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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): 0Brett 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.
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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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Contains 1 Component(s) Includes a Live Web Event on 06/12/2025 at 12:00 PM (MDT)
Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion.
Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion. We’ll go beyond the headlines and dive into the experiences, challenges, and opportunities that shape our careers. This is not a lecture—it’s a space for connection, honesty, and mutual support.
Last year, we surveyed over 100 women across the financial advisory profession, and the results were clear: Women have made incredible strides, but many still experience leadership, opportunity, and even everyday client service differently than their male peers.
Our survey revealed:
- Mentorship often exists — but real sponsorship is still too rare.
- Imposter syndrome isn’t a lack of confidence — it’s often a sign that the system still wasn’t built for us.
- While DEI initiatives are more visible, many women feel they create surface-level change rather than meaningful impact.
- True allyship, collaboration among women, and values-driven leadership are key to changing the future.
Whether you're early in your career, leading a firm, or somewhere in between, your voice matters. Your story matters. We’ll explore our own personal stories, do some deep thinking, and harvest our experiences. Let's build a better future — together.
Come ready to share, listen, and leave inspired.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0Gretchen Halpin
Co-Founder
Beyond AUM
Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.
Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.
But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures, including Soothe Your Senses, an organic aromatherapy product line she launched in 2001. What started as a passion for health and wellness expanded into an international spa brand — with retail distribution in 30 U.S. states and five countries — that grew 250-percent annually for eight years.
As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plan that led an RIA firm to grow from $1 billion in assets under management (AUM) to more than $5 billion in AUM in five years. Under her leadership, Beyond AUM continues to assist firms, big and small, to reach their goals. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future.
Under the direction of Gretchen and her fellow co-founder, Beyond AUM's marketing strategy was recognized by My Perfect Client and Masters in Accounting, and the team led the development of a personal finance blog that was named a Top 50 Financial Advisor Blog by Michael Kitces in 2014 and 2015. Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney, the National Association of Personal Financial Advisors (NAPFA) and Financial Advisor Magazine.
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Contains 3 Component(s) Includes a Live Web Event on 06/10/2025 at 10:00 AM (MDT)
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: 0Brian Wruk, CFP®(US, CDA), TEP, CIM
President
Transition Financial Advisors Group
Born and raised in Edmonton, Alberta, Canada, Brian is a Certified Financial Planner™
specializing in the community of people moving between Canada and the U.S. His firm,
Transition Financial Advisors Inc., is a fee-only, comprehensive financial planning, investment
management and Canada-US tax planning and preparation firm. A dual Canada-US citizen,
Brian holds both the Canadian and US CFP designations, the Trust and Estate Practitioner
designation, the Canadian Investment Management designation and has been working with
Canada-US clients since January of 1997.Brian has written many articles, been quoted in numerous newspapers and journals and spoken
on Canada-US financial planning matters. Brian, has published two bestselling books entitled
“The Canadian in America: Real-life tax and financial insights into moving and living in the US”
(3rd Edition) and “The American in Canada: Real-life tax and financial insights into moving and
living in the US (2nd Edition).” In addition to having personal experience with his own Canada-
US moves, Brian assists the community by speaking on financial matters, doing pro bono budget
counseling, financial planning and tax work.-
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Contains 3 Component(s) Includes a Live Web Event on 05/29/2025 at 2:00 PM (MDT)
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.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/28/2025 at 12:00 PM (MDT)
Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this.
Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this. In this class, you'll learn how to effectively convey the need, recognize when it's time to begin the search for solutions, and understand the mechanics of the various types of long term care insurance products. You will understand the tax advantages of the various products, and how to leverage these in your clients favor.
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: Intermediate
FPA Competency: Client Communication & Care
CFP Board Topic: Retirement Planning
CFP Board CE Credit Hours: 1
- More effectively convey to clients the importance of LTC planning.
- Recognize which type of product may be most appropriate for specific clients, based on their overall circumstances.
- Understand the planning opportunities presented by 7702b products.
Kerry Peabody, CLTC, CLU
Clark Insurance
Kerry Peabody, CLTC, CLU has specialized in LTC insurance for nearly 30 years. He's been an LTC medical underwriter, a national sales director, and has been in direct sales for more than 20 years. He partners with financial planners, attorneys, and other professionals to help their clients tackle the extended care problem. He lives in Maine, but works across the country. He is an instructor for the Certification for Long Term Care (CLTC) designation, a Past President of the Maine Estate Planning Council, a board member for a local Lifecare community, and a volunteer in the Vets2Vets program.
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Contains 3 Component(s) Includes a Live Web Event on 05/23/2025 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 May, Larry will be joined by Joe Spillner and they will be discussing tax credits.
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: 0Lawrence 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 Credits Includes a Live Web Event on 05/21/2025 at 12:00 PM (MDT)
Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners.
Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners. Equip yourself with the knowledge to help your clients protect and pass on their legacy exactly as they envision.
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, the participant will be able to explain the difference between testate and intestate succession.
- By the end of the presentation, the participant will be able to explain the difference between a Power of Attorney (Attorney-in-Fact) and a Trustee
- By the end of the presentation, the participant will be able to explain the difference between revocable and irrevocable trusts
Competency Level: Advanced
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 1
Catherine E. Moore, J.D., LL.M.
Kembell Woods & Martinsen, LLP
Catherine Moore is of counsel at Kembell Woods & Martinsen, LLP. She focuses on estate planning, trust and probate administration, business succession planning and mediation. Ms. Moore earned her J.D. degree from the University of Missouri at Kansas City, a LL.M. in alternative dispute resolution from the University of Missouri – Columbia and LL.M. in taxation from the University of Missouri at Kansas City. Ms. Moore currently serves as the chair of the Missouri ADR Committee and is a board member of the Ozarks Technical Community College Board of Trustees. She is admitted to practice law in Kansas,Missouri and Arkansas.
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Contains 3 Component(s) Includes a Live Web Event on 05/21/2025 at 10:00 AM (MDT)
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: 0Oliver 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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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/20/2025 at 12:00 PM (MDT)
Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules!
Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules! Oh my! Navigating the world of higher education continues to be a challenge for clients as they attempt to help their students reach their academic and professional goals while minimizing the associated costs. Joe Messinger shares key updates to the college funding landscape for 2025, touching on the issues families commonly face when planning for education expenses. changes to financial aid calculations, financial application filing for divorced parents, and the use and limitations of 529 plans.
Competency Level:
FPA Competency:
CFP Board Topic:
CFP Board CE Credit Hours:Joe Messinger, CFP®, ChFC, CLU
Partner & Director of College Planning
Capstone Wealth Partners, LTD
Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease. Messinger is a Co-Founder of College Aid Pro™, the award-winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.
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