Don’t spend time falling in love with concepts from a great sales pitch, only to discover that time and money have been wasted on tooling that won’t meet your business needs.

In session one, we showed you how to clean up your existing tech stack from bloat.

In this session, we offer hard-earned wisdom for selecting solutions that bring true value to your work, and how to calculate the real investment of time, money and effort involved in the lifecycle of the system.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

Where You Live Matters: Housing and Retirement Planning, examines an often-overlooked retirement planning question: whether a client's home and community will continue to support the life they want to live throughout retirement.

This presentation introduces a Place Planning framework built around four interconnected factors, Health, Community, Environment and Finances, and shows advisors how longevity, health changes, family circumstances, transportation, social connection and access to care can affect later-life housing decisions.

Participants will evaluate four common housing pathways including staying in the current home, modifying it, relocating, or changing housing type or community. We will then connect those objectives to funding decisions by examining potential resources including cash flow, portfolio assets, sale proceeds, traditional debt, insurance or family resources, home equity and reverse mortgages. Case studies illustrate how advisors can evaluate tradeoffs among available funding approaches based on client objectives, liquidity and cash-flow needs.

The presentation concludes with a practical advisor framework for discovering client needs, evaluating housing alternatives, funding the preferred path and reviewing the plan as circumstances change.

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

• Identify health, community, environmental and financial factors that can affect a client's housing needs and preferences throughout retirement.
• Evaluate staying in place, modifying an existing residence, relocating or changing housing type as components of a comprehensive retirement plan.
• Compare home equity strategies, including reverse mortgages, with other financial resources for funding housing, care, liquidity and relocation needs in retirement.

Ever wonder why even global tech giants are actively shrinking their tech stacks? It’s not just to save money. It’s to protect their reputation from security breaches, reduce friction and maintenance for their teams, and maintain total control over their own data.

In this session, we will enable you to apply this mindset in your advisory practice. When it comes to technology, less is more. We will equip you with actionable strategies to assess your current tools, and smoothly drop what you don’t need.

When you get back to your desk Monday, you’ll be ready to execute a one-hour action plan to reduce operational friction, close gaps, and address security concerns.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

● Audit your existing stack: Identify overlapping functionality, gaps, and the business problems you actually need to address.

● Expose hidden risk and waste: Spot conflicting data sources, cyber exposure, and inefficiency.

● Safely trim bloat: Smoothly tighten your tech stack while maintaining SEC/FINRA and retention rules.

The SECURE Act and SECURE 2.0 have fundamentally changed the way retirement accounts are inherited, creating new challenges and opportunities for estate planning professionals and financial advisors. This presentation examines how IRA trusts can be used effectively under the current retirement distribution framework, including the 10-year rule, eligible designated beneficiary exceptions, required minimum distribution (RMD) requirements, and trust classification rules. Attendees will learn how to integrate employer-sponsored retirement plans, rollover IRAs, beneficiary designations, and trust planning to protect beneficiaries, preserve tax-efficient wealth transfer strategies, and avoid unintended tax consequences. The program also explores the practical implications of conduit and accumulation trusts, Roth planning opportunities, and the importance of coordination among attorneys, financial advisors, benefits professionals, and CPAs

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Tax Planning
CFP Board CE Credit Hours:

• Eplain the impact of the SECURE Act and SECURE 2.0 on inherited IRA distributions, including the 10-year rule, eligible designated beneficiary exceptions, and updated RMD requirements.
• Distinguish between designated beneficiaries, eligible designated beneficiaries, and non-designated beneficiaries, and evaluate how these classifications affect retirement account distribution planning.
• Analyze the differences between conduit and accumulation trusts and determine when each structure may be appropriate in post-SECURE Act estate planning.
• Identify strategies for coordinating employer-sponsored retirement plans, rollover IRAs, beneficiary designations, and trust provisions to achieve estate planning and tax objectives.
• Recognize common planning pitfalls that can result in unfavorable trust classification, accelerated distributions, increased taxation, or loss of intended beneficiary protections.

Post-death IRA distribution planning has become increasingly complex, requiring advisors to correctly classify beneficiaries, determine whether life expectancy payouts or the 10-year rule applies, and apply the required beginning date (RBD) framework to calculate annual distributions. This session provides a practical, repeatable advisor framework for evaluating spousal beneficiary options and improving the accuracy and compliance of post-death IRA administration. 

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

Every month, Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, holds an open, no-script roundtable on the AI developments that matter to financial planners. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Brought to you by the Investment Planning Knowledge Circle: Every adviser has met the client with one stock, a very low cost basis, and a substantial gain they do not want to realize carelessly. This session starts with client priorities: liquidity, retained exposure, cost, risk, and tax management. It maps those priorities to practical solutions in seven families, including staged selling, hedging, and giving. Before the technical work, though, we ground the discussion in the extremes: what happens if the client sells today, and what happens if they just keep holding?

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning, Tax Planning
CFP Board CE Credit Hours:

• Rank a client's priorities across liquidity, retained exposure, cost, risk, and tax management, and identify where those priorities conflict.
• Quantify the two extreme outcomes, selling today and continuing to hold, and use them as the baseline against which every other solution is measured.
• Map a given set of client priorities to the family of solutions.

Financial professionals often focus on what clients should do financially; save more, reduce debt, create a spending plan, or set and achieve financial goals. However, lasting behavior change occurs when professionals understand WHY clients make the financial decisions they do. 

This interactive session explores the emotional, relational, and behavioral drivers behind financial decision making. Through reflection and practical tools, participants will examine how family systems, personal beliefs, identity, and overall wellness influence financial behavior. Attendees will experience several exercises including a financial genogram, wellness wheel reflection, financial wellness assessment interpretation, and identity based money frameworks. 

Participants will leave with practical strategies to help client uncover their deeper financial motivations and translate insight into meaningful, sustainable behavior change.

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

• Participants will identify how family systems, beliefs, and experiences shape financial behavior and impact their financial decisions._
• Participants will learn how holistic wellness tools can uncover emotional and behavioral drivers in financial decision-making.
• Participants will learn about multiple financial wellness assessment tools and determine which tools they can use with clients to help uncover the and translate client “why” insights into actionable strategies.

Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, discover how to leverage AI to streamline meeting notes and follow-ups, accelerate preparation for upcoming meetings, and benchmark employee compensation and career paths against data from similar firms.

Competency Level: Foundational
FPA Competency: Critical Thinking, Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

This practical and interactive session will explain the latest science-based techniques for actively building positive and productive mental fitness. Based on decades of research across the scientific disciplines of neurology, physiology, psychology, and sports performance attendees will discover how to transform the mind, body and performance. The presentation teaches practical activities to easily incorporate in every active professional's life. These proven techniques immediately reduce stress, increase performance and well-being.

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

• Upon completion, participants will be able to describe how the latest discoveries across five scientific disciplines impact the brain and body.
• Upon completion, participants will be able to articulate and execute the foundational strategy to eliminate stress and build positive and productive mental fitness.
• Upon completion, participants will be able to execute three proven methods to build the mental structures that increase focus, creativity, problem-solving, collaboration and productivity.