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  • How Personalized Longevity Estimates Transform Social Security & Retirement Planning
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/19/2026 at 1:30 PM (MST)

    Brought to you by the Asian American/Pacific Islanders Knowledge Circle: Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life.

    Brought to you by the Asian American/Pacific Islanders Knowledge Circle:

    Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD will discuss how demographic and health-based longevity modeling dramatically improves Social Security claiming decisions. The featured study, using respondents from the University of Michigan Health and Retirement Study, found that personalized longevity projections increased average lifetime Social Security benefits by $9,000 for women and $12,000 for men compared to traditional planning methods. You’ll discover how individualized lifespan assessments:

    • Reduce the risk of clients outliving their money
    • Enhance precision in withdrawal rate planning
    • Improve Social Security claiming ages—outperforming both standard actuarial tables and commonly recommended ages
    • Boost overall retirement income security
    • Build deeper alignment between advisors and clients through data-driven, personal insights
    • The program also includes demonstrations of online tools that generate personalized lifespan estimates and instantly integrate them into optimized Social Security claiming strategies. This session is of interest to anyone advising clients on retirement income, Social Security timing, or longevity risk. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

    This session is of interest to anyone advising clients on retirement income, Social Security timing, or longevity risk. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

    Competency Level: Intermediate
    FPA Competency: Critical Thinking
    CFP Board Topic: Retirement Savings and Income Planning
    CFP Board CE Credit Hours: 0

    Jeremy Ko, PhD

    CEO

    ShoreUp Retirement Solutions

    K. Jeremy Ko brings over two decades of experience across behavioral finance, predictive modeling, and retirement planning. As CEO of ShoreUp Retirement Solutions, he builds and deploys cutting-edge models that predict lifespan and other client outcomes to power more accurate financial planning. His career includes senior roles at Edelman Financial Engines—the nation’s leading robo-advisor—and the AI-driven consumer lending firm Upstart. He previously served as a senior economist at the U.S. Securities & Exchange Commission and as an assistant professor of finance at Penn State University.


    Dr. Ko holds a Ph.D. in financial economics from MIT’s Sloan School of Management and a BA in Physics from Harvard University.

  • Bringing Science to the Art of Relationship
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/17/2026 at 12:00 PM (MST)

    Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

    Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

    Competency Level: Intermediate
    FPA Competency: Critical Thinking
    CFP Board Topic: Psychology of Financial Planning
    CFP Board CE Credit Hours: 

    • Gain insight into how to increase effectiveness in the work you do with your client by learning how to integrate concepts and theories derived from various disciplines including behavioral finance, positive psychology, and biology into your client meeting process.
    • Understand how relevant information such as core values, perspective, belief, and attitudes influence the clients’ level of engagement and motivation to participate int he financial planning process.
    • Learn how to fine tune your communication and the way that you present your recommendations to better engage your clients and illicit more follow-through

    Amy Mullen, CFP®

    President

    Money Quotient, Inc.

    Amy Mullen, CFP® is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art of relationship. In this role, Amy conducts training, provides individualized consulting, and frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. All programs and consulting provide a multi-disciplinary, evidence-based approach to financial planning that take into consideration both the practical and emotional aspects that promote financial well-being and life-satisfaction. Outside of the office, Amy enjoys hikes, photography, live music, and cooking.

  • The Power of the Moment: A ROM – Return on the Moment™ Client Experience Workshop
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/12/2026 at 10:00 AM (MST)

    Client events aren’t about logistics — they’re about moments that build trust.

    Client events aren’t about logistics — they’re about moments that build trust. The Power of the Moment is a fast-paced, interactive workshop that shows advisors how to design ROM – Return on the Moment™ client experiences that deepen loyalty and spark natural referrals. You’ll learn the core principles behind effective, strategic event moments, map your own business goals to meaningful client experiences, and collaborate with peers to generate fresh, usable event ideas. You’ll leave with clarity, one actionable event concept, and a renewed understanding of how intentional moments drive real business momentum.

