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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 08/14/2024 at 12:00 PM (MDT)

    The largest financial risk to an insurance agency in 2024 according to Allianz’s recent risk study is Cyber Crime.

    The largest financial risk to an insurance agency in 2024 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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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/19/2024 at 2:00 PM (MDT)

    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 July, Larry will be joined by Jay Zigmont and they focus their discussion on financial planning for childess clients

    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.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/17/2024 at 12:00 PM (MDT)

    Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients.

    Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients. Learn about the most effective charitable giving vehicle, the donor-advised fund, and how your clients can maximize gifts of complex assets such as cryptocurrency. Robbie and Adam will walk you through client stories of next-generation donors and will share tools and resources that can support your clients giving needs.

    • FPA participants will better understand the tax benefits and mechanisms of giving through a donor-advised fund. 
    • Participants will develop the language and tools to incorporate charitable giving strategies into their practice. 
    • Attendees will be better suited to converse with clients around cryptocurrency and digital assets.

    Robbie Heeger

    President and CEO

    Endaoment

    Robbie Heeger is the President and CEO of Endaoment, the first 501(c)3 nonprofit community foundation to be entirely powered by blockchain. Endaoment enables donors to make tax-exempt contributions with cryptocurrencies, stock, and fiat to any nonprofit organization. Heeger is a self-taught software engineer who started Endaoment after working in Apple's media products division. 

    Adam Blumberg

    Co-Founder and President

    Interaxis

    Adam was in Financial Services for 12+ years, starting with an insurance Broker/dealer, and then his own RIA, started with his partner, Ron Dixon. He is the co-founder of Interaxis, a company dedicated to educating financial professionals about Digital Assets, Cryptocurrency, Blockchain, and other alternative assets. 

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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/17/2024 at 8:10 AM (MDT)

    In this Knowledge Circle, guest speaker David Enquist will discuss: ​ - Insight into European Pensions & Retirement Plans. - Country Specific Foreign Pension Education (Switzerland, UK, & Sweden). - Inbound US Treatment of Foreign Pensions & Retirement Plans. - US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.

    In this Knowledge Circle, guest speaker David Enquist will discuss:

    • - Insight into European Pensions & Retirement Plans.
    •  - Country Specific Foreign Pension Education (Switzerland, UK, & Sweden).
    •  - Inbound US Treatment of Foreign Pensions & Retirement Plans.
    •  - US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.

    • Have a better understanding of various cross-border European pension plans.
    • Help clients navigate European foreign retirement plans in a tax-efficient manner.
    • Have broad knowledge about how the US treats European retirement plans, along with the pitfalls and opportunities.

    David Engquist, CPA

    Quist US Tax and Consulting GMBH

    David is a US CPA licensed in CA. He has over a decade of experience in US taxation, primarily focused on cross-border tax complexities. He was previously part of the PWC private client team in Switzerland before starting his own firm, Quist US Tax and Consulting GMBH. He is based in Zurich, Switzerland.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/10/2024 at 12:00 PM (MDT)

    The Department of Labor’s long-anticipated new regulation defining who is an investment advice fiduciary and new amendments to the Department’s exemptions governing the conditions imposed on how investment advice fiduciaries may be paid promise – if they survive significant challenges already pending in two courts – to substantially change the pension investment advice industry.

    The Department of Labor’s long-anticipated new regulation defining who is an investment advice fiduciary and new amendments to the Department’s exemptions governing the conditions imposed on how investment advice fiduciaries may be paid promise – if they survive significant challenges already pending in two courts – to substantially change the retirement investment advice industry.

