Learning Center

Course Catalog Advanced Search

Search by Category
Search by Format
Sort By
Search by Type
Search by Category
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/06/2022 at 11:00 AM (MST)

    Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize.

    Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes. The presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood. Client case examples are included. You will learn:

    • The common terms and acronyms, how benefits are calculated, reductions and credits applied depending on age collected, 
    • Special rules, considerations that apply to single, married, divorced and widowed retirees,
    • Why life expectancy, non-covered pensions, and working while collecting benefits matter.

    1) Explain how clients qualify for Social Security benefits and how benefits are calculated, including reductions and credits applied depending on age of claiming,

    2) Identify the factors that affect a client's optimal date to begin receiving benefits and the impact of the earnings test, and

    3) Describe the rules related to spousal and survivor benefits, taxation of Social Security benefits and the affect a pension may have on Social Security benefits.

    Martha Shedden RSSA CRPC

    President and Co-Founder

    National Association of Registered Social Security Analysts

    Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, which provides online education and training for financial professionals to become Registered Social Security Analysts. 

    She is a Chartered Retirement Planning Counselor and is passionate about educating financial professionals and retirees on the details of Social Security income planning. 

    Martha has over a decade of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountancy professionals and is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/29/2022 at 12:00 PM (MST)

    Join us for a deep dive into the top 10 trends that directly impact the charitable planning landscape. Learn about how tax changes are impacting charitable giving, raising the right charitable question at the right time with clients, and all about the hottest charitable planning trends/vehicles following tax act changes.

    These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered

    Join us for a deep dive into the top 10 trends that directly impact the charitable planning landscape. Learn about how tax changes are impacting charitable giving, raising the right charitable question at the right time with clients, and all about the hottest charitable planning trends/vehicles following tax act changes.

    1. How tax changes impact charitable giving. 
    2. How to raise the academically-tested right charitable question at the right time with clients. 
    3. The hottest charitable planning trends/vehicles post tax act changes.

    John 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.

    Bryan Clontz Ph.D., CFP®, CAP®

    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.

    image
  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 11/16/2022 at 10:10 AM (MST)

    Margaret will be talking about the important subjects US citizens/taxpayers need to consider before or when they are in Europe.

    Margaret will be talking about the important subjects US citizens/taxpayers need to consider before or when they are in Europe.

    Margaret Conklin, CPA

    Director

    JM Tax Advisors LTD

    Margaret is a CPA currently living in Cascais, Portugal where she serves the US Expat community. With over 30 years’ experience helping US citizens meet their US income tax and information reporting requirements Margaret has the knowledge to help financial planners and their clients during a European transitions. She is also an expert regarding US/ Portugal economic relations. She possesses a Bachelor’s in Accounting  from the University of Kentucky and a Master’s in Tax  from the University of Southern California.  Before moving to Portugal Margaret serviced the US Expat community in Switzerland.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/09/2022 at 12:00 PM (MST)

    When creating a retirement spending plan, an advisor and client seek to maximize consistent and sustainable spending. In doing so, they can control four factors: (1) the retirement age of the client (when the client begins spending), (2) how much the client contributes to the portfolio before spending begins, (3) the amount to withdraw annually, and (4) the asset allocation of the portfolio.

    Risk and reward in a retirement spending plan are not the same as they are in accumulation. In accumulation, risk is defined as volatility and reward is defined as expected return. During the accumulation phase it makes sense to use volatility and expected returns (along with correlation) to create an efficient frontier. But when looking at a retirement spending plan (a decumulation portfolio), the risks and rewards differ from an accumulation-focused portfolio. The four risks in a retirement spending plan are the following:

    1. Longevity risk: the risk of outliving your assets 

    2. Inflation risk: the risk that withdrawals from the spending plan need to be higher than originally planned 

    3. Market risk: the risk that equity and bond returns are lower than originally planned 

    4. Portfolio shock risk: the risk of a sudden, large decrease in portfolio value early in retirement. 

    1. Better understand the uncontrollable risks a client will face when formulating a retirement spending plan.
    2. Strategies for building a more durable spending plan for clients.
    3. The impact a RILA with Lifetime Income can have within a client's portfolio and financial plan.

    Greg Goin

    RVP, RIA and Institutional Markets

    Allianz Life

    Greg Goin is an External Risk Management Consultant within Allianz Life Financial Services, LLC. Greg, with more than 10 years of financial services industry experience, works directly with registered investment advisors (RIAs) to incorporate retirement income planning and insurance solutions within their financial planning process.Prior to his current role Greg served as a senior RIA account manager with Allianz Life Financial Services, LLC. Before that he was a successful regional vice president, retirement consultant (RVP-RC) guiding financial professionals over an eight-state territory in creating retirement strategies that help clients meet their long-term financial objectives, in a variety of market conditions. Before joining Allianz, Greg was the manager of private client relations with McFee Financial Group, where he worked with high-net-worth clients to implement comprehensive financial strategies.Greg has a BS in finance and marketing from Iowa State University. Greg holds his Certified Financial Planner (CFP), his Certified Investment Management Analyst (CIMA), his Chartered Life Underwriter (CLU), and his Chartered Retirement Planning Counselor (CRPC) designations. He also holds his FINRA Series 7, 26, and 63 securities registrations and current state insurance licenses.Greg enjoys golf and as an avid runner, has completed six marathons. Greg lives in Carver, MN
    image
  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 11/01/2022 at 1:00 PM (MDT)

    Many of the recommendations financial advisors make to their clients have tax implications.