    Interactive Portion:
    Event pathway mapping. Attendees will write down:

    1. Their top 1–2 business goals for the next 12 months
    2. The client emotions and behaviors that would support those goals
    3. The event moments or experiences that could create those emotions/behaviors

    Competency Level: Foundational
    FPA Competency: Interpersonal Impact
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    By the end of this session, attendees will be able to:

    • Identify the key elements of strategic event design that create ROM – Return on the Moment™ client experiences including the emotional and relational drivers proven to deepen trust, retention, and referral readiness.
    • Connect their core business goals to intentional event outcomes using a structured framework to align goals, client emotions, and purposeful event moments.
    • Generate at least one practical event idea that supports their growth, client experience, or brand strategy through peer discussion, shared insights, and guided group collaboration.

  • Stonewall Legacy Project
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 01/13/2026 at 10:00 AM (MST)

    The Stonewall Generation—today’s LGBTQ+ elders—has left a profound legacy: a society transformed by one of the most significant expansions of human rights in history.

    Brought to you by the PridePlanners Knowledge Circle: 

    The Stonewall Generation—today’s LGBTQ+ elders—has left a profound legacy: a  society transformed by one of the most significant expansions of human rights in history. Now, even in the face of an increasingly hostile environment, this remarkable generation also holds the power to protect and even expand the rights it earned for the LGBTQ+community as it represents the single best legacy-giving demographic in history.  Recent data reveals that conservatively $2.7 trillion will flow from the estates of LGBTQ+ individuals in the next 20 years. Currently, only a small fraction of this wealth returns to the organizations working to support our community.  Join us for an exclusive session exploring  the incredible potential of the anticipated LGBTQ+ wealth transfer, the barriers that might be encountered, conversations likely to lead to legacy gifts, and perhaps best of all—what’s in it for you!    

    Jerry Chasen, Esq.

    Jerry Chasen (he/him) received his JD from NYU Law School and his LLM in Estate Planning from the University of Miami School of Law. He is the former principal of Miami-based Chasen & Associates PA, a groundbreaking LGBTQ+ estate planning law firm, and its predecessor, Crockett, Franklin and Chasen. In addition to providing needed personal professional services to the community, Jerry also provided legal services (most often pro bono) to a great majority of the organizations that served Miami’s LGBTQ community over the years.

    In the ‘90s and ‘00s, Jerry wrote articles in bar publications and gave continuing legaleducation programs about “Planning for Alternative Families,” educating the bar about the ways to take care of LGBTQ+ families before they were legally recognized as such. During this time, he also served on the national board of Lambda Legal.

     In addition to his work in the LGBTQ+ space, Jerry’s other practice focus was charitablegiving—especially legacy giving. He learned that finding out what clients really value is the key to a successful plan for an individual or family—but that too often, advisors did not include those conversations in their planning meetings. Recognizing that advisors are the way most people do their planning, Jerry created the Advisors Project, an ongoing continuing education program designed to encourage and support various professional advisors in creating client relationships that are both satisfying to their clients personally and also are productive for philanthropy. Advisors Project programs received continuing education credits for both lawyers and financial planners all across the country.

    After retiring from private practice, Jerry continued to focus his work on legacy planning. He first served on the board of SAGE, a national organization providing services and advocacy on behalf of LGBTQ+ Elders. A few years later when SAGE decided to hire a Planned Giving Officer, Jerry helped design the position, secured an agreement with a donor to fund it, then applied and became SAGE’s first Director of Legacy Planning. He continued in that position until he retired in 2021.

    Elizabeth Schwartz, Esq.

     Elizabeth Schwartz (pronouns: she/her) has been practicing law since 1997 and is a nationally recognized advocate for the legal rights of the lesbian, gay, bisexual and transgender, queer/questioning (LGBTQ+) community. She is the author of the book Before I Do: A Legal Guide to Marriage, Gay and Otherwise (The New Press, 2016).

