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  • JFP Presents: February 2021 Roundtable Discussion

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/24/2021 at 12:00 PM (MST)

    Join Journal authors to ask them your questions on their articles in this month’s issue. After you read their articles, jot down some questions and come ready to interact! ​

    Join Journal authors to ask them your questions on their articles in this month’s issue. After you read their articles, jot down some questions and come ready to interact! 

    Ana Trujillo

    Editor-in-Chief

    Financial Planning Association

    Ana Trujillo Limón is the editor-in-chief of FPA’s publications. She holds her bachelor’s degree in journalism and political science from the University of Miami and holds a certificate in diversity and inclusion from Cornell University. She is currently pursuing her MBA at the University of Colorado, Denver.

  • JFP Presents: February 2021 Drinks & Discussion

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/17/2021 at 3:30 PM (MST)

    Join the Journal for a monthly happy hour discussion group to chat about the latest issue. Register, grab your drink and get ready for some peer-to-peer learning.​

    Join the Journal for a monthly happy hour discussion group to chat about the latest issue. Register, grab your drink and get ready for some peer-to-peer learning.

    Ana Trujillo

    Editor-in-Chief

    Financial Planning Association

    Ana Trujillo Limón is the editor-in-chief of FPA’s publications. She holds her bachelor’s degree in journalism and political science from the University of Miami and holds a certificate in diversity and inclusion from Cornell University. She is currently pursuing her MBA at the University of Colorado, Denver.

  • Rebroadcast - Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/10/2021 at 12:00 PM (MST)

    Philanthropy is an increasingly important area of opportunity for planners and clients.

    Philanthropy is an increasingly important area of opportunity for planners and clients. This course presents philanthropic planning within the context of values-based planning and examines the multiple ways clients benefit from philanthropy and what advisors gain from incorporating philanthropic planning in their practice.  Most importantly, you will also learn how to facilitate meaningful and productive philanthropic conversations with clients that will ultimately help them achieve their philanthropic goals. 

    • Understand the limits of traditional estate planning and the possible consequences of wealth transferred without values 
    • Recognize how philanthropy fits in values-based planning  
    • Understand the various benefits that clients can enjoy through philanthropy
    • Learn how to effectively probe client’s interests, attitudes, motivations and preferences related to philanthropy 
    • Identify potential issues and obstacles to your clients’ giving 

    Lorraine del Prado, CSPG, CFRE, FCEP

    American Heart Association, Learning Consultant, Principal, del Prado Philanthropy and Vice President, Thompson & Associates

    Lorraine del Prado is principal of del Prado Philanthropy and Vice President of Thompson & Associates.  She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans.  She also assists nonprofits in elevating their relationship-building, fundraising and board development efforts.  She has consulted with nonprofits nationally and has led operations that raised hundreds of millions of dollars for various causes. 

    Prior to her consulting practice, her previous positions include serving as Vice President at Seattle Children’s Hospital Foundation, President at Children’s Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley and Sr. Account Executive at New Boston Group.

    Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG), Fellow in Charitable Estate Planning (FCEP) and Certified Fundraising Executive (CFRE).  She earned a bachelor’s degree in Humanities, cum laude, from the University of the Philippines and a master’s degree in English Literature from Boston University.

    In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network, Past Chair of the Grant Leadership Team of the Washington Women’s Foundation and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy’s Madison Institute.  She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle.  In 2017, she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.

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  • PridePlanners Knowledge Circle: An Overview of LGBT+ Family Planning

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/10/2021 at 10:00 AM (MST)

    ​One of the biggest hurdles for LGBTQ families is that information about family planning doesn't exist in a way that is easily organized or digestible.

    One of the biggest hurdles for LGBTQ families is that information about family planning doesn't exist in a way that is easily organized or digestible. This presentation will outline and explain the various types of LGBTQ family planning and financial considerations that go along with them.

    Jim Marrocco, CFP®, CFA (he, him, his)

    Founder and Head Financial Planner

    Thinking Big Financial, Inc.

    Jim Marrocco, CFP® is the founder and head financial planner at Thinking Big Financial, Inc. Thinking Big Financial is a fee-only financial planning firm specializing in working with the LGBTQ community.

  • Business Success Knowledge Circle: Making Philanthropy a Part of Your Financial Planning Practice

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/09/2021 at 1:00 PM (MST)

    In this session, Juan Ros, CFP®, AEP®, CSPG, CEPA, CVGA, Financial Advisor with Forum Financial Management and faculty member with the American Institute for Philanthropic Studies, will provide advisors with a tangible action plan they can use to incorporate philanthropic planning into their advisory practice, attract more next-generation clients to their business, and empower existing clients to make the most of their planned giving efforts.​

    In this session, Juan Ros, CFP®, AEP®, CSPG, CEPA, CVGA, Financial Advisor with Forum Financial Management and faculty member with the American Institute for Philanthropic Studies, will provide advisors with a tangible action plan they can use to incorporate philanthropic planning into their advisory practice, attract more next-generation clients to their business, and empower existing clients to make the most of their planned giving efforts.

    • Develop a value proposition and retool your business model and client experience to position your advisory firm to be competitive within the philanthropic planning space
    • Understand key trends in the philanthropic planning space, and identify the specific services, strategies, and specializations necessary to foster a strong philanthropic planning business
    • Learn from real case studies to see philanthropic planning in action and discover tactics and key learnings to apply to your own practice

    Juan Ros, CFP®, AEP®, CSPG, CEPA

    Financial Advisor, Forum Financial

    Juan Ros, CFP®, AEP®, CSPG, CEPA is a Financial Advisor for Forum Financial Management, LP. Most recently, Juan was a partner at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held gift planning and major gift positions at the Ronald Reagan Presidential Foundation and the ALS Association. He serves as President of the Conejo Valley Estate Planning Council and is an active member of ProVisors, the Financial Planning Association, the Exit Planning Institute, the Los Angeles Council of Charitable Gift Planners and a member of the editorial board for Planned Giving Today. 

