Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. MI helps explore your clients' own reasons for change in a collaborative way that puts the clients' interests first. In this presentation, you'll learn what MI is and how to use it in your financial planning practice. MI is composed of four stages, engaging, focusing, evoking, and planning, which integrate nicely into your work with clients. You'll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries. Your clients are already motivated. MI helps your clients identify and strengthen that motivation.

Derek Hagen, CFP®, CFA, FBS®, CFT™, CIPM, Lead Financial Advisor at Root Financial and the founder of Meaningful Money

Unlock the hidden potential of centers of influence to build powerful referral relationships that consistently introduce more of your ideal-fit clients. Many advisors understand the value of COIs, but far fewer have a repeatable strategy for identifying, engaging, and activating them. The most successful advisors don't simply network—they build intentional partnerships that create mutual value and drive long-term growth.

Chris Smith, Founder and CEO

Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way to AI-driven search, changing client expectations, and increasing competition, sustainable growth requires more than generating new leads—it demands alignment across your marketing, operations, client experience, and team.

Together, we'll explore the many paths to growth, from organic marketing and referrals to new markets, acquisitions, and strategic partnerships. More importantly, we'll discuss how to build the internal systems, culture, and client experience that allow your firm to grow without compromising the relationships that made it successful in the first place. Be prepared to participate, share ideas, and learn from your peers.

What You'll Learn:

• How advisory firms are creating new business through organic, inorganic, and relationship-driven growth strategies
• The evolving role of content, SEO, and AI in helping the right prospects find—and trust—your firm
• Practical ways to expand into new markets while maintaining a consistent client experience
• How to balance growth with operational capacity so scaling strengthens, rather than strains, your business
• Strategies for creating a culture where your team understands, embraces, and contributes to your firm's growth

Whether your firm is looking to accelerate growth, enter new markets, or simply build a more scalable foundation for the future, this session will provide practical ideas and engaging discussion to help you grow with greater clarity, confidence, and intention.

Gretchen Halpin, Co-Founder

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 be joined by Rodney Powell and they will be discussing medicare.

If you have questions ahead of time, you can send them to [email protected]. 

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

Brought to you by the PridePlanners Knowledge Circle: The media landscape has been transformed by the explosion of finfluencers, digital noise, and always-on content. So how do real financial planners cut through the clutter and become the real voices journalists trust most? In this session, you’ll learn how to demonstrate credibility, deliver value to reporters, and turn media placements into powerful third-party validation for your brand and standing as a trusted, qualified financial planning professional. With fresh insights from FPA MediaSource query trends, you’ll walk away with practical strategies to build reporter relationships and show journalists—and the public—why your expertise matters.

Ben Lewis, Chief Communications and Development Officer

As firms grow, it gets harder to stay organized, deliver a great client experience, and make good decisions about technology. Many firms add new tools, new processes, and new tasks over time, only to find that the firm becomes more complicated instead of more efficient.

In this session, we'll discuss practical ways to create a more efficient and scalable firm. We'll explore how to think strategically about operations, where technology fits into the firm, and how to evaluate new tools without chasing every new trend. We'll also look at examples of efficient workflows across the client and prospect journey, common operational bottlenecks, and simple frameworks that can help firms make better decisions as they grow.

Whether your firm is preparing for growth or looking to improve the way work gets done today, you'll leave with practical ideas you can apply right away.

Key Takeaways

• Build a framework for making better technology decisions
• Understand what an efficient process looks like from prospect to client
• Identify operational bottlenecks that slow growth
• Learn how to create consistency across the firm

Daleele Alison, CEO and Co-Founder

Americans lose $13 billion to scams and identity theft each year.  Anyone can be a scam victim.  This presentation will explain why our brains are wired to be victimized by scams, where we are vulnerable and the steps to take to protect yourself and your clients from becoming scam or identity theft victims.

Steven Weisman, Professor/Attorney, Bentley University-Law Offices of Steve Weisman

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

Amy Mullen, CFP®, President

As global mobility continues to rise, financial advisors are increasingly encountering clients who are considering or actively pursuing an international relocation. Whether driven by career opportunities, lifestyle choices, or family considerations, these moves introduce a new layer of complexity that most traditional financial planning frameworks are not designed to address.

For many advisors, this moment creates uncertainty. Questions quickly arise: Can I still advise this client? What risks am I missing? When do I need to bring in outside expertise? Too often, advisors either disengage risking the loss of the client relationship or attempt to navigate unfamiliar cross-border issues without a clear structure, potentially exposing both themselves and their clients to unintended risks.

Led by two seasoned cross-border professionals, this session is designed to provide financial advisors with a practical framework to guide clients through international transitions while maintaining their role as a fiduciary. Rather than attempting to turn advisors into cross-border specialists, this session focuses on building awareness, structure, and confidence so advisors can better understand the landscape, ask the right questions, and recognize when additional expertise is required.

Arielle Tucker, Founder & Lead Cross-Border Planner

Otto Rivera, CFP®, Financial Planner/Investment Advisor

Brought to you by the PridePlanners Knowledge Circle & NAPFA Pride; Guest speaker Angela Giampolo will lead an engaging and practical session focused on the critical role estate planning plays in protecting LGBTQ individuals, couples, and families. Drawing on nearly two decades of experience serving the LGBTQ+ community through Giampolo Law Group, Angela will walk attendees through the unique legal and planning challenges that LGBTQ clients often face, including relationship recognition, chosen family dynamics, parental rights, healthcare decision-making, inheritance planning, and legacy protection.

The session will highlight why traditional estate planning assumptions often fall short for LGBTQ clients and how advisors can help clients proactively address gaps before a crisis occurs. Angela will discuss core planning documents, common pitfalls, and real-world examples that demonstrate how thoughtful estate planning can affirm a client’s relationships, protect their wishes, and preserve their assets for the people and causes they care about most. The session is designed to equip advisors with greater awareness, practical language, and actionable strategies so they can better support LGBTQ clients in building estate plans that are legally sound, inclusive, and deeply personal.

Angela Giampolo, Founder

This practical and interactive session will explain the latest science-based techniques for actively building positive and productive mental fitness. Based on decades of research across the scientific disciplines of neurology, physiology, psychology, and sports performance attendees will discover how to transform the mind, body and performance. The presentation teaches practical activities to easily incorporate in every active professional's life. These proven techniques immediately reduce stress, increase performance and well-being.

Barbara Kay, MA, LPC, RCC, TIPC, President, Barbara Kay Coaching

This session explores the fundamentals and advanced planning opportunities surrounding Section 1031 exchanges and Delaware Statutory Trusts (DSTs). Attendees will gain a practical understanding of how real estate investors use DSTs to defer capital gains taxes, transition into passive ownership structures, and address debt replacement and diversification concerns. The presentation will also examine common structuring strategies, IRS guidance, the advantages and limitations of DST investments, and emerging estate planning considerations under the One Big Beautiful Bill Act (OBBBA), including basis step-up planning and expanded estate and gift tax exemptions.

Matthew Rappaport, Esq., LLM.,

Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, discover how to leverage AI to streamline meeting notes and follow-ups, accelerate preparation for upcoming meetings, and benchmark employee compensation and career paths against data from similar firms.

Wilson Liu, CFP®, Associate Advisor

Financial professionals