    While her Miami-based firm works with all clients in matters of family formation (adoption and surrogacy) and dissolution, estate planning and probate, she has been on the forefront of providing crucial legal protections for LGBTQ+ families before and since the arrival of marriage equality, and finalized the first divorce for a same-sex couple in Florida. Elizabeth assists transgender and gender diverse clients with name and gender marker changes. Elizabeth has handled surrogacy for 25 years, starting with gay male intended parents and evolving to assist all IPs, gestational carriers and egg and sperm donors with their legal needs. She is the author of “LGBT Issues in Surrogacy” in the Handbook of Gestational Surrogacy, ed. E. Scott Sills (Cambridge University Press, 2016). Elizabeth is board certified by the Florida Bar in Adoption Law, is a fellow of the Academy of Adoption C Assisted Reproduction Attorneys and the Florida Adoption Council, and serves as an adoption intermediary helping make forever families of all kinds.

    Elizabeth served as counsel on the victorious cases challenging Florida's marriage ban brought by the National Center for Lesbian Rights (NCLR) on behalf of six same-sex couples and members of the Equality Florida Institute seeking the right to marry (Pareto v. Ruvin) and suing Florida for fair issuance of birth certificates to same-sex married couples (Chin). She also served as counsel in several cases that helped overturn Florida's bigoted 1977 ban forbidding gays and lesbians from adopting children.

    Elizabeth served as the co-chair of the national board of SAGE (Advocacy & Services for LGBT Elders) from 2015-2021. She is a member of the National Family Law Advisory Council of NCLR as well as its National Leadership Council, and a Secretary of the Board of Trustees of the Greater Miami Jewish Federation.

    A Miami Beach native, Elizabeth received her B.A. from the University of Pennsylvania in 1993 and her J.D. cum laude from the University of Miami School of Law.

  • Getting to Know Your FPA Latino Knowledge Circle
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 01/09/2026 at 1:00 PM (MST)

    Brought to you by the FPA Latino Knowledge Circle, join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community.

    Brought to you by the FPA Latino Knowledge Circle, join us for  a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  In January we will be joined by special guest Louis Barajas

    Competency Level: Foundational
    FPA Competency: Interpersonal Impact
    CFP Board Topic: N/A
    CFP Board CE Credit Hours: 0

    Louis Barajas, CFP®, MBA, EA

    President and Partner

    MGO Private Wealth

    Louis is president and partner at MGO Private Wealth in Irvine, California. For the past three decades, the renowned national speaker, author, media segment expert, has served as a wealth and business manager to some of the most iconic Latin artists, executives, and entrepreneurs in the entertainment industry. Louis has been an advocate in recruiting Latino advisors and help provide access to underserved communities throughout the U.S.

     Louis was featured on Investopedia’s Top 100 Advisors for 2019 and selected to CNBC’s Advisory Council for 2020. He currently serves on the National CFP Board.
     
    In 2014 Louis received the prestigious Heart of Financial Planning Award from the Financial Planning Association. He also served as the first minority on the National Board of the Financial Planning Association from 2004-2006. 
     
    Louis has published five books on personal finance and entrepreneurship. 

  • Encore - Tax Issues on the Marital Balance Sheet
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/30/2025 at 12:00 PM (MST)

    Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision.

    Brought to you by the Tax & Estate Planning Knoweldge Circle: Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision. This session offers a deep dive into the complexities of marital balance sheets and the embedded tax issues associated with various assets.

    Gain practical insights on how to navigate tax benefits, pitfalls, and future financial consequences to help clients achieve equitable and informed resolutions. This session is a must for professionals seeking to balance technical expertise with a client-centered approach.

    Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

    • Analyzing Asset Tax Implications: Explore the tax consequences of common marital assets, including the marital home, investment real estate, marketable securities, and qualified assets.
    • Spotting Hidden Tax Benefits: Learn to identify less obvious tax advantages of particular assets that might influence negotiation strategies.
    • Behavioral and Lifestyle Considerations: Understand how personal preferences and lifestyle factors can impact asset division decisions.
    • Real-World Applications: See a complete marital balance sheet in action, with sample asset division scenarios demonstrating both tax-affected and non-tax-affected outcomes.