    Many of the recommendations financial advisors make to their clients have tax implications. In order to better serve their clients, many advisors consider adding tax preparation and/or planning into their practices. Luis Rosa, CFP® EA, will talk about how he built his practice by offering tax preparation and planning services, and how advisors can do so as well, while being aware of the pitfalls to avoid.

    Luis Rosa, CFP®, EA

    Founder, Build a Better Financial Future, LLC

    Build a Better Financial Future LLC

    Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City and now living in California, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.

    From participating as an FPA NexGen and CFP Board ambassador, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry.

    He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community.  Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020, 2021, and 2022 and named one of 8 Hispanic Personal Finance Influencers to Follow for Money Advice by The Penny Hoarder and NerdWallet.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/24/2022 at 12:00 PM (MDT)

    Join Dr. Brad Klontz, CFP® & Dr. Charles Chaffin, leading experts in the fields of financial psychology & behavioral finance. The live webinar introduces a model for helping financial planners understand their client’s financial psychology and how they can improve the effectiveness of their financial planning services.

    Join Dr. Brad Klontz, CFP® & Dr. Charles Chaffin, leading experts in the fields of financial psychology & behavioral finance.

    The live webinar introduces a model for helping financial planners understand their client’s financial psychology and how they can improve the effectiveness of their financial planning services.

    Specifically, the conversation will cover the following content areas: a) financial instincts and cognitive biases, b) ways to combat instant gratification, c) how past financial experience impact a client’s financial plan, d) how client’s money beliefs impact the financial planning process, and e) how the financial planner’s attitudes, values, and biases impact the financial planning process.

    Participants will be able to describe 3 cognitive biases and how they impact financial planning.

    Participants will be able to describe how a client’s past financial experiences impact their current money beliefs and financial behaviors.

    Participants will be able to describe several techniques for helping clients combat instant gratification and other self-defeating financial behaviors.

    Dr. Brad Klontz, Psy.D., CFP®

    Founder, Financial Psychology Institute® and Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business

    Bradley T. Klontz is a founder of the Financial Psychology Institute® and an associate professor of practice in financial psychology at Creighton University Heider College of Business. He is a managing principal of Your Mental Wealth Advisors, a fellow of the American Psychological Association, and a former president of the Hawaii Psychological Association. He has partnered with organizations including Capital One, JP Morgan Chase and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology.

    Dr. Charles Chaffin

    Dr. Charles Chaffin’s work encompasses a broad range of fields, from educational psychology to financial planning to life in the Information Age. His research and teaching focuses on learner cognition in a variety of formats, including various delivery methods and learning styles as well as the client behaviors and attitudes within financial planning. Most recently, he has written and spoke regarding one of the biggest issues of our time: information, most notably how we manage it, retain, and use it in all aspects of our lives.

    Charles delivers keynotes speeches, workshops, as well as teaching in a variety of executive education programs.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 10/21/2022 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. 

    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 10/20/2022 at 1:00 PM (MDT)

    In this time- Rita will share how she joined the financial profession and her FPA leadership journey.

    In this time- Rita will share how she joined the financial profession and her FPA leadership journey. You will learn strategies for finding your voice and creating your narrative.

    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.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 10/18/2022 at 12:00 PM (MDT)

    Gray divorce (age 50+) is the fastest growing demographic, and the possibility of a client dying during the divorce process should be considered.

    Gray divorce (age 50+) is the fastest growing demographic, and the possibility of a client dying during the divorce process should be considered.  During divorce, many financial activities must come to a screeching halt.  Automatic temporary restraining orders (“ATROs”) prohibit moving money, prohibit changing beneficiaries, and restrict other financial activities. 

    Mark will discuss how death creates unintended consequences, and how the typical “I Love You” will is contrary to a client’s desire because the “Love” is now replaced by another verb. We will explore a number of mini case studies to illustrate some effective estate planning techniques.—some simple and some more complex. And there will be plenty of time for Q&A.

    Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®

    Director of Tax Strategies, Inspired Financial

    Mark is a long-time FPA member, leader and advocate.  He has served on the national board of directors, chaired national FPA committees, a former host for the Tax & Estate Knowledge Circle, and a regular contributor on FPA Connect.  At Inspired Financial, he is the Director of Tax Strategies and manages the tax, estate, and divorce disciplines for the firm.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 10/13/2022 at 12:00 PM (MDT)

    A great value proposition key to any successful business, yet many financial advisors struggle to create one that truly sets their firm apart from the competition.

    A great value proposition key to any successful business, yet many financial advisors struggle to create one that truly sets their firm apart from the competition. During this session, Gretchen Halpin, Co-founder of Beyond AUM will teach you how to craft a value proposition that is client-centric and compelling; and show you how to use it in your growth and marketing efforts to drive results and deeper relationships. 

    You'll learn how to:

    - Define what a value proposition is and why it's important

    - Understand the elements of a strong value proposition that is focused on your clients

    - Incorporate your value proposition into your marketing and growth tactics

    By the end of this webinar, you'll have the tools and knowledge you need to message with clarity and act with intention.

    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.