Upcoming Live Events & Learning Sessions
Looking to learn in real-time with experts and peers?
Check out FPA’s upcoming live events — including webinars, workshops, and special topic sessions. These interactive opportunities are designed to help you grow, stay informed, and stay connected.
Why Attend a Live Event
Live sessions give you access to current thinking, real-time Q&A, and direct engagement with presenters and fellow professionals. Whether you’re joining virtually or attending in person, these events help bring learning to life and create meaningful professional connections.
Upcoming Live Events
14 Results
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Product not yet rated Includes Credits Includes a Live Web Event on 10/27/2026 at 12:00 PM (MDT)
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.
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Product not yet rated
Elevate your expertise and engage with a vibrant community of financial planners in the FPA Fall Learning Series!
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Product not yet rated Includes a Live Web Event on 10/28/2026 at 10:00 AM (MDT)
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.
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Product not yet rated Includes Credits Includes a Live Web Event on 10/28/2026 at 12:00 PM (MDT)
In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options.
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Product not yet rated Includes a Live Web Event on 10/29/2026 at 1:00 PM (MDT)
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.
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Product not yet rated Includes Credits Includes a Live Web Event on 10/30/2026 at 12:00 PM (MDT)
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.
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Product not yet rated Includes a Live Web Event on 11/03/2026 at 12:00 PM (MST)
Keep what serves your practice, and nothing more
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Product not yet rated Includes Credits Includes a Live Web Event on 11/04/2026 at 12:00 PM (MST)
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.
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Product not yet rated Includes a Live Web Event on 11/05/2026 at 10:00 AM (MST)
When death and money collide, grief, trauma, and neurodivergence can intersect in ways that profoundly influence communication, decision-making, and follow-through.
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Product not yet rated Includes Credits Includes a Live Web Event on 11/18/2026 at 12:00 PM (MST)
As clients live longer, financial planning increasingly intersects with health, caregiving, housing, family support, legal decision-making, care costs.
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