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

    Director of Tax Strategies

    Inspired Financial

    Mark Prendergast is the Director of Tax Strategies at Inspired Financial, a comprehensive financial planning firm in Huntington Beach, California, where he heads up the divorce consulting department. He is a practicing CDFA®, CPA, and CFP® and has given numerous continuing education presentations for a variety of organizations, including the Institute for Divorce Financial Analysts (IDFA), the Financial Planning Association (FPA), California Society of CPAs, Wealth Counsel, and the National Association of Personal Financial Advisors (NAPFA).  

    He started his career with the international accounting firms Ernst & Young (then Ernst & Whinney) and Price Waterhouse having attained the position of tax manager. He is married to Evelyn Zohlen, the 2019 president of the Financial Planning Association, who is also the founder of Inspired Financial.


    Easton Price, CFP®, CDFA®

    Financial Planner

    Apella Wealth

    Easton Price is a CFP® and CDFA® professional who works with clients throughout their divorce. Originally wanting to be a marriage and family therapist, Easton understands the complexities, financial and otherwise that are involved with divorcing couples. He helps his clients develop and negotiate property settlement, collaborates with legal teams on financial matters, aids in disclosure completion, and more. Easton takes pride in bringing peace of mind to those who are experiencing turmoil in all other facets of their life. Easton is a divorce expert on the Irooze Divorce Community platform and has been featured in the Journal of Financial Planning. 

  • Encore - Michael Kitces Talks Home Equity
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/22/2025 at 12:00 PM (MST)

    Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan.

    Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan. With seniors today controlling over $14 Trillion in equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.

    Join us as we discuss:

    • What are the different options for using home equity, and when does it make sense to consider them?
    • Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
    • Can home equity bring cash flow and income tax efficiencies to a retirement plan?
    • Other legacy and generational wealth transfer opportunities.

    • What are the different options for using home equity, and when does it make sense to consider them?
    • Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
    • Can home equity bring cash flow and income tax efficiencies to a retirement plan?
    • Other legacy and generational wealth transfer opportunities.

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  • Tax Talk with Larry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/19/2025 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 be joined by Dien Yuen and they will be discussing Impact Investing

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

    Competency Level: Advanced
    FPA Competency: Critical Thinking, Leadership
    CFP Board Topic: Tax Planning
    CFP Board CE Credit Hours: 0

  • Encore - Understanding and Working with Your Clients with ADHD
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/18/2025 at 12:00 PM (MST)

    Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession.

    Brought to you by the Neurodivergent Planners Knowledge Circle: 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. 

    Christine Hargrove

    Ph.D.

    Christine Hargrove, PhD, is a financial therapist, author, speaker, and researcher in Athens, GA. She offers professional consultations, coaching, and resources through her website, www.drchristinehargrove.com, and will begin offering individual, couple, and family therapy in late 2024 (www.hargrovetherapy.com). 

  • Encore - The Correct Crypto Allocation
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/16/2025 at 12:00 PM (MST)

    If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits.

    If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits. Ric Edelman will share his new asset allocation model where he will explain why the 60/40 glidepath is dead – and the correct crypto allocation you need to provide each of your clients.


    Competency Level: Foundational
    FPA Competency: Critical Thinking
    CFP Board Topic: General Principles of Financial Planning
    CFP Board CE Credit Hours: 

    • Evaluate the limitations of the traditional 60/40 portfolio construction model. 
    • Determine the appropriate cryptocurrency allocation percentages for client portfolios. 
    • Develop practical implementation strategies for adding cryptocurrency exposure to client portfolios.
    • Understand the evolution of cryptocurrency from speculative investment to potential fiduciary consideration.

    Ric Edelman

    Founder

    Digital Assets Council of Financial Professionals

    Ric Edelman founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle. 

    Edelman is a #1 New York Times bestselling author of 13 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. Ric’s radio show aired for 32 years with more than one million weekly listeners. His daily podcast was ranked in the top 1%, and Rowan University’s Ric Edelman College of Communication, Humanities and Social Sciences is named in his honor. 

    Ric and his wife Jean and their dogs spend most of their time in Virginia, Arizona and New York.

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