  • African American Knowledge Circle: A Conversation With Former FPA President Frank Paré

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/04/2021 at 12:00 PM (MST)

    ​Please join us on February 4th at 2 pm EST as we kick off Black History Month with our first African American Knowledge Circle call of the year.

    Please join us on February 4th at 2 pm EST as we kick off Black History Month with our first African American Knowledge Circle call of the year.  On the call, we’ll be joined by Frank Paré and hear about his journey through the financial services industry to becoming the first black president of the Financial Planning Association in 2018.  We’ll also discuss the current state of the industry and hear his thoughts on how advisors of color should consider navigating the current landscape.

    Frank Paré, CFP®

    President

    PF Wealth Management Group, LLC

    Frank Paré started his career in financial services over 30 years ago.   

    He is a CERTIFIED FINANCIAL PLANNER(TM) professional with the CFP Board of Standards. Frank has a degree in International Relations and an M.B.A. in management.  
     
    Frank is also a past president and chair of the Financial Planning Association, a national association with over 22,000 financial planners in the U.S. and abroad. He has been quoted extensively in various national magazines and newspapers. 
     
    Frank has received several awards and accolades for his work and is credited with starting the first nationally-recognized day of pro-bono financial planning (“Financial Planning Days”) held in cities across the country during October.

  • Rebroadcast - Charitable Giving: Good for Your Practice, Good for the World

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/03/2021 at 12:00 PM (MST)

    ​Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission.

    Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission. One way to differentiate yourself as an adviser today is to address your clients’ needs beyond saving and investing to their charitable giving, especially in this uncertain environment when demand for donations may be higher. By attending this webinar, you’ll learn the importance of engaging your clients in a conversation about charitable giving and help them be more thoughtful with their giving strategy. You’ll also receive an interactive toolkit filled with resources, best practices, guided questions, and reflective activities that will help you and your clients along every step of their charitable journey. 

    • Understand philanthropy’s place in an effective tax strategy
    • Prepare advisers for values-based conversations with their clients
    • Learn to strengthen advisers clients’ giving plan by unlocking charitable assets

    Michael DiJoseph, CFA

    Senior Advice Strategist, Financial Advisor Services, Vanguard

    Michael A. DiJoseph, CFA, is a senior advice strategist in Vanguard Financial Advisor Services. He is responsible for bringing Vanguard’s thought leadership and methodology to life through technology, service offers, and innovative content. He also regularly acts as an ambassador for Vanguard, speaking at industry conferences, client meetings, and other media engagements including webcasts and podcasts on a range of investment and advice topics. Previously, he was an investment strategist in Vanguard Investment Strategy Group, where he published more than 25 research papers and articles, primarily focusing on Advisor’s Alpha, retirement income, investor behavior, and portfolio strategy. DiJoseph spent his first few years at Vanguard in a variety of fixed-income roles. Prior to joining Vanguard, he worked in the advice industry as an investment adviser.

    Greg Murray

    National Sales Executive, Vanguard Charitable

    Murray joined Vanguard Charitable in 2017 as National Sales Executive. He works closely with financial advisers to help support their clients’ charitable intentions through a holistic wealth management approach. Previously, Murray worked for Hartford Mutual Funds, RS Investments, and O’Shares Investments. He holds a bachelor’s degree in business marketing from Albright College.

  • JFP Presents: January 2021 Roundtable Discussion

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 01/27/2021 at 12:00 PM (MST)

    Join Journal authors to ask them your questions on their articles in this month’s issue. After you read their articles, jot down some questions and come ready to interact! ​

    Join Journal authors to ask them your questions on their articles in this month’s issue. After you read their articles, jot down some questions and come ready to interact! 

    Ana Trujillo

    Editor-in-Chief

    Financial Planning Association

    Ana Trujillo Limón is the editor-in-chief of FPA’s publications. She holds her bachelor’s degree in journalism and political science from the University of Miami and holds a certificate in diversity and inclusion from Cornell University. She is currently pursuing her MBA at the University of Colorado, Denver.

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  • Investment Planning Knowledge Circle: 2021--Navigating the Economic and Financial Waters in Today's Uncertain Environment

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 01/26/2021 at 1:00 PM (MST)

    A review of the key themes that are impacting investors, the economy, and the financial markets

    A review of the key themes that are impacting investors, the economy, and the financial markets

    • Charles provide a perspective on the economy and markets that not only educates but provide advisors with actionable bullet points they can use in discussions with clients

    Charles Sherry, M.Sc.

    Principal

    Financial Jumble

    Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media. 

    He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

    Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.

  • Financial Services Review CE Exam: Vol. 28 No. 4

    Product not yet rated Contains 2 Component(s), Includes Credits

    Self-study exam based on the Financial Services Review, Vol. 28 No. 4 Issue

    Self-study exam based on a thorough understanding of articles on the specific topics of: economic concepts; client and planner attitudes, values, biases and behavioral finance; principles of communication and counseling; and the financial planning process.

    • Understand higher level of risky financial assets that a retiree holds may produce higher returns, resulting in utility gains
    • Examine what role risky assets have in financing retirement consumption their consumption in retirement, and understanding how that might lead to more satisfactory retirement experience
    • Understand the relationship between financial literacy and credit card debt 
    • Encourage savings attitude to reduce problematic debt-taking