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
13 Results
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Product not yet rated Includes Credits Includes a Live Web Event on 01/27/2026 at 12:00 PM (MST)
Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this.
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- Non-member - $49
- Member - Free!
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Product not yet rated Includes a Live Web Event on 01/28/2026 at 10:00 AM (MST)
This session explores the growing trend of Americans considering life abroad, delving into the financial complexities and psychological factors that planners must understand to support globally mobile clients.
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- Member - Free!
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Product not yet rated Includes Credits Includes a Live Web Event on 01/29/2026 at 12:00 PM (MST)
This presentation will completely change everything you ever thought about how estate planning can help you grow your financial practice, increase AUM, add life insurance sales, and improve the lives of client families.
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- Non-member - Free!
- Member - Free!
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Product not yet rated Includes Credits Includes a Live Web Event on 02/04/2026 at 12:00 PM (MST)
In this session brought to you by the International & Cross-Border Planning Knowledge Circle, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors.
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- Non-member - $49
- Member - Free!
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Product not yet rated Includes Credits Includes a Live Web Event on 02/10/2026 at 12:00 PM (MST)
This webinar presents findings from Kansas State University's survey focused on practitioner challenges and opportunities in the financial planning profession, with a special emphasis on client psychology competencies.
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- Non-member - $49
- Member - Free!
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Product not yet rated Includes a Live Web Event on 02/12/2026 at 10:00 AM (MST)
Client events aren’t about logistics — they’re about moments that build trust.
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- Non-member - Free!
- Member - Free!
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Product not yet rated Includes a Live Web Event on 02/13/2026 at 1:00 PM (MST)
Brought to you by the FPA Latino Knowledge Circle, join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community.
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- Non-member - Free!
- Member - Free!
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Product not yet rated Includes a Live Web Event on 02/17/2026 at 10:00 AM (MST)
Join fellow professionals in the Special Needs Planning community for a collaborative roundtable designed to foster connection, share expertise, and strengthen our collective impact.
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- Member - Free!
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Product not yet rated Includes Credits Includes a Live Web Event on 02/17/2026 at 12:00 PM (MST)
Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.
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- Non-member - $59
- Member - $29
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Product not yet rated Includes a Live Web Event on 02/19/2026 at 1:30 PM (MST)
Brought to you by the Asian American/Pacific Islanders Knowledge Circle: Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life.
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- Member - Free!
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