Learning Center

2024 FPA Fall Learning Series

Unleash Your Expertise and Connect with Your Professional Community

10 sessions, 5 CFP® CE Credits, and a $10 Starbucks Gift Card When You Register

October 14th - November 8th 

Register for the Full Series

The FPA Fall Learning Series offers you flexibility. You can register for the entire series to access all 10 sessions and earn up to 5 CFP® CE credits or select individual sessions that best suit your interests and needs. Either way, you’ll have the chance to attend live webinars led by industry experts—and it’s all complimentary!

Whether you're an FPA Member or not, don’t miss this chance to fast-track your professional development, connect with peers, and take advantage of this complimentary learning experience.

Why Attend

  • Earn 5 CFP® CE Credits: Fulfill your CE requirements while gaining practical insights from industry experts.
  • Engage with Peers: Collaborate with fellow financial planners in Knowledge Circles and exchange ideas on key topics.
  • Learn from the Best: Access the most popular sessions from FPA’s Annual Conference and this year’s top new events.
  • Flexible Learning: Enjoy the convenience of on-demand sessions or participate in live, interactive webinars.

Secure Your Spot Today

Schedule

Register for the full series to enjoy access to all 10 sessions and earn up to 5 CFP® CE credits, or select from the individual sessions below that match your interests and professional development goals. 

Upcoming Live Sessions

Tue, Oct 15 at 12:00 pm MDT
Tax Planning for Businesses, Maybe Even Yours

Register for this Session
Description

Brought to you by the Tax & Estate Planning Knowledge Circle: Most financial planners have a working knowledge of taxes for individuals, namely the Form 1040.   For many of us, the business tax planning can be unfamiliar territory.  We will start with the basics of “entity choice” and finish with the end of the business cycle, often a sale or merger.  In between, we will explore a few tax strategies for the meat of the business life cycle.  And if you are an owner in a financial planning practice, you will likely find tax topics that are in your enlightened self-interest.

Speakers

Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®, Director of Tax Strategies, Inspired Financial

Wed, Oct 16 at 10:00 am CDT -- 1 CFP CE Credit
International Post-Mortem Estate Planning & Litigation

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Description

Brought to you by the International & Cross-Border Planning Knowledge Circle: In this Knowledge Circle guest speaker Chaya Biskin-Sitko, Esq. will give insight into how having wills in multiple countries plays out post-mortem. She will highlight potential problem areas to be aware of and plan around and will provide practical information about what to do when a client passes away abroad.

Speakers

Chaya R. Biskin-Sitko, Esq., Founder

Thu, Oct 17 at 10:00 am MDT
Voice and Choice – Important Discussions Around Legal Decision Making for Adult Students

Register for this Session
Description

Brought to you by the Special Needs Planning Community: In this session, you will learn how to make this a person-centered process and what the alternatives to guardianship are in our state and our country. We will discuss the range of options to support legal decision-making, including supported decision-making agreements (“SDM”), Health Care Proxies, Powers of Attorney and more.

Speakers

Annette Hines, Attorney and Founder of Special Needs Law Group

Fri, Oct 18 at 2:00 pm MDT
Tax Talk with Larry

Register for this Session
Description

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 October Larry will provide a tax update.

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

Speakers

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP, Pon & Associates

Wed, Oct 23 at 10:00 am MDT
Understanding and Working with Your Clients with ADHD

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Description

Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession. This presentation will help financial planners be more effective in their efforts to support clients who may have ADHD.  Attendees will learn what ADHD is, how they can recognize signs without engaging in assessment or diagnosis. how ADHD affects finances, and a framework for understanding and troubleshooting common ADHD client issues. Attendees will also learn specific, practical steps they can take to make their practices more ADHD-friendly, which can lead to better client experiences, more enjoyable interactions, and increased referrals. 

Speakers

Christine Hargrove, Ph.D.

Tue, Oct 29 at 1:00 pm MDT
How to Generate More Prospects and Convert Most of Them

Register for this Session
Description

Brought to you by the FPA Latino Knowledge Circle: Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.” We’ll dive deep into lead generation techniques, conversion strategies, and the latest tools that can help you grow your client base faster than ever. Whether you’re a seasoned professional or just starting out, this webinar is designed to help you elevate your sales game.

