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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 04/17/2024 at 12:00 PM (MDT)

    This session will explore the unprecedented rapid rise in the 7520 rate in recent months

    This session will explore the unprecedented rapid rise in the 7520 rate in recent months. Planners will learn while the current environment increases the present value of a straight income interest or, much less dramatically, a unitrust interest, it sharply reduces the present value of a fixed annuity. The income tax benefit of setting up a gift annuity, or a charitable remainder annuity trust, is greatly increased, as a higher section 7520 rate assigns more value to the residuum. 

    • The participant will be able to discuss how certain charitable strategies are more or less attractive in a higher interest rate environment
    • The participant will learn how to calculate the benefits of vehicles like gift annuities and charitable remainder trusts
    • The participant will gain a better understanding of more complex planning opportunities like retained life estates or life income termination donations

    Bryan Clontz Ph.D., CFP®, CAP®, AEP®

    President

    Charitable Solutions, LLC

    Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ.

    John M. Hayes

    Senior Vice President of Charitable Estate Planning

    American Heart Association

    John Hayes is senior vice president of Charitable Estate Planning for the American Heart Association — an organization passionately committed to its mission to be a relentless force for a world of longer, healthier lives.

    In his role, John leads the association’s nationwide efforts to obtain charitable contributions of non-cash assets and deferred charitable estate donations.  John’s specialties include gifts funded with cash, equities, life insurance, or property through vehicles such as bequests, charitable gift annuities, beneficiary designations and charitable trusts.

    John has championed the AHA’s mission for more than 16 years. Under his leadership, the AHA has:
    • Established the American Heart Association Professional Advisor Network, which includes more than 13,000 professionals: including attorneys, financial advisors and wealth managers.
    • Created the American Heart Association Donor Advised Fund Program, which provides mission-aligned investing for donors with the AHA Tobacco-Free investment program.
    • Expanded the types of non-cash assets accepted for charitable giving — providing our donors with more creative ways to give, including an innovative system that makes it easier for them to make real estate gifts.

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  • Product not yet rated Contains 0 Product(s)

    Created by Annalee Kruger and Bob Mauterstock, CFP®, co-founders of Plan4Life, LLC, the Elder Planning Specialist Program is a ten-week online program designed to prepare serious financial advisers to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process. But now advisers have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty years! Week 1 will begin on March 18, 2024.

    Created by Annalee Kruger and Bob Mauterstock, CFP®, co-founders of Plan4Life, LLC, and Robert Powell, CFP®, RMA, the Online  Elder Planning Specialist Program is a first-of-its-kind, 12-week online program designed to prepare serious financial advisers to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process.  But now advisers have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty-plus years!

    Delivered in a cohort format, the Elder Planning Specialist program utilizes subject matter experts in several important fields to present meaningful video programs that cover such areas as legal planning, long-term care planning, end-of-life planning, and running a family meeting. Each week participants will have an opportunity to have a live discussion about that week's topic often moderated by the expert themselves. Discussion groups, weekly quizzes and a final project will measure each individual’s progress. At the end of the course, participants will feel confident that they can create an Elderplan® designed specifically for each of their own clients.

    The weekly schedule includes the following:

    • Week 1: Understanding the Aging Process and the Caregiver's Role
    • Week 2: Diversity and Aging and Insights into Retirees 85 and Older
    • Week 3: Legal Issues of Aging
    • Week 4: Increasing Approaches to Planning for Extended or Long-term Care
    • Week 5: Social Security and Medicare Planning
    • Week 6: End of Life Planning/Ethical Wills
    • Week 7: Diminished Capacity/Elder Abuse
    • Week 8: Family Meeting
    • Weeks 9: Building a Team/Marketing
    • Week 10: Presentation Review and Discussion
    • Week 11: Break - Week off
    • Week 12: Presentation of Elder Plans

     

    The program qualifies for 10 CFP® CE credits and is available to FPA members for $1,195 and nonmembers for $1,495. Participants receive a certificate of completion showing their specialized elder planning training.

     

    Week 1 will begin on March 18th, 2024. 


    1. Describe the aging nation crisis
    2. Summarize the "bumpiness" of the aging process
    3. List the elements of a comprehensive aging plan
    4. Identify caregiver burnout
    5. List solutions to family caregiving burnout.
    6. List the reasons why seniors thrive when they move into a retirement or care community.
    7. Describe a caregiver's role
    8. Explain why an aging plan is critical






      • On-demand webinars
      • Live discussion webinars
        • Every Thursday at 1:00 PM MT
        • recordings will be available
      • Exams
      • Discussion prompts
      • Supplemental Reading

      Presenters will be available via email throughout each week.