    In this presentation, Marcia Wagner of The Wagner Law Group will cover the Department’s rationale for its latest actions and the long, but still highly relevant, history leading to the new regulation and updates to the Department’s prohibited transaction exemptions. Attendees will learn about the new definition of investment advice fiduciary, the expanded number of plans to which this new regulation is applicable (including IRAs), the types of “recommendations” that fall within the ambit of the new rule, and other important changes. We will also review the parameters of PTCE 2020-02 and how the Department has amended other exemptions to advance its goal of making 2020-02 the new “catch-all” exemption covering the receipt of fees by almost all investment advice fiduciaries. A special focus will be placed on the Department’s requirement that investment advice meet both a “Care Obligation” and a “Loyalty Obligation.”  We will then discuss the special rules added by the Department to PTCE 82-24, which covers the receipt of fees by independent insurance agents who recommend annuities issued by more than one insurance company. Finally, we will provide an overview of the current state of litigation filed by opponents to the new rule seeking to repeat the success of those who successfully opposed the Department’s prior effort to redefine who an investment advice fiduciary is.

    Marcia S. Wagner

    The Wagner Law Group

    Marcia S. Wagner is the founder of The Wagner Law Group, one of the nation’s largest and most highly regarded law firms specializing in ERISA, employee benefits and executive compensation, and has practiced employee benefits law for over 37 years.  Ms. Wagner graduated summa cum laude from Cornell University, in the top 5% of all foreign students from the London School of Economics and from Harvard Law School.

    Ms. Wagner is an authority on qualified and non-qualified plans, fiduciary issues, deferred compensation, and welfare benefit arrangements, with experience in plan design and drafting, compliance, tax planning and consultation on all aspects of ERISA and the Internal Revenue Code.  Ms. Wagner also serves as an expert witness in ERISA litigation.

    Ms. Wagner has written hundreds of articles and 27 books.  She is a highly sought after lecturer, is widely quoted in financial journals and has been a guest on Fox, CNN, Bloomberg, and NBC. 

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/27/2024 at 12:00 PM (MDT)

    Social Security can be a confusing and complex topic for many clients.

    Social Security can be a confusing and complex topic for many clients. It is our fiduciary duty to ensure our clients understand their claiming options and Social Security pitfalls and rules that impact on their specific circumstances. Join us for this webinar to learn more about Social Security, including the basics, complexities, and examples of how clients are impacted by the pitfalls they are usually unaware of.

    Thomas Drapala

    Director of Strategic Partnerships

    Registered Social Security Analysts

    Thomas Drapala, RSSA is Director of Strategic Partnerships for Registered Social Security Analysts. RSSA is the leader in Social Security training and education for financial and insurance professionals. Tom has extensive Social Security knowledge including the most difficult cases to ensure agents and advisors receive top notch education, technology, marketing, and support through the RSSA Social Security Program. Tom has a Masters in Financial Management from LIU Post and lives on Long Island with his wife and two young children.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/26/2024 at 1:00 PM (MDT)

    Join us for the first-ever bilingual session (English and Spanish) held by the FPA Latino KC event as Miguel and Alonso share their experiences on marketing to our Latino community in Spanish through podcasting, YouTube, and social media.

    Join us for the first-ever bilingual session (English and Spanish) held by the FPA Latino KC event as Miguel and Alonso share their experiences on marketing to our Latino community in Spanish through podcasting, YouTube, and social media. 

    Miguel Gomez, CFP®, EA

    Founder & Wealth Advisor

    Sophronia Wealth Advisors

    Miguel Gomez, CFP®, EA: Founder & Wealth Advisor at Sophronia Wealth Advisors and host of the podcast “Dinero en Espanol.” Sophronia Wealth Advisors provides comprehensive flat-fee only financial planning and wealth management services to help clients organize and act toward their financial goals.

    Alonso Rodriguez Segarra, CFP®

    CEO

    Advise-Financial

    Alonso Rodriguez is a seasoned banking and financial expert with over two decades of industry experience and garners recognition as one of Investopedia’s top 100 influential financial advisors in 2023. As CEO and founder of Advise Financial, Alonso, a CERTIFIED FINANCIAL PLANNER™ and member of prestigious associations such as NAPFA and FPA, leads a dedicated team serving over 170 clients worldwide that are committed to optimizing clients’ financial well-being, ensuring tailored solutions to meet their unique needs and goals.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/26/2024 at 12:00 PM (MDT)

    Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape.

    Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape. Don't miss this opportunity to equip yourself with the knowledge and tools necessary to navigate the shifting tides of estate tax regulations and safeguard your clients' financial legacies.

    • By the end of the presentation, the participant will understand the implications of the Estate Tax Exemption Sunset and what that means for your clients.
    • Explore tools and strategies that can benefit families with estate tax issues 
    • Be empowered to have dynamic conversations with your clients about the estate tax exemption 

    Tiffany House, CAP, CEPA

    President and CEO

    Gift Planning Institute and Tax & Estate Strategy, LLC

    Tiffany House is a Chartered Advisor in Philanthropy (CAP®), Certified Exit Planning Advisor (CEPA) and President and CEO of the Gift Planning Institute and Tax & Estate Strategy, LLC. She is passionate about inspiring donors to accomplish more through giving tax advantaged assets and creating a legacy that allows for win-win outcomes. Her past experience of being financial advisor and helping wealthy clients create a master game plan that incorporated their ethical and financial legacy gives her a unique approach to gift planning.                                                                               

    John Cullum, CFP®

    American Heart Association

    John Cullum, CFP® is with the American Heart Association based in Birmingham, AL,  and serves the southern states as Senior Charitable Estate Planning Advisor. After a 35-year private banking and trust career, John, a Certified Financial Planner ®, took early retirement and decided to do something that would make a difference. He worked in college fundraising and has dedicated the last eight years to the American Heart Association, where he collaborates with professional advisors to connect the philanthropy of their clients with the mission of the association. Throughout his career, he has served on numerous philanthropic boards. 

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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/25/2024 at 1:00 PM (MDT)

    In this Knowledge Circle guest speaker Leslie Olsovsky will be covering sustainability investing at Dimensional.

    In this Knowledge Circle guest speaker Leslie Olsovsky will be covering sustainability investing at Dimensional.  In this presentation Leslie will provide an overview of the ESG landscape (and, where Dimensional’s Sustainability Solutions fall on the Impact/SRI/ESG spectrum).  She will give an overview of Dimensional’s Sustainability Funds (Construction & Implementation Methodology), and she will provde individual examples (perspectives regarding companies that score well/not well based on Dimensional’s sustainability criteria).


    Leslie Olsovsky

    Senior Investment Strategist and VP

    Dimensional Fund Advisors

    Leslie Olsovsky is a Senior Investment Strategist and Vice President in the Investment Solutions Group, which is responsible for supporting the effective communication of Dimensional's investment approach and strategies to the firm's clients and prospective clients. She joined the firm's Portfolio Management team in 2016 and managed US equity and REIT portfolios. Leslie currently serves as co-chair of the Women's Inclusion Network at Dimensional.

    Before coming to Dimensional, Leslie was a consumer insights analyst at MediaMath, a startup technology firm, where she managed solutions for internal and client-facing reporting needs. She obtained an MBA from the McCombs School of Business at the University of Texas at Austin in May 2016. Leslie also has a Bachelor of Science in mathematics and economics, with a minor in natural sciences, from the University of Southern California.

  • Product not yet rated Contains 2 Component(s)

    Because student loan debt can be one of the largest obligations, student loan repayment planning should be integral to a client’s master financial plan

    Because student loan debt can be one of the largest obligations, student loan repayment planning should be integral to a client’s master financial plan. Over 43 million consumers have some form of student debt. Many parents hold student loan debt for their children in programs such as ParentPlus loans in addition to their own loans.

    Created by Jantz Hoffman and Heather Jarvis, the Certified Student Loan Professional (CSLP®) Program provides essential training and support for financial professionals on student loan advising. The CSLP Program is entering its tenth year as an educator for both consumers and financial professionals.

    The creators are widely considered subject matter experts in student loan advising. The CSLP Program is entering its tenth year as an educator for both consumers and financial professionals.

