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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 01/31/2024 at 12:00 PM (MST)
The advisor will understand the student loan debt crisis and how we got into the situation we are currently in, along with a breakdown of Federal vs. Private loans and the overall rules surrounding student loans.
The advisor will understand the student loan debt crisis and how we got into the situation we are currently in, along with a breakdown of Federal vs. Private loans and the overall rules surrounding student loans.
Finally, attendees will be given an opportunity to understand how they can help their clients create a fixed-income revenue stream while helping people.
The presentation will spend time explaining the Student loan debt crisis, where we are, how we got here, and what can be done to fix the problem as well ascover what Yrefy is doing specifically to address the problem and end on how advisors and clients can participate financially.
- Participants will be able to explain to clients the difference between Federal and Private Student Loans.
- Participants will be able to know hat to watch out for when taking out student loans, both Federal and Private
- Participants will understand how they and their clients can create a fixed income in a secured and collateralized portfolio while helping people get out of student loan debt.
Laine Schoneberger
Chief Investment Officer & Managing Partner
Yrefy, LLC
Laine started his first company at age 18, growing and eventually selling, allowing him to follow in his father’s footsteps and enter the family-owned financial services business in 1995. Working alongside his father, Bob Schoneberger, Laine worked his way up to become President of Campbell, Schoneberger & Associates, Ltd., in 2007. After his father retired, Laine grew the company, merging it with another financial services company.
For 19 of his 25-year career in the financial services industry Laine carried several securities licenses managing over $150,000,000 for his clients. In 2012 Laine decided to exit the securities business, selling the investment practice to his partner to focus on his family and growing his insurance-based practice, Strategic Insurance Inc.
Strategic Insurance quickly became a nationwide Brokerage General Agency specializing in business and estate planning, emphasizing insurance-based and tax strategies. Laine has mentored and coached several hundred advisors across the country.
In January 2019, Laine sold his majority interest in Strategic Insurance Inc. to his partner to focus his attention on Yrefy.
Laine is a graduate of and holds several professional designations from the American College of Financial Services, including the ChFC (Chartered Financial Consultant, May 2003) and CLU (Chartered Life Underwriter, September 2006), and the LUTCF (Life Underwriter Training Council Fellowship, March 1998) designations.
As a founding member and the Chief Investment Officer & Managing Partner of Yrefy, LLC, most days are spent overseeing capital raise for the company working alongside the Investor Relations Team directly with Investors and Investment Advisors.
Yrefy is a company founded on Innovation; Laine spends significant time working with his Partner, Don Fenstermaker, enhancing the product design and developing the software that drives the company.
Laine and his wife Lisa, both Arizona natives, were married in November 2000 and have four children. Laine enjoys time at the family cabin and doing anything outdoor-related with his family and friends.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 01/24/2024 at 12:00 PM (MST)
In today's ever-evolving financial landscape, traditional retirement planning strategies often fall short of addressing the unique needs and aspirations of clients as they prepare for their futures.
In today's ever-evolving financial landscape, traditional retirement planning strategies often fall short of addressing the unique needs and aspirations of clients as they prepare for their futures. Our webinar, "Forging a New Era of Retirement Planning: Embracing a Goals-Based Approach," explores the shift to a goals-based planning framework and its transformational impact on the financial advisory industry. Our presenters will delve into the current financial planning landscape, highlight the growing emphasis on client-centered personalization, and underscore the necessity of aligning advisory services and financial strategies with clients’ personal goals and financial objectives. This shift represents the core of modern financial planning, which places the individual and their goals at the forefront. We will present a compelling case study that illustrates how the goals-based approach can transform retirement planning, enabling clients to turn their retirement dreams into a well-structured and achievable reality. This real-world example will showcase the tangible benefits of a goals-based framework, from helping ensure a secure retirement to optimizing wealth distribution strategies.
Our discussion will cover:- Shifting to a Goals-Based Framework Within Retirement Planning
- Personalization of Financial Planning for the Client
- Advantages of Goals-Based Retirement Strategies
- Enhancing Advisory Services with a Goals-Based Approach
- attendees will learn how clients increasingly look to their advisors for one-to-one service tied to individual goals and life events.
- attendees will learn how personalized, goals-based financial planning better enables clients to reach their goals.
- attendees will learn how to incorporate a more client-centric approach into your firm’s service mode.
