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
11 Results
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Product not yet rated
Created by Annalee Kruger and Bob Mauterstock, CFP®, co-founders of Plan4Life, LLC, the Elder Planning Specialist Program is a ten-week online program designed to prepare serious financial advisers to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process. But now advisers have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty years! Week 1 will begin on September 15th, 2025
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- Non-member - $1,495
- Member - $1,195
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Product not yet rated Includes a Live Web Event on 09/23/2025 at 1:00 PM (MDT)
Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable." As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?
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- Member - Free!
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Product not yet rated Includes a Live Web Event on 09/24/2025 at 10:00 AM (MDT)
Learn about benefits that support independence like Section 8, housing options, and creating housing solutions that meet the unique needs of your Loved One.
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Product not yet rated Includes a Live Web Event on 09/24/2025 at 12:00 PM (MDT)
Join us for a dynamic online forum featuring Charlie Ripley from Allianz Investment Management LLC.
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- Non-member - Free!
- Member - Free!
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Product not yet rated Includes a Live Web Event on 10/07/2025 at 12:00 PM (MDT)
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 10/14/2025 at 12:00 PM (MDT)
This presentation will guide attendees through the essential aspects of Medicare planning.
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- Non-member - $59
- Member - $29
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Product not yet rated Includes a Live Web Event on 10/15/2025 at 8:00 AM (MDT)
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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Product not yet rated Includes Credits Includes a Live Web Event on 10/16/2025 at 12:00 PM (MDT)
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 - Free!
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Product not yet rated Includes Credits Includes a Live Web Event on 10/22/2025 at 12:00 PM (MDT)
In this session, participants will explore the strategic use of reverse mortgages as a financial tool within a comprehensive retirement income plan.
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Includes a Live Web Event on 10/29/2025 at 12:00 PM (MDT)
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
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