awareness.

    Diana Yáñez, MA, CFP®, RLP®

    Financial Educator and Empowerment Coach

    All the Colors

    As a financial educator and empowerment coach at All the Colors, my love of numbers and desire to see others flourish dance to the same beat. While my technical skills will help clients quickly navigate financial questions, it’s my ability to empower them that transforms their relationship with money. 

    I earned a BA in Economics and International Studies and and MA in Demographics and Social Analysis at the University of California, Irvine. Before finding my calling as a financial planner and coach I worked in social services, population projections, and business analysis at a manufacturing company. In financial planning I've found the perfect fit between complex analysis and meaningful contributions to other’s lives.

    Phuong Luong, CFP®

    Financial Planner and Educator

    Phuong Luong, CFP (she/her) is an educator and financial planner. Phuong specializes in financial planning and sustainable investing for individuals and families across income and wealth spectrums. Phuong is a member of the CFP Board’s Center for Financial Planning’s Diversity Advisory Group to build pathways to attract and retain financial planners from diverse backgrounds into the profession, and recently served as Chair of the CFP Board’s Council on Education, where she advised on the development of education and certification standards for CFP professionals. Phuong is also a Facilitator for the Boston University Financial Planning Program and a contributor to Morningstar, where she writes about financial planning and sustainable investing for an advisor audience.

  • Product not yet rated Contains 2 Component(s), Includes Credits

    Self-study exam based on the Journal of Financial Planning, February 2023 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; and Social Security and Medicare planning.

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

    • Understand how different races might approach the topics of finances separately.
    • Understand how to reach more black households, who might not traditionally use a planner.
    • Understand the struggles a divorcing client will go through and how to provide guidance.
    • Understand options and limitations to collecting Social Security benefits off an ex’s work history after divorce.
  • Product not yet rated Contains 3 Component(s)

    Guest speaker Charles Sherry will be discussing the key themes that are impacting investors as 2023 gets underway.

    The first Investment Planning Knowledge Circle of 2023 will be held on January 24th at 3 pm ET.  Guest speaker Charles Sherry will be discussing the key themes that are impacting investors as 2023 gets underway.  Charles' goal is to educate, offer his perspectives and leave attendees with immediate talking points they can share with their clients.

    Charles Sherry, M.Sc.

    Principal

    Financial Jumble

    Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media. 

    He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

    Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.

  • Product not yet rated Contains 3 Component(s)

    Come and learn more about how a Residence-Based Taxation System and how it contrasts from the current US taxation arrangement of its citizens based on worldwide income.

    Come and learn more about how a Residence-Based Taxation System and how it contrasts from the current US taxation arrangement of its citizens based on worldwide income.  

    Marylouise Serrato

    Executive Director

    American Citizens Abroad

    Marylouise Serrato was born and raised in San Francisco, California. After graduating from San Francisco State University, she began a career in communications management working for over ten years for three San Francisco-based advertising agencies: Allen & Dorward & Co, BBD&O and McCann-Erickson. Marylouise was responsible for the management of a variety of consumer goods and services accounts, new product development and test marketing. Prior to moving to Europe, Marylouise traveled regularly to Italy where much of her family still lives. In 1994, she moved to Brussels, Belgium and in 2001 to Geneva, Switzerland. In Geneva, Marylouise worked as a freelance marketing consultant and taught Business language and topics to corporate clients. Marylouise joined ACA in 2002 working as Managing Director and in 2010 became Executive Director. In 2012, ACA moved its headquarters and the office of the Executive Director to Washington, DC where Marylouise has been directing the management and operations of the organization. Marylouise is married with three children, she splits her time between Washington, DC, Italy and Switzerland. Marylouise is fluent in Italian and French.