AJ Boury
COO
TIFIN Wealth
AJ Boury is the Chief Operating Officer at TIFIN Wealth, where he oversees the marketing, client experience, client success, and operations functions. He previously served across TIFIN’s portfolio, leading its corporate communications & marketing functions. Prior to TIFIN, AJ served as Vice President, Segment Marketing at Prudential Financial. He led a team responsible for the acquisition and retention marketing efforts against key customer segments. AJ previously held advertising, marketing, and business development roles at Citi, and led multiple accounts at leading integrated marketing agencies in New York. He graduated from the College of New Jersey.
Adam Bilmes, CIMA®, CFP®, CRPC®
Vice President of Digital Strategy and Wealth Management
Franklin Templeton
AdamBilmes, CIMA®, CFP®, CRPC® is the Vice President of Digital Strategy and WealthManagement at Franklin Templeton. Prior to joining Franklin Templeton, Adam ledsales teams as Managing Director, Head of Sales and Partnerships North Americaat ABAKA. As Vice President, Senior Strategic Account Manager atOppenheimerFunds, Adam led a cross-functional team including investments,marketing, client service, operations and business intelligence to drive salesgrowth at key accounts. Previously, Adam was a financial advisor at firmsincluding Ameriprise and JP Morgan. He graduated from NYU Stern School ofBusiness with his MBA and from Rutgers University with his BA.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 01/17/2024 at 12:00 PM (MST)
This program explores the importance of cybersecurity and equips attendees with essential knowledge and skills to navigate the digital landscape securely.
This program explores the importance of cybersecurity and equips attendees with essential knowledge and skills to navigate the digital landscape securely. Participants will gain a comprehensive understanding of cybersecurity basics, the current threat landscape, and best practices for data protection. Acquiring these skills empowers advisors to protect themselves and their practices from cyber-attacks, ensuring data confidentiality and integrity. By honing their cybersecurity expertise, participants can proactively mitigate risks, detect vulnerabilities, and implement effective solutions, safeguarding their digital assets. This knowledge equips them to tackle real-world problems related to cybersecurity, enhancing their online safety and organizational security.
- Participants will learn specific tools that will protect them personally as well as their clients from cybersecurity attacks.
- Participants will have a better understanding of how vulnerable their present practice is and ways to remediate this.
- Participants can learn ways to confidentially assure their clients that they use the most up to date cyber security practices.
Angeline Chen
MarkLogic Corporation
Angeline Chen is a corporate attorney with more than 25 years of corporate experience spanning the aerospace and defense, manufacturing, and industrials industries. She has expertise in US national security, cybersecurity, risk management, governance, regulatory compliance, and mergers and acquisitions. Ms. Chen holds undergraduate and law degrees from Villanova University, a Master of Laws from Georgetown University Law Center, and an MBA from the University of Maryland. She is currently pursuing a Master of Science in cybersecurity at Brown University.
Ed Rodbro
American Heart Association
Ed Rodbro is a member of the Charitable Estate Planning Team for the American Heart Association. In his work with professional advisors, Ed promotes gifting strategies and tools that support the life-saving mission of the American Heart Association and helps fulfill the heartfelt needs and desires of donors and their loved ones. Ed is a member of the Financial Planning Association’s Metro New York chapter. Ed received his undergraduate degree from Trinity International University and earned his Chartered Advisor in Philanthropy (CAP®) designation from The American College.
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Contains 3 Component(s) Includes a Live Web Event on 12/22/2023 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.
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.
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Contains 3 Component(s) Includes a Live Web Event on 12/19/2023 at 12:00 PM (MST)
Join us for a look at last-minute estate planning strategies in '11th Hour Estate Planning'
Join us for a look at last-minute estate planning strategies in '11th Hour Estate Planning'. This presentation will provide an overview of trust formation, gifting strategies, and gift tax compliance as the year concludes.
Michael Rapps
Principal Attorney and Wealth Advisor
Rappss & Associates, PLLC
Michael P. Rapps is the principal attorney and wealth advisor at Rapps & Associates, PLLC, where he focuses on estate and succession planning, wealth transfer, and asset preservation for high-net-worth clients. He also serves as an adjunct professor at NYU’s School of Professional Studies, teaching graduate courses in financial planning, insurance planning, and estate planning. Michael holds industry certifications including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), and Certified Exit Planning Advisor (CEPA®)."
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Contains 3 Component(s) Includes a Live Web Event on 12/14/2023 at 12:00 PM (MST)
The end of the year is a time for self-reflection and goal setting.
