Brought to you by the PridePlanners Knoweldge Circle: Many clients, especially LGBTQ+ clients, have been talking about moving to a foreign country.  What information do they need to know? What about tax implications, transferring funds, staying invested or investing in another country? Where can we, as planners, find information to help and guide our clients? 

Competency Level: Intermediate
FPA Competency: Critical Thinking, Client Communication and Care
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion. We’ll go beyond the headlines and dive into the experiences, challenges, and opportunities that shape our careers. This is not a lecture—it’s a space for connection, honesty, and mutual support.

Last year, we surveyed over 100 women across the financial advisory profession, and the results were clear: Women have made incredible strides, but many still experience leadership, opportunity, and even everyday client service differently than their male peers.

Our survey revealed:

• Mentorship often exists — but real sponsorship is still too rare.

• Imposter syndrome isn’t a lack of confidence — it’s often a sign that the system still wasn’t built for us.

• While DEI initiatives are more visible, many women feel they create surface-level change rather than meaningful impact.

• True allyship, collaboration among women, and values-driven leadership are key to changing the future.

Whether you're early in your career, leading a firm, or somewhere in between, your voice matters. Your story matters. We’ll explore our own personal stories, do some deep thinking, and harvest our experiences. Let's build a better future — together.

Come ready to share, listen, and leave inspired.

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

With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes. Join us as we discuss:

- What are the different options for using home equity, and when does it make sense to consider them.
- Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive distribution rates?
- Can home equity bring cash flow and income tax efficiencies to a retirement plan?
- Other generational and wealth transfer opportunities. 

Disclaimer:

The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

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

• have a broad based understanding of a reverse mortgage and how it works. 
• determine if home equity can solve for planning shortfalls, adding safety and security to a retirement. 
• identify which client profile could benefit the most from including home equity in their retirement plan. 

Competency Level: Intermediate

FPA Competency: Critical Thinking

CFP Board Topic: Retirement Savings & Income Planning

CFP Board CE Credit Hours: 1

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 June, Larry will be joined by Michella Drummond and they will be discussing health benefits.

If you have questions ahead of time, you can send them to learning@onefpa.org. 

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

Brought to you by the Business Success Knowledge Circle: With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice. 

Clients need assurances that the support they get from financial professionals can be verified by a trusted authority that as formulated a system for ensuring a minimal level of competence, knowledge, ethics, experience and dut to serve the public well. 

The CFP has become a highly valued professional standard in a critically important field.  To earn it is to demonstrate a commitment to excellence and therefore it has become an important career-building goal for increasing numbers of practitioners.   To support new advisers who desire to acquire the marks therefore has become a collective opportunity. 

More and more companies are requiring the CFP marks as a condition of employment and/or advancement.  For increasing numbers of aspiring ---and currently practicing- financial professionals it has become a potential barrier to entry. 

Are we sponsoring a work environment and culture we can enable colleagues in our organization to earn the marks? 

Brett Danko is a leading educator in preparing aspiring financial advisors – and highly experienced ones too – to attain the CFP designation.  As a practicing professional with his own financial services practice, he is well versed in guiding us through practical steps to creating nurturing work environments to encourage advisors to work through the regimen to become CFPs!

Competency Level: Foundational
FPA Competency: Client Communication & Care, Professionalism
CFP Board Topic: N/A
CFP Board CE Credit(s): 0

Brought to you by the Tax & Estate Planning Knowledge Circle: The Tax Cuts and Jobs Act will be expiring by the end of 2025, but in its place will be many tax provisions in The One, Big, Beautiful Bill. We will be reviewing the latest provisions in this tax bill and talk about what your clients need to do before the end of the year since some tax breaks may be gone at the end of the year. There are also many new tax provisions to learn about.  

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

Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put. Many folks may leave the US temporarily, or permanently and of course, many people move to the US for the first time. This can include clients with assets spanning multiple borders, citizenship in more than one country, children living abroad, etc. and all have unique complexities that must be dealt with. This presentation will provide a framework to help you tackle the Int’l client and then cover some of the “Oops” and “Ah Ha!” moments.

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

• By the end of the presentation, the participant will be able to…Have a better understanding of the issues to consider with a cross border client
• By the end of the presentation, the participant will be able to…Understand some of the pitfalls/opportunities with a cross-border client
• By the end of the presentation, the participant will be able to…Have a broad knowledge of how to advise a cross-border client

Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss:

• What we normally think of in the situation of fight/flight/freeze
• How fight/flight/freeze is healthy and natural
• Why does it show up in Financial Advisor appointments with clients
• What to do and what not to do when encountering fight/flight/freeze in client appointments

Competency Level: Interpersonal Impact
FPA Competency: Fiundational
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0