This presentation is designed to educate financial advisors and special needs planners how to use ABLE accounts strategically in real-life planning scenarios for their clients in the disability community.

Advisors will hear directly from peers who “live and breathe” special needs planning, illustrating how ABLE accounts can fit into larger financial strategies for individuals with disabilities and their families.

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

• Recognize when ABLE accounts add value in a client’s financial plan and how ABLE can support families during different financial planning stages.
• Explain the purpose, eligibility requirements, principal benefits, identify qualified disability expenses, and program features for ABLE accounts.
• Strategically coordinate ABLE accounts with Special Needs Financial Planning, Special Needs Trusts (SNTs) and 529 College Savings accounts.
• Incorporate ABLE accounts into financial, benefits, education, workplace, and estate-planning conversations.
• Direct clients to appropriate ABLE programs and additional resources.

When client sentiment improves during a meeting, they’re significantly more likely to trust your recommendations, move forward, and deepen the relationship.

This webinar breaks down how top-performing, high-emotionally intelligent advisors consistently lift client sentiment (and how you can apply the same behaviors immediately).

You’ll walk away with both:
The data (the “what”) — what’s actually happening inside the best client conversations
The playbook (the “how”) — how to shift your own meetings to create stronger outcomes

And perhaps most importantly:
Small changes in how you structure conversations can meaningfully improve how clients feel, and what they decide to do next.

Competency Level: Intermediate
FPA Competency: Critical Thinking, Client Care & Communication
CFP Board Topic: Professional Conduct & Regulation
CFP Board CE Credit Hours: 1

By the end of the presentation, participants will be able to:

• Understand what actually drives client sentiment. Learn how life events, fears, and conversation dynamics shape how clients show up AND how they leave.
• See what top advisors do differently when meeting with clients. We’ll break down real examples across four key behaviors with live coaching: talk time, open-ended questions, empathy, and emotional check-ins.
• Apply simple shifts that lead to better outcomes, Walk away with practical ways to guide conversations toward trust, clarity, and forward momentum.

Most wealth-transfer planning focuses on preparing the wealth to transfer. But what about preparing the person who will inherit it?

Inheritance doesn't simply transfer assets. It changes the heir's world psychologically. The heir assumes a new role as the owner of wealth they did not create, encounters situations they've never experienced, and must navigate familiar situations within an entirely different context.

At the same time, the brain does not navigate every situation from scratch. For efficiency, it relies largely on models built from past experience to determine what things mean and what to do.

Inheritance therefore creates a collision: a psychological world the heir has never experienced meets a brain designed to navigate the present based largely on what it has learned from the world it experienced in the past.

This presentation introduces financial planners to the application of predictive neuroscience to this problem and a neuroscience-based methodology for psychologically preparing heirs before the wealth transfers. Attendees will explore why financial knowledge alone cannot provide the experience the brain needs;how existing patterns of thinking, decision-making and behavior may operate differently when the conditions of an heir's life change;and how relevant experience can be deliberately created before the consequences of inheriting wealth become real.

The program also examines how this additional dimension of preparation can help financial planners support clients' wealth-transfer intentions, deepen relationships with the next generation and improve continuity of assets and relationships across generations.

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

• Explain how inheriting wealth creates a new psychological context for the heir by introducing a new role, new situations and changed conditions in which the heir's existing ways of navigating life must operate.
• Distinguish between financial education, estate-planning structures and psychological preparation for the lived experience of inheriting wealth, and identify the role each can play in preparing a family for wealth transfer.
• Identify how an heir's existing learned patterns of interpreting and navigating life may operate differently after inheritance, and describe how pre-transfer preparation and practice can provide relevant experience and help the heir develop more adaptive ways of navigating these new conditions.

In the Season of Giving, we will focus on financial planners’ unique skills to help nonprofits thrive. Nonprofits depend on donations and grants for their income. LGBTQ+ organizations have seen a substantial drop in giving, threatening their ability to serve the community. We will discuss the current state of giving to these organizations and present a strategy that you can use to engage with nonprofits and to help them create a strategy to attract charitable donations and grants. We will also discuss ideas on how we can support their donor appreciation and education efforts. Our knowledge and skills can help those organizations maximize their impacts and focus on what they do best: helping the community.

Competency Level: Foundational
FPA Competency: Client Care & Communication, Critical Thinking, Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

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

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 November, Larry will be joined by Erinn Andrews and they will be discussing Donor Advised Funds.

If you have questions ahead of time, you can send them to [email protected]. 

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

As clients live longer, financial planning increasingly intersects with health, caregiving, housing, family support, legal decision-making, care costs. This presentation will help advisors understand why longevity planning is becoming essential and how to address these needs proactively. Participants will learn to recognize key client triggers, identify gaps in traditional retirement planning, use a five-pillar framework to assess longevity readiness, integrate these conversations into existing planning relationships. Advisors will leave with a practical approach to connect emerging needs to the financial plan and appropriate resources, without becoming aging-care experts themselves.

Competency Level: Foundational
FPA Competency: Critical Thinking, Interpersonal Impact
CFP Board Topic: General Principles of Financial Planning, Retirement Savings & Income Planning
CFP Board CE Credit Hours: 1

• Identify at least three client circumstances or life events that signal a need for longevity planning, including changes related to health, caregiving, housing, family support, or decision-making.
• Describe the five pillars of Longevity Readiness—Health, Home & Community, Family & Support, Legal & Legacy, and Financial—and explain how each can reveal potential planning gaps.
• Apply a four-step longevity planning process—Introduce, Discover, Plan/Review, and Activate—to an existing client relationship in order to connect emerging needs to the financial plan and determine when outside resources may be appropriate.

Brought to you by the International & Cross-Border Planning Knowledge Circle, some financial moves can’t be undone, and cross-border clients make them all the time. Learn where sequencing risk hides in US–Portugal planning, why the client’s why drives the technical plan, and what three real cases teach about knowing your edge.

Competency Level: Intermediate
FPA Competency: Client Communication & Care, Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:

• Identify the key decision points in a US–Portugal relocation where the order of actions changes the tax outcome. These include residency timing, Roth conversions, and selling appreciated assets.
• Explain how being taxed by both the US and Portugal turns some routine planning moves into irreversible ones.
• Apply a discovery approach that brings out the client’s underlying reason for relocating, and connect that reason to the technical planning decisions.
• Analyze three anonymized client cases to spot common sequencing errors and missed opportunities.
• Determine when a cross-border client’s needs go beyond a domestic planner’s scope and liability, and how to refer that client to a specialist.

Brought to you by the Special Needs Planning Community, join guest speaker Jennifer Morgan with Impact Disability Law for a discussion on applying for disability benefites SSDI and DAC.  What is important to have, what to know and what to avoid.

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

Brought to you by the Neurodivergent Planners Knowledge Circle: When death and money collide, grief, trauma, and neurodivergence can intersect in ways that profoundly influence communication, decision-making, and follow-through. Join Rose Zealand, CFP®, CeFT®, and death doula, for a candid, compassionate, and occasionally humorous exploration of the hidden emotional costs of financial planning, the tension between advisor urgency and client readiness, and how our own nervous systems shape the way we support clients facing mortality. Learn how curiosity, self-awareness, and presence can help us navigate these complexities with greater understanding and compassion.

Competency Level: 
FPA Competency: 
CFP Board Topic: 
CFP Board CE Credit Hours: