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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/20/2024 at 12:00 PM (MST)
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning.
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This webinar will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Discover how AI-powered tools can enhance your practice, streamline complex processes, and offer innovative solutions tailored to your clients' needs. Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.
- Participants will gain historical perspective on how Artificial Intelligence has become a powerful and useful tool to planners.
- Participants will learn how to design practical AI inquiries to assist with daily tasks and larger projects.
- Participants will understand some of the ethical and compliance concerns firms have for their planners using artificial intelligence.
Ross E. Bruch, Esq.
Managing Director, Senior Wealth Planner
Brown Brothers Harriman & Co.
Ross advises individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining Brown Brothers Harriman & Co. in 2017, Ross was in private legal practice, where he focused on estate and gift tax planning, tax-exempt organizations, and closely held business succession planning. Ross recently obtained a master's degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.
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Contains 3 Component(s) Includes a Live Web Event on 10/17/2024 at 10:00 AM (MDT)
In this session, you will learn how to make this a person-centered process and what the alternatives to guardianship are in our state and our country.
In this session, you will learn how to make this a person-centered process and what the alternatives to guardianship are in our state and our country. We will discuss the range of options to support legal decision-making, including supported decision-making agreements (“SDM”), Health Care Proxies, Powers of Attorney and more.
Annette Hines
Attorney, mother, author, advocate and founder of Special Needs Law Group, Special Needs Family Services, The Special Needs Companies, and host of Parenting Impossible - The Special Needs Survival Podcast. Annette Hines, brings personal experience with special needs to her work as the mother of two daughters, one of whom passed away from Mitochondrial disease in November 2013. This deep personal understanding of raising a child with disabilities fuels her passion for quality special needs planning.
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Contains 3 Component(s) Includes a Live Web Event on 10/16/2024 at 12:00 PM (MDT)
Most financial planners have a working knowledge of taxes for individuals, namely the Form 1040.
Most financial planners have a working knowledge of taxes for individuals, namely the Form 1040. For many of us, the business tax planning can be unfamiliar territory. We will start with the basics of “entity choice” and finish with the end of the business cycle, often a sale or merger. In between, we will explore a few tax strategies for the meat of the business life cycle. And if you are an owner in a financial planning practice, you will likely find tax topics that are in your enlightened self-interest.
Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®
Director of Tax Strategies, Inspired Financial
Mark Prendergast MS CPA CFP® CDFA® is a repeat offender in the Tax and Estate Knowledge Circle, as well as FPA Connect in general. He has served FPA in two local chapters, regional conferences, state chapter, and on FPA national board of directors. He currently serves as a tax planning specialist in the Huntington Beach office of Apella Wealth where his main focus is tax, estate, and divorce planning. Mark has provided continuing education sessions at FPA (Retreat, Annual Conference), CalCPA, Wealth Counsel, IDFA, and NAPFA.
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Contains 3 Component(s) Includes a Live Web Event on 10/16/2024 at 9:00 AM (MDT)
In this Knowledge Circle guest speaker Chaya Biskin-Sitko, Esq. will give insight into how having wills in multiple countries plays out post-mortem.
In this Knowledge Circle guest speaker Chaya Biskin-Sitko, Esq. will give insight into how having wills in multiple countries plays out post-mortem. She will highlight potential problem areas to be aware of and plan around and will providfe practical information about what to do when a client passes away abroad.
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Contains 3 Component(s) Includes a Live Web Event on 10/10/2024 at 12:00 PM (MDT)
When we think about family wealth and legacy, “wealth transfer” is usually the first thing that comes to mind.
When we think about family wealth and legacy, “wealth transfer” is usually the first thing that comes to mind. How do I maximize wealth transfer to the next generation? How can I minimize taxation using entity structures, insurance, and other special-purpose vehicles?
These tools are useful, but they are just a means to an end. Family mission and legacy planning is about defining what that “end” should be. Namely, it is about clarifying the purpose of your wealth.
In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing ultra-affluent clients, will explore how successful families organize family capital and empower their children. In addition, he will discuss strategic philanthropy and explain how it can unify the family and impact society.
The session will culminate in a framework for developing family mission statements together with your clients.
Jeff Coyle
Founder
Libretto
Jeff Coyle, founder of Libretto and former advisor, has 25+ years of experience managing UHNW clients. Over his career, Jeff founded three boutique advisory firms delivering to UHNW clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO.
Originally designed to streamline advice delivery to UHNW clients, Libretto combines personalized planning and portfolio advice with a virtual family office wealth delivery. Our mission is to help you deliver robust solutions that make all your clients feel like they’re worth $100 million.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/09/2024 at 12:00 PM (MDT)
Many investors trust their investment portfolios to index funds for broadly diversified market exposure at a seemingly low cost, based on a belief that this so-called “passive” investing approach helps them avoid subjective investment decisions.
Many investors trust their investment portfolios to index funds for broadly diversified market exposure at a seemingly low cost, based on a belief that this so-called “passive” investing approach helps them avoid subjective investment decisions. However, many active decisions lurk beneath the surface of index funds—and at potential cost to investors.
Join Rob Harvey, Head of Equity Product Specialist at Dimensional Fund Advisors as he pulls back the curtain on indexing to expose these active decisions, evaluate the incentives of the parties involved, and explores what Dimensional believes is a better way.
- Gain an understanding of the active decisions behind so-called “passive” index funds.
- Examine the potential hidden costs of how index funds buy and sell stocks.
- Explore a time-tested alternative that helps investors go beyond indexing.
Rob Harvey, CFA®
Co-Head of Product Specialists & VP
Dimensional Fund Advisors
Rob Harvey, Co-Head of Product Specialists, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.
Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® charterholder.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/25/2024 at 12:00 PM (MDT)
Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy.
Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy. This practical program discusses and identifies some best practices in the sometimes awkward or tricky relationship of a philanthropic professional on behalf of a charitable organization and a donor’s professional advisor.
- By the end of the presentation, participants will be able to appreciate the critical importance of the quality of the relationship between a philanthropic professional and the professional advisors of a donor or prospective donor in the chances of the donor or prospective donor making a significant gift.
- By the end of the presentation, participants will be able to understand what motivates both philanthropic professionals and a donor’s professional advisors and why it’s important to know this information
- By the end of the presentation, participants will learn some best practices for all advisor to work together
L. Paul Hood, Jr., JD, LL.M.
Paul Hood Services
Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Paul has authored or co-authored nine books and hundreds of professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought after speaker and consultant due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Along the way, Paul’s been a father, husband, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror and a defendant, and he uses his experience in these myriad roles to guide others.
Klementina (Tinea) X. Sula
Sr. Director of Family Philanthrophy
Jewish Federation of Detroit
Klementina (Tina) X. Sula is the Sr. Director of Family Philanthropy at the Jewish Federation of Detroit. She advises multigenerational families on how to give on purpose, helping them align their philanthropy with their purpose and values while engaging the next generation with the family philanthropy. She also teaches networking at the University of Michigan. She also has experience in alumni engagement, global philanthropy, and healthcare philanthropy. She holds a B.A. in Political Science, a Master of Public Policy degree, and a M.A. in Higher Education – all from the University of Michigan.
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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 September 16th, 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.
Anticipate appx 3 hours a week---1 hour a week for live group discussion and 2 hours of learning content.
Week 1 will begin on September 16th, 2024.
Following the course join us for the Pioneer Mastermind ---value prop of the Mastermind membership:
- Weekly office hours to
- Implement course learnings into your business model
- Ongoing subject matter experts
- Real life case study discussion
- Ongoing resources, best practices, articles, and podcasts
- Networking with your tribe!
- Describe the aging nation crisis
- Summarize the "bumpiness" of the aging process
- List the elements of a comprehensive aging plan
- Identify caregiver burnout
- List solutions to family caregiving burnout.
- List the reasons why seniors thrive when they move into a retirement or care community.
- Describe a caregiver's role
- 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
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Contains 3 Component(s) Includes a Live Web Event on 09/13/2024 at 2:10 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.
This month, Larry will be joined by guest Tiffany House and they will be discussing using CRTs with IRAs.
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.
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Contains 3 Component(s) Includes a Live Web Event on 09/12/2024 at 12:00 PM (MDT)
Who Should Attend? Any helping professional interested in learning more about the utilization of Motivational Interviewing (MI) and Financial Advising.
Who Should Attend?
Any helping professional interested in learning more about the utilization of Motivational Interviewing (MI) and Financial Advising.
Do you have clients who:
- Won’t save Money
- Spend too much
- Won’t implement recommendations (Estate Plan, Insurance, Savings, Tax Strategies)
- Panic when the market goes down
- Chase returns when markets go up (want to pick the best ETF)
- Never feel like they have enough
- Can’t make a decision about - Retirement, Moving into housing for the next phase of life, Changing Careers, Making a big Purchase and many more
And they won’t follow your advice!
What you will learn in this course:
- The 3 Communication Styles: Directing - Guiding -Following
- How persuasion and advice-giving can be counterproductive in helping your client's progress toward reaching their goals
- How the concepts and skills of MI can help with better client outcomes
- How the concepts and skills of MI can help you become a better Financial Planner
Chris Miles, MSW, LCSW
Chris Miles is a Licensed Clinical Social Worker and Mental Health Therapist specializing in behavior change and stress management. Chris is an experienced speaker and has provided Motivational Interviewing (MI) training to a wide variety of professionals throughout the U.S. in such fields as healthcare, mental health & social services, education, and financial planning. She is a member of the Motivational Interviewing Network of Trainers (MINT) and the lead MI trainer for MI Center for Change, LLC. She currently works for HCA Mission Healthcare System in Asheville, N.C. where she facilitates educational classes and provides counseling support to patients in their outpatient pulmonary and cardiac rehabilitation programs. Chris lives in Asheville, NC with her husband, two teenagers, and West Highland Terrier, Fenway. She loves to travel to new places with them and meet others from different cultures and backgrounds.
Jim Kantowski, CFP®, CPA
Owner and Founder
Curio Wealth
Jim Kantowski is the owner and founder of Curio Wealth, where he also serves as a dedicated advisor. With a professional career spanning three decades, Jim possesses a wealth of experience and knowledge in the financial industry. His credentials include the highly regarded CERTIFIED FINANCIAL PLANNER™ designation and a Certified Public Accountant certification. With a focus on helping clients who are nearing retirement or who have already entered this phase of life, Jim specializes in ensuring they are on track to reach their personal financial goals and provide peace of mind that they will have the financial resources to last a lifetime. His unique combination—having both a CERTIFIED FINANCIAL PLANNER™ designation and Certified Public Accountant certification—allows him to approach financial planning and investments from a tax perspective, developing clients’ tax-efficient portfolios and strategies to accumulate assets tax efficiently and withdraw strategies to minimize taxes during clients’ lives and for future generations.
Beyond his professional career, Jim’s commitment to giving back to the community shines brightly. He actively participates in coaching youth sports and supports various charitable endeavors that assist people in need or experiencing hardships. In the coming years, Jim’s vision for Curio is to build a company that provides exceptional financial advice, led by compassion, empathy, and curiosity. Whether in the financial planning world or youth sports, Jim loves being part of a team and coaching and guiding
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