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  • Charitable Planning with 2025 Tax Reform and Expiration of TCJA
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/19/2025 at 12:00 PM (MST)

    Join the American Heart Association and industry expert, Lawrence Pon, as we explore the proposals in 2025 Tax Reform and highlight those that have the best chance of passing.

    Join the American Heart Association and industry expert, Lawrence Pon, as we explore the proposals in 2025 Tax Reform and highlight those that have the best chance of passing. The session will equip advisors with essential insights to share with your clients as we approach the sunset of the Tax Cuts and Jobs Act. We’ll also uncover the most impactful charitable planning techniques to spotlight in 2025 and strategies to consider for 2026. Don't miss out on staying ahead of the game!

    • Identify the tax provisions that will change with the expiration of the Tax Cuts and Jobs Act.
    • Learn about pending tax proposals in 2025 Tax Reform
    • Take advantage of the most appropriate charitable planning techniques for their clients.

    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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  • Tax Talk with Larry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/20/2024 at 2:00 PM (MST)

    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 December Larry will have a post-election discussion.

    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.

  • Under Siege: The Looming Cyber Threat Over Advisors, Affluent Clients, and Insurance Agencies
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/11/2024 at 12:00 PM (MST)

    The #1 financial risk to an SME in for the last three years according to Allianz’s recent risk study is Cyber Crime.

    The #1 financial risk to an SME in for the last three years according to Allianz’s recent risk study is Cyber Crime. The attacks are getting more complicated and the with more frequency than in the history of cyber- crime. In that same time, the technology and tools are drowning business leaders in features and starving them for benefits. During our time, We’ll look at the top cyber-crimes in the industry today, how they are impacting you and your customers, and the top cyber secrets to severely lower the risk of an attack and the overall impact of a breach.


    • Attendee will get an understanding of the financial impact of not addressing cyber crimes
    • Attendee will learn how cyber-crime has changed in 2024 and how to spot them
    • Attendee will learn what Not To Do when trying to protect themselves or customers from cyber crimes
    • Attendee will learn Top Cyber Secrets to lowering their risk of an attack and the impact if/when one occurs

    Daniel Metcalf

    Co-Founder

    CyberFin

    He’s the self-proclaimed “Geek” at CyberFin. Daniel loves to solve business challenges with technology. With 20 years’ experience in the tech space and the last 7 years providing cyber services to Financial Services organizations and their customers, Daniel knows the importance of cyber security protection. Daniel says he has the best job at the company, combining his passion for technology and education in his quest to eliminate cybercrimes and regulation fines in the SMB space.

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  • Financial Health and Wellness: Working with the Human Behind the Numbers
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/10/2024 at 10:00 AM (MST)

    Brought to you by the PridePlanners Knoweldge Circle: This presentation will cover working with clients through the lens of financial health and wellness, emphasizing client relationship dynamics impacting client outcomes.

    Brought to you by the PridePlanners Knoweldge Circle: This presentation will cover working with clients through the lens of financial health and wellness, emphasizing client relationship dynamics impacting client outcomes. This presentation will include a focus on the value of financial planning as a unique helping profession and the impact the advisor has on client outcomes through their technical, relational, and way of being approach.

    • Define financial health and wellness.
    • Understand how financial health and wellness is related to the CFP Board definition of the Psychology of Financial Planning.
    • Apply financial health and wellness as a framework for working with clients.
    • Understand the value of financial planning as a unique helping profession.

    Dr. Sarah Asebedo

    Director of the Planning Program

    Texas Tech University

    Sarah D. Asebedo, Ph.D., CFP®, is an experienced researcher, teacher, and practitioner in financial planning. Her goal is to connect research and practice through evidence-based methods that advance the financial planning profession and equip advisors to excel in client relationships. She is currently spearheading research focused on the application of positive psychology to financial planning, financial self-efficacy and the psychosocial environment, financial behavior change, and the financial planner/client interaction. Her work has been published in the Journal of Positive Psychology, Psychology and Aging, Journal of Consumer Affairs, Financial Planning Review, Journal of Financial Planning, Journal of Behavioral Finance, Journal of Financial Therapy, and Journal of Financial Counseling and Planning, among others. Her work has been recognized with the 2016 Montgomery-Warschauer Award (FPA/JFP); 2014, 2017, & 2018 Best Research Award (FPA/JFP); 2017 Top 40 Under 40 Award (Investment News); 2017 AARP Public Policy Institute Financial Services and the Older Consumer Award (ACCI); and the 2017 Robert O. Hermann Outstanding Dissertation Award (ACCI). Sarah is a current member and past-president of the Financial Therapy Association. She earned her Ph.D. in Personal Financial Planning from Kansas State University.

  • Better than Indexing: Research Insights
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/04/2024 at 12:00 PM (MST)

    Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns.

    Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns. In this presentation, we will look at two research papers that aim to highlight our ability to outperform indexing in both the equity and fixed income spaces.

    • Forward rates contain reliable information about the expected returns of global government and corporate bonds.
    • Index-tracking funds seek to match an index’s performance. This goal may lead to constraints and implementation costs that hurt returns.
    • The presenter will also highlight new and upcoming research from Dimensional.

    Kaitlin Hendrix, CFA

    Asset Allocation Research Director & VP

    Dimensional Fund Advisors

    Kaitlin Hendrix is the Asset Allocation Research Director and a Vice President at Dimensional. She conducts research and analyses to evaluate and enhance investment strategies and conducts empirical research on a variety of investment topics. Kaitlin leads asset allocation research to develop value-added investment solutions that seek to meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner. 


