Unlock the hidden potential of centers of influence to build powerful referral relationships that consistently introduce more of your ideal-fit clients. Many advisors understand the value of COIs, but far fewer have a repeatable strategy for identifying, engaging, and activating them. The most successful advisors don't simply network—they build intentional partnerships that create mutual value and drive long-term growth.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:

Advisors will learn:

• How elite advisors identify and activate the right COIs
• The partnership model that produces consistent introductions
• How to turn COI relationships into long-term growth engines

Winning a client isn’t the finish line—it’s the starting point of long-term growth. The firms that grow consistently aren’t just good at converting; they’re intentional about what happens after. This session focuses on how to reinforce value post-conversion, deepen client relationships, and create the kind of experience that naturally leads to referrals. We’ll explore how consistent communication, proactive engagement, and thoughtful touchpoints turn satisfied clients into loyal advocates. Because retention isn’t passive—and referrals aren’t accidental. They’re the result of a structured, relationship-driven approach that compounds over time.

 What you’ll learn:

• How to reinforce your value after a client says yes
• What drives long-term loyalty in today’s client relationships
• How to create natural, low-friction referral moments
• Where most firms underinvest post-conversion—and how to fix it

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

Learn a practical, proven enrollment framework for transforming sales and referrals from occasional wins into a repeatable growth engine. Most advisors know growth matters. Fewer know how to create it consistently. The strongest advisors don't rely on chance, charisma, or market conditions. They rely on intentional conversations, proven systems, and repeatable behaviors that turn trust into action.

Competency Level: Foundational
FPA Competency: Critical Thinking, Client Care & Communication
CFP Board Topic: Professional Conduct & Regulation
CFP Board CE Credit Hours:

By the end of this presentation, participants will be able to:

• Frame a discovery meeting
• convert first meetings into second meetings
• and how to generate more consistent referrals

Brought to you by the PridePlanners Knowledge Circle & NAPFA Pride; Guest speaker Angela Giampolo will lead an engaging and practical session focused on the critical role estate planning plays in protecting LGBTQ individuals, couples, and families. Drawing on nearly two decades of experience serving the LGBTQ+ community through Giampolo Law Group, Angela will walk attendees through the unique legal and planning challenges that LGBTQ clients often face, including relationship recognition, chosen family dynamics, parental rights, healthcare decision-making, inheritance planning, and legacy protection.

The session will highlight why traditional estate planning assumptions often fall short for LGBTQ clients and how advisors can help clients proactively address gaps before a crisis occurs. Angela will discuss core planning documents, common pitfalls, and real-world examples that demonstrate how thoughtful estate planning can affirm a client’s relationships, protect their wishes, and preserve their assets for the people and causes they care about most. The session is designed to equip advisors with greater awareness, practical language, and actionable strategies so they can better support LGBTQ clients in building estate plans that are legally sound, inclusive, and deeply personal.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Estate Planning
CFP Board CE Credit Hours:1

• Identify the key estate planning needs and vulnerabilities that uniquely affect LGBTQ individuals, couples, families, and chosen family networks.
• Understand the core legal documents and planning tools that help protect LGBTQ clients’ healthcare wishes, financial decisions, parental rights, inheritance intentions, and legacy goals.
• Apply practical strategies to help LGBTQ clients proactively address estate planning gaps, avoid common pitfalls, and ensure their relationships, assets, and wishes are fully protected.

Want to grow your practice, stand out from the competition, and become the go-to advisor for business owners? Succession planning represents one of the greatest untapped opportunities for financial planners. In this session, participants will learn how to identify succession planning opportunities, lead more strategic client conversations, collaborate with other advisors, and create more comprehensive planning engagements that strengthen client relationships and drive long-term practice growth.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise and focus on the provisions that are most likely to impact clients today, and in the years ahead. Attendees will gain a clear understanding of key planning opportunities, potential pitfalls, and how to thoughtfully communicate these changes to clients in a way that builds trust and confidence.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Tax Planning
CFP Board CE Credit Hours: 1

• Summarize the major components of the One Big Beautiful Bill Act (OBBBA) relevant to financial counselors and planners.
• Highlight planning opportunities created by OBBBA.
• Demonstrate communication strategies to turn complexity into actionable steps that clients can understand and implement.

Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold. Many clients, however, hold substantial home equity that could be incorporated into planning. This session will show advisors how reverse mortgages can work alongside traditional funding methods to help manage cash flow for care and make it easier for people to stay in their homes. Through practical guidance and case studies, participants will learn about eligibility, costs, safeguards, and how housing wealth can generate contingent liquidity, reduce portfolio strain, and improve retirement flexibility within a best-interest framework.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning, Risk Management and Insurance Planning, Retirement Saving and Income Planning
CFP Board CE Credit Hours:1

• Analyze how home equity strategies, including reverse mortgages, can be integrated with traditional LTC and hybrid insurance to manage care-related cash flow and support aging-in-place goals. 
• Describe the fundamental mechanics of reverse mortgages, including eligibility criteria, cost structures, and consumer safeguards, to accurately assess product suitability for clients.
• Demonstrate, through case study analysis, how housing wealth can generate contingent liquidity to reduce portfolio strain and enhance retirement flexibility within a best-interest framework.

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 August, Larry will be joined by Daleele Alison and they will be discussing practice management efficiency.

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: Tax Planning
CFP Board CE Credit Hours: 0

Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way to AI-driven search, changing client expectations, and increasing competition, sustainable growth requires more than generating new leads—it demands alignment across your marketing, operations, client experience, and team.

Together, we'll explore the many paths to growth, from organic marketing and referrals to new markets, acquisitions, and strategic partnerships. More importantly, we'll discuss how to build the internal systems, culture, and client experience that allow your firm to grow without compromising the relationships that made it successful in the first place. Be prepared to participate, share ideas, and learn from your peers.

What You'll Learn:

• How advisory firms are creating new business through organic, inorganic, and relationship-driven growth strategies
• The evolving role of content, SEO, and AI in helping the right prospects find—and trust—your firm
• Practical ways to expand into new markets while maintaining a consistent client experience
• How to balance growth with operational capacity so scaling strengthens, rather than strains, your business
• Strategies for creating a culture where your team understands, embraces, and contributes to your firm's growth

Whether your firm is looking to accelerate growth, enter new markets, or simply build a more scalable foundation for the future, this session will provide practical ideas and engaging discussion to help you grow with greater clarity, confidence, and intention.

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

This webinar will explore how evolving retirement needs are reshaping the role of advisors and insurance professionals, with a growing emphasis on delivering income that lasts throughout a client’s lifetime—not just managing assets through accumulation. As guaranteed retirement income options become more widely available within 401(k) plans, advisors have a unique opportunity to expand their value by helping clients stay in-plan rather than defaulting to rollovers. We will discuss why this shift is gaining momentum today, what in-plan guaranteed income solutions look like, and how they compare to traditional out-of-plan strategies. The session will also highlight practical best practices for evaluating and positioning these options, enabling advisors to better support long-term client outcomes while strengthening ongoing relationships beyond retirement.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Savings and Income Planning
CFP Board CE Credit Hours: 

• Navigate Regulatory Shifts: Understand SECURE Act provisions driving 401(k) in-plan income adoption.
• Evaluate Income Vehicles: Compare guaranteed, non-guaranteed, and hybrid solutions to traditional rollovers.
• Evolve Your Practice: Transition from asset gatherer to retirement income planner using actionable frameworks.