Speakers

Dan Solin, New York Times Bestselling Author

Wed, Nov 6 at 1:00 pm CST -- 1 CFP CE Credit
Can Home Equity Help Achieve Retirement Goals?

Register for this Session
Description

In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates. Additionally, we will examine the home as an independent legacy asset that can be used to pay taxes for Roth Conversions or finance life insurance trusts. Finally, we will look at client profiles that could benefit most from the inclusion of a reverse mortgage in their retirement plan, and how to present the concept to them.

Speakers

Stephen J. Resch, CLTC, Vice President Retirement Strategies Division

Craig Lemoine, Ph.D, CFP, Director of Financial Planning Program and Clinical Associate Professor

On Demand Sessions Available Anytime

Advising Widows
1 CFP CE Credit | Brought to you by the Women & Finance Knowledge Circle | This comprehensive presentation on advising widows, dives into the intricate details of planning for widows.
Charitable Planning Essentials & Impact Investing
1 CFP CE Credit | Brought to you by the PridePlanners Knowledge Circle | A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions. 1 CFP CE Credit
Major Changes to the College Process in 2024
1 CFP CE Credit | Brought to you by the Women & Finance Knowledge Circle | SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents. 1 CFP CE Credit

Register for the Full Series Now

Featured Speakers

Mark Prendergast

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Mark has served FPA in two local chapters, regional conferences, state chapter, and on FPA national board of directors.  He currently serves as a tax planning specialist in the Huntington Beach office of Apella Wealth where his main focus is tax, estate, and divorce planning. 


Christine Hargrove

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Christine Hargrove, PhD, is a financial therapist, author, speaker, and researcher in Athens, GA. She offers professional consultations, coaching, and resources through her website.

Annette Hines

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Attorney, mother, author, advocate and founder of Special Needs Law Group,  Special Needs Family Services,  The Special Needs Companies, and host of Parenting Impossible - The Special Needs Survival Podcast.  

Larry Pon

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Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

Stephen J. Resch

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Steve Resch, CLTC,  is Vice President of Retirement Strategies for Finance of America, where he leads education and training programs for financial professionals. 

Dan Solin

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Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read,  and The Smartest Portfolio You’ll Ever Own.

Megan Kopka

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Megan Kopka. CFP®, RLP® - Megan Kopka, a seasoned Certified Financial Planner™ professional and Registered Life Planner™ with over 15 years of expertise, distinguishes herself in the financial planning arena. Her journey is deeply rooted in personal experiences, including roles as a caregiver and widow, shaping her distinctive approach to financial planning.

Cozy Wittman

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As Education and Partnership leader at College Inside Track, CozyWittman speaks nationally about college search, educating families and training financial advisors. 

What Participants are Saying

"FPA Knowledge Circles are an important means of creating a professional community. Being an LGBTQ financial planner it can sometimes be difficult to connect with other queer planners, but the PridePlanners Knowledge Circle has helped me met other like-minded professionals who care deeply about serving the LGBTQ community and sharing their expertise with others"

"I actively participate in FPA Knowledge Circles because they provide a pragmatic and convenient platform for financial planners to stay informed, network, and advocate for both clients and the industry. These specialized communities enable us to gain new insights, share practical experiences, and discuss emerging trends and challenges in financial planning. By fostering collaboration and continuous learning, Knowledge Circles empower planners to enhance their expertise, maintain strong peer connections, and more effectively advocate for client interests, ultimately advancing the financial planning profession."

Connect with the FPA Community

Join the Conversation: Knowledge Circles & Networking

FPA Members enjoy exclusive opportunities to engage in meaningful discussions with fellow professionals on niche areas of financial planning like Tax Planning, Cross-Border Estate Planning, and Special Needs Financial Planning. Participation in dynamic Knowledge Circles strengthens our professional community while enhancing your expertise.

Explore Knowledge Circles

Don't Miss Out

Take advantage of this complimentary opportunity to advance your career, earn CE credit, and connect with a vibrant community of financial planners. The FPA Fall Learning Series offers the perfect blend of education, networking, and professional growth—all provided at no cost to you.

Register for the Full Series Now

Not an FPA Member? No problem! Join us and gain complimentary access to world-class learning sessions, designed to elevate your financial planning skills. This series is the perfect way to begin to experience all that FPA has to offer. 

Join FPA

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