Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5^th election will mean for the profession. Will planners see a “rubber band effect” if Republicans take control and push for de-regulation from the Biden years? What will happen to the Tax Cuts and Jobs Act provisions that are set to expire next year without government action? With the presidential contest too close to call, some of the issues to be covered are not ‘What If’ scenarios but more of the ‘What and when’ actions in the wake of what may be the Mother of all Cliffhanger Elections.

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.

Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession. This presentation will help financial planners be more effective in their efforts to support clients who may have ADHD.  Attendees will learn what ADHD is, how they can recognize signs without engaging in assessment or diagnosis. how ADHD affects finances, and a framework for understanding and troubleshooting common ADHD client issues. Attendees will also learn specific, practical steps they can take to make their practices more ADHD-friendly, which can lead to better client experiences, more enjoyable interactions, and increased referrals. 

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 October Larry will provide a tax update.

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

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.

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.

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.

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.

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.

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