    Kaitlin has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University. She is a CFA® charterholder and a member of the CFA Society of Austin.

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  • Journal of Financial Planning CE Exam: December 2024
    Product not yet rated Contains 2 Component(s), Includes Credits

    Self-study exam based on the Journal of Financial Planning, December Issue

    Self-study exam based on a thorough understanding of articles that include the topics of: bond and stock valuation concepts; qualified and non-qualified annuities; quantitative investment concepts and measures of investment returns; retirement income and distribution strategies; Social Security and Medicare planning.


     After reading and understanding the two articles required for this exam, the planner will:

    • Understand the impact on stock and bond allocations of including Social Security in mean-variance efficient portfolios
    • Understand how different types of risk affect allocation and portfolio decisions
    • Learn how to efficiently combine SPIA payments and TIPS ladders to create guaranteed income








  • Parsing the November 5th Election Results: Impact on the Financial Planning Profession
    Product not yet rated Contains 3 Component(s)

    Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5th election will mean for the profession.

    Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5th 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.

    Duane Thompson

    President

    Potomac Strategies, LLC

    Duane is president of Potomac Strategies, LLC, a legislative and regulatory consulting firm founded in 2009. He has 25 years of experience specializing in analysis and advocacy work related to federal and state regulation of financial advisors. Duane is a periodic contributor to the Investment and Wealth Institute’s flagship publication, Investments & Wealth Monitor, as well as Prudent Practices for Investment Advisors, a publication of Fi360, Inc., a Broadridge company. Duane holds the Accredited Investment Fiduciary Analyst designation, a Master's in journalism from the University of Missouri-Columbia, and a Bachelor of Arts with a double-major in history and studio art from Principia College in Elsah, Ill. 

  • Tax & Estate Planning Knowledge Circle: The Basic Probate Process and Estate Planning for Special Situations
    Product not yet rated Contains 3 Component(s)

    This Knowledge Circle session will be about how the probate process works and what one should expect when going through this process.

    This Knowledge Circle session will be about how the probate process works and what one should expect when going through this process. It will also deal with issues like elderly and incompetent individual estate planning. There will be also some basic information on inheritance and estate taxes at the state level. 

    Carl M. Christie, MBA, CFP®, CFS®

    Carl M. Christie, MBA, CFP®, CFS®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

    With nearly three decades of experience, Christie, who is based in South Florida, believes the right financial advice can help prepare you for whatever life brings – the expected and the unexpected.

    As an experienced CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist (CFS®), Christie specialized in retirement, investment, protection, and tax planning. He worked with individuals and families to review income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, estate planning needs, and other information required to develop and implement a comprehensive financial plan.

    Christie is an instructor in the CFP® program at Florida Atlantic University (FAU) and is a past volunteer leader with the Financial Planning Association of Connecticut Valley (now part of the FPA of Connecticut chapter), where he also served as president. He has also served on the FPA Annual Spring Conference and programs committee.

    Christie earned his bachelor's degree from Charter Oak State College and a master's in business administration from Bay Path University.

  • Asian-American/Pacific Islanders Knowledge Circle: U.S. Income Tax Rules for Assets Held Outside of the U.S.
    Product not yet rated Contains 3 Component(s)

    In this session guest speaker Helena Yang will provide an overview of the definition of U.S. tax residency and explore the U.S. income tax implications and foreign disclosure requirements associated with common types of foreign assets held by U.S. tax residents.

    In this session guest speaker Helena Yang will provide an overview of the definition of U.S. tax residency and explore the U.S. income tax implications and foreign disclosure requirements associated with common types of foreign assets held by U.S. tax residents.

    Helena Yang

    Tax Manager

    Spott, Lucey & Wall, Inc. CPAs.

    Helena Yang is a tax manager at Spott, Lucey & Wall, Inc. CPAs. Helena’s diverse portfolio of clients includes High-Net-Worth individuals, complex partnerships with global operations and investments, as well as multi-national and multi-state companies. She specializes in working with high-net-worth families, their US and foreign Trusts, and family-owned businesses. She also has substantial experience on reporting of controlled foreign corporations (CFCs) and passive foreign investment companies (PFICs). Helena is a certified public accountant and holds a Bachelor of Science degree in Accounting and Business Administration as well as a Master of Business Taxation from the University of Southern California. She is an active member of the California Society of Certified Public Accountants, and regularly attends various international business events around the Bay Area.

  • Applied Behavioral Economics Knowledge Circle: Adding a Fractional Behavior Officer to level up your RIA
    Product not yet rated Contains 3 Component(s)

    Have you considered enhancing your practice by integrating financial, behavioral and client psychology?

    Have you considered enhancing your practice by integrating financial, behavioral and client psychology? Explore the benefits of having a Fractional Behavioral Officer to help your firm deliver more personalized advice and better client outcomes.

    Ashley Quamme, MSFT, CFT-I

    Financial Behavior Specialist

    Ashley is a Financial Behavior Specialist with almost 15 years of experience as a Licensed Marriage and Family Therapist.  She helps financial planners, advisors, and small-mid size financial advisory firms incorporate the principles of financial psychology, client psychology, and behavioral finance into their practice. Ashley assists RIAs who want to navigate difficult conversations with clients, increase their close rate ratio for prospects, and improve client follow-through and retention. She was the guest on episode 381 of the Kitces  Financial Advisor Success Podcast. 

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