    For more information and to register please visit the link below.

    https://fpa.cslainstitute.org

    • CFPs who complete the program and exam receive 13 CE Credits.
    • Participants who successfully complete the program receive the CSLP® designation.
    • Participants will learn the steps for client intake, loan analysis, and how to make the best recommendations based on client goals and other factors.
    • Understand the differences and rules of a client’s student loans.
    • Understand what to recommend when a client faces payment challenges.
    • Understand the process of loan consolidation and how to determine whether it is the right move or the right time to execute it.
    • Understand forgiveness options for clients and those working in specific professions.
    • Understand calculations associated with appropriate programs and illustrate the contrasts and associated benefits of each.
    • Understand how to determine the optimal repayment plan based on a client’s stated financial objectives.
    • Understand employee benefit programs in relation to student loan repayment.
    • Understand the various forgiveness and grant programs available to those with military service backgrounds, healthcare workers, educational providers, and legal professionals.
    • Be able to calculate costs and financial benefits based on different repayment strategies.
    • Understand the rules on student loan discharge.
    • Be able to qualify clients for the Public Service Loan Forgiveness program.
    • Identify the rules associated with debt cancellation and taxation.
    • Have a thorough knowledge of terms associated with student loan programs and policies.
    • Become familiar with the rules related to Federal Loan programs and Income-Driven, Income Contingent, SAVE, and REPAYE programs.
    • Understand LRAPs (Loan Repayment Assistance Programs)
    • Be able to assist consumers with the loan rehabilitation process.
    • Understand the difference between subsidized and unsubsidized student loans.
    • Be able to assist clients with the completion of various loan-related applications.
    • Identify the Direct and Non-Direct Loan types and limits.
    • Understand types of Direct Loan Consolidations.
    • Awareness of important loan consolidation cautions.
    • Understand the impact of interest capitalization on specific loan types.
    • How to determine borrower eligibility based on all criteria
    • How to recertify student loans based on borrower income and family size.
    • Understand issues with delinquency and default.
    • Understand unique options associated with advising Dentists, MDs, Nurses, Teachers, and Legal Professional

    The CSLP® program is an online course and specialty designation for financial planners who advise clients with student loan debt.

    Student loan payments frequently restrict consumers from achieving important financial goals such as purchasing a home, saving for children’s education, and investing for retirement. 

    Numerous repayment programs have many qualification rules, interest calculation methods, forgiveness options, and consolidation caveats.  They face important decisions about changes to their repayment program as life events warrant, such as a marriage that includes additional student loans. Job, income changes, and increases in family size are all causes for making repayment program changes. 

    The 4-course certification program is delivered online through pre-recorded video presentations. Each course is subdivided into short lessons that include downloadable resources. The program is entirely self-paced and is generally completed within 4 week to 6 weeks.

    To obtain the CSLP® designation, participants must pass a remotely proctored exam. After completion, there is an annual renewal requirement.

    Participants receive continued access to subject matter experts in a private forum.  and also periodic program updates as rules and guidelines are updated.

    Participants have a personal learning management system to navigate the courses and manage progress. 

    The program provides extensive training on the advising process through walk-through case studies featuring complex loan scenarios, such as a married couple who work in healthcare, each with their own set of loans taken out at different times.

    Participants learn how to assess client loans (as there are many types) and make appropriate recommendations based on goals and a financial analysis to enable more efficient use of their financial resources.

    Since student loans are not the same as mortgages or credit card debt, clients and financial professionals should understand all possible options when managing student loan repayment

    Heather Jarvis

    Principal Instructor

    Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law.  She has provided award-winning student loan education and consultation for universities, associations, and professional advisors since 2005.  Heather recently completed service as Public Service Loan Forgiveness (PSLF) Advisor to the United States Department of Education’s rulemaking committee.  Heather graduated cum laude from Duke University School of Law and is co-founder and Executive Director of the nonprofit Fosterus.

    Jantz Hoffman

    Chairman

    CSLA Financial, Inc.

    Jantz Hoffman is a principal and registered representative with CSLA Financial Inc. He has over 20 years of diversified experience in the financial servicesindustry. Since 2010, Jantz has assisted student loan borrowers in navigating

    repayment and incorporating repayment into his clients' financial goals. Mr. Hoffman holds a BA from Cal Poly Humboldt and an MBA from Colorado State University