The end of the year is a time for self-reflection and goal setting. As we reflect on the year we’ve had and the year we are setting out to have in 2024, we want to reflect on the symbolism of an oak tree. Oak trees represents wisdom, strength and endurance, which each of us has and can find in one another in the group. We will take stock of what we are grateful for and how we have nourished those aspects over the past year. We will set priorities and goals for 2024 and what we want to start, stop, and keep doing, both personally and professionally, to have a fulfilling new year.
This session will be interactive, so we ask that you keep your camera on and can log in for the full time. Also, please bring a journal and a pen along for the experience as we will be doing several exercises to gather our thoughts.
Ashley Ilardo
Regional Director and Vice President
Dimensional
Regional Director and Vice President Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional's specialty groups and communities. She is the leader of Dimensional's Women and Wealth Community, Dimensional's largest client community, which brings together advisors to better support women investors across different demographics and life stages. She also serves as Chair of the firm's Women's Inclusion Network.
In her career at Dimensional, Ashley has worked with some of Dimensional's largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.
Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.Gretchen Halpin
Co-Founder
Beyond AUM
Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.
Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.
But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures, including Soothe Your Senses, an organic aromatherapy product line she launched in 2001. What started as a passion for health and wellness expanded into an international spa brand — with retail distribution in 30 U.S. states and five countries — that grew 250-percent annually for eight years.
As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plan that led an RIA firm to grow from $1 billion in assets under management (AUM) to more than $5 billion in AUM in five years. Under her leadership, Beyond AUM continues to assist firms, big and small, to reach their goals. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future.
Under the direction of Gretchen and her fellow co-founder, Beyond AUM's marketing strategy was recognized by My Perfect Client and Masters in Accounting, and the team led the development of a personal finance blog that was named a Top 50 Financial Advisor Blog by Michael Kitces in 2014 and 2015. Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney, the National Association of Personal Financial Advisors (NAPFA) and Financial Advisor Magazine.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/13/2023 at 12:00 PM (MST)
Advisors understand the importance of adopting technology, especially as they look to provide an elevated and personalized planning experience.
Advisors understand the importance of adopting technology, especially as they look to provide an elevated and personalized planning experience. But how these technologies align with subjective client outcomes is relatively unknown. Join eMoney as they discuss their latest research on how financial planning technology is evolving the client-advisor relationship, providing meaningful outcomes on areas such as client motivation, trust, and, retention, and their strategy for continuing to provide innovative technology to meet both advisor and client needs.
- Discuss the value of enhancing the client experience by integrating the use of technology and human interaction.
- Learn about planning considerations and technology capabilities to provide key outcomes to clients.
- Provide financial professionals with guidance to help facilitate conversations with the use of technology and highlight the impact of technology
Emily Koochel, Ph.D., AFC®, CFT-I™
Sr. Financial Planning Education Consultant
eMoney
Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on the impact of financial behaviors and financial backgrounds. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she served as a co-author for the CFP Board’s book - Client Psychology - and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist – I designation and is an Accredited Financial Counselor.
Joseph Buhrmann, CFP®, CLU®, ChFC®
Senior Financial Planning Consultant
eMoney
Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.
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Contains 3 Component(s) Includes a Live Web Event on 12/07/2023 at 1:00 PM (MST)
One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?
One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?
- Recognizing our own abilities and goals and where that overlaps and where it diverges
- Taking the time to really assess what our clients need vs. want
- Are we playing the long game or short game with our practices?
Tammy Lee, CFP®
US Capital Wealth Advisors
Tammy Lee is a practicing CFP with US Capital Wealth Advisors while concurrently running RIA Strategic Implementation & Execution (RIASIE), partnering with advisors to scale their practices as a Fractional COO and Implementation Specialist. Tammy's goal is to help advisors build the roadmap they need to make access to quality
financial advice and wealth more accessible to everyone.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/06/2023 at 12:00 PM (MST)
After recent declines, the percentage of Black and Hispanic Americans working with a financial advisor is on the rise, according to a recent Allianz Life study.
After recent declines, the percentage of Black and Hispanic Americans working with a financial advisor is on the rise, according to a recent Allianz Life study. But challenges still exist. How can the industry respond?
Travis Walker
Allianz Life Insurance Company of North America
With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE
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Contains 3 Component(s) Includes a Live Web Event on 12/06/2023 at 10:00 AM (MST)
Explore the powerful features and benefits that ABLE accounts offer to Special Needs Families.
Explore the powerful features and benefits that ABLE accounts offer to Special Needs Families.
Elizabeth Yoder, CFP®
Liz specializes in in financial solutions for families with special needs dependent children of all ages. She has ample experience in special needs planning and was a live-in care giver in the past.
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