      Anna Rappaport - Anna Rappaport Consulting

      Bob Mauterstock - Plan4Life, LLC

      Annalee Kruger - Plan4Life, LLC

      Bob Powell - Retirement Daily

      Harry Margolis - Margolis & Bloom

      Carroll Golden - C. Golden Consulting, LLC 

      Paul Malley - Aging with Dignity

      Marcia Mantrell - Mantell Retirement Consulting, Inc.

      Susan Turnbull – Personal Legacy Advisors, LLC 

      Terry Bradford Crane, BradfordCrane Company, LLC

    1. Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/20/2024 at 1:00 PM (MDT)

      Quiddity: “The basic nature or quality of something, that makes it different from other things.”

      Quiddity: “The basic nature or quality of something, that makes it different from other things.” The presentation will walk participants through the asset class highlighting the differences between preferred equity versus stocks and bonds.

      • The participant will better understand the unique benefits and features of preferred equity.
      • The history of preferred equity yields, returns, and correlation to other assets.
      • The participant will learn how to determine if passive or active investment management is best to use.

      JR Humphreys

      Senior Portfolio Manager

      Innovative Portfolios

      JR’s experience in the financial industry spans almost 30 years, and he serves as senior portfolio manager for Innovative Portfolios. With 13-plus years of experience managing fixed-income portfolios for SMAs, JR has worked extensively in alternative asset allocations.

      JR holds a BBA. degree in Finance from Marshall University in Huntington, West Virginia, where he was a member of Omicron Delta Epsilon, International Honor Society for Economics. JR holds both the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Association.

    2. Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/20/2024 at 8:00 AM (MDT)

      In this Knowledge Circle, guest speaker Paula Jones will discuss the estate planning implications for multinational clients.

      In this Knowledge Circle, guest speaker Paula Jones will discuss the estate planning implications for multinational clients.

      Paula Jones, Attorney

      Principal

      Paula M Jones Law Offices Inc

      Paula is a 25-year legal veteran admitted to practice in New York, Pennsylvania, and New Jersey. She opened her own practice in 2016 after working for large International Law Firms for a decade. She is also an adjunct professor at Western New England University College of Law and has written several articles in respectable industry journals.

    3. Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/15/2024 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 March, Larry will be joined by Denise Appleby

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

      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.

    4. Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/14/2024 at 10:00 AM (MDT)

      Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector.

      Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector. "Women in the Lead: Is it Different for Female Financial Advisors" brings together a diverse group of accomplished women who have risen to leadership roles in the financial industry.

      This thought-provoking discussion will explore the distinctive aspects of the financial advisory profession from a female perspective, shedding light on the evolving landscape and the opportunities available to women in this field. Our panelists, comprised of trailblazing women with extensive experience, will share their journeys, discussing the barriers they have overcome and the strategies that have propelled them to success.

      Topics covered will include:

      • The impact of gender diversity on client relationships.
      • The role of mentorship and support networks in fostering career growth.
      • The importance of community to help build the business/career that you want.
      • Why is a career in financial services a great place for women to excel?
      • How men can support female advisors and more.

      The panelists will also address the changing dynamics within the financial sector, highlighting the increasing recognition of the value that diverse perspectives bring to decision-making and client service.

      Whether you are a seasoned financial professional, a budding advisor, or someone interested in the broader dialogue on gender diversity in the workplace, this panel discussion promises to provide valuable insights, inspiration, and actionable takeaways. Join us as we celebrate the achievements of women in finance and explore how the industry can continue to evolve towards greater inclusivity and equality.

      Gretchen 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.

      Diane S. Bourdo, CFP®

      President

      The Humphreys Group

      Diane joined The Humphreys Group In 1989, became a Principal In 1993, and has been President since 2005. During the last 25-plus years she has been extensively involved in all aspects of work with clients, tackling investment and financial planning issues. She is particularly passionate about helping women get smarter about money – and to see the ways in which they already have money competence. Diane strongly believe in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. To that end, she ensures that we continually improve our clients’ experience, encourage innovation and spur growth. 

      Laura Jansen, CFP®, CPA, CFT-I™

      Senior Wealth Advisor

      Ironwood Investment Counsel

      Laura has been in financial services over 25 years, serving clients in both wealth management and family office capacities. She is active in the advisory community collaborating with other professionals to identify and address the unique financial planning issues affecting women clients, as well as advocating for women advisors in the industry. Laura and her family reside in the Phoenix area, where she spends time outside the office volunteering for various charities through National Charity League.

      Laura Jansen, CFP®, CPA, CFT-I™

      Senior Wealth Advisor

      Ironwood Investment Counsel

      Laura has been in financial services over 25 years, serving clients in both wealth management and family office capacities. She is active in the advisory community collaborating with other professionals to identify and address the unique financial planning issues affecting women clients, as well as advocating for women advisors in the industry. Laura and her family reside in the Phoenix area, where she spends time outside the office volunteering for various charities through National Charity League.

      Liz Gillette, CFP®

      Founder and Senior Advisor

      Curio Wealth

      Liz Gillette is a Founder and Senior Advisor at Curio Wealth, bringing 15 years of invaluable professional experience to the company. 

      Liz’s first-hand experience with financial scarcity in childhood—and graduating college with over $100,000 in debt—led her to financial advising. With her resilient mindset, she turned the fear of debt collection calls, economic turmoil, and a sparse job market into life lessons and a fulfilling career. Melding personal experience with financial acumen, she advocates for disciplined consistency on the path to financial empowerment. Liz’s professional mantra emphasizes aligning spending with values, urging against judging others and fostering intentional financial choices. Striking a client-centric balance between future savings and present enjoyment, she guides individuals toward reaping the rewards of their hard work at ideal life stages.

      In her current dual role, Liz seamlessly balances her responsibilities as a leader and an advisor, guiding individuals and dual-income couples in their 30s and 40s. Her clients – often navigating the complexities of work, life, and caregiving – benefit from her unique approach that ensures both partners have their voices heard and responsibilities shared.

    5. Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/12/2024 at 1:00 PM (MDT)

      People do business with people they know, like and trust.

      People do business with people they know, like and trust. Personal finance is just that-personal. Authenticity and content marketing engage consumers and position the financial advisor as a subject matter expert and trusted professional. In the session, we will learn how to attract the right clients and team members to sustain and scale your advisory practice.

      Attend this session and you will walk away empowered to 

      • Tell your unique story.
      • Create custom content with impact.
      • Attract the clients who enrich and sustain you.
      • Grow your advisory practice with intent. 

      Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®

      CEO

      Blue Ocean Wealth Group

      Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network which empowers women to connect and take control of their lives through the freedom gained by running.

    6. Contains 3 Component(s) Includes a Live Web Event on 03/07/2024 at 11:00 AM (MST)

      Taxes are top of mind year-round for HNW clients—but particularly this time of year heading into tax season.

      Taxes are top of mind year-round for HNW clients—but particularly this time of year heading into tax season. Take this opportunity to position yourself as a knowledgeable, proactive financial planner to mitigate unnecessary taxes in 2024 and for generations to come!

      Join America’s IRA Expert, Ed Slott, CPA, for his most timely insights to share with your clients, their beneficiaries, prospects, and centers of influence, including:

      • Larger RMDs for 2024: With the stock market closing at all-time highs at the end of 2023, year-end IRA and 401(k) balances may be the highest ever for many retirement savers. Learn the top IRA tax planning moves to consider right away.
      • The #1 RMD mistake your clients are making!
      • New and improved charitable planning strategies, including the new TRIPLE WIN solution fulfilling RMD requirements, gifting to charitable causes, and creating annuity income for your clients. While most people think of giving in December, QCDs are best accomplished early in the year! These are actionable conversations you should be having immediately!
      • Limited-time tax-planning opportunities for high-income clients, allowing them to make plan catch-up contributions and maximize their tax deductions.

      Don't miss this opportunity to glean actionable strategies from the foremost authority on retirement planning.

      Ed Slott, CPA

      President and Founder

      Ed Slott and Company, LLC

      Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

      Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

      Mr. Slott is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and the best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse  Latest Threats to Your >span class="outlook-search-highlight">Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) scheduled for release in 2024. Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.

    7. Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 03/06/2024 at 10:00 AM (MST)

      In this presentation, guest speaker Debbie Schultz will discuss how can trust companies be a part and benefit special needs financial and estate plans.

      In this presentation, guest speaker Debbie Schultz will discuss how can trust companies be a part and benefit special needs financial and estate plans. 

      Debbie Schultz, EJD, CTFA, ChSNC®, ChFC®

      Director of Special Needs Trust Administrator

      Cumberland Trust

      Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust . Together, she and the Special Needs Trust Administration team support families and individuals with Special Needs and collaborate with their financial, legal, and tax advisors. Debbie has over three decades of experience in the trusts and estates industry.  She’s a graduate of Perdue University and the University of Phoenix.

    8. Contains 3 Component(s) Includes a Live Web Event on 03/05/2024 at 1:00 PM (MST)

      In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.

      In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.

      Catalina Franco-Cicero, MS, CFP®, CTS™

      Wealth Advisor

      Catalina Franco-Cicero, MS, CFP®, CTS™ serves as a Wealth Advisor.  In this role, Catalina focuses on co-creating possibilities along with her clients by matching their values with their financial goals. This is done by implementing an efficient way to accomplish their goals in collaboration with their other professional advisors. Her day-to-day responsibilities include client relationship management, financial plan design, advisory of retirement plans – 401ks – for small businesses, and delivery of financial wellness education programming to their employees. In addition, she also serves as a mentor for the next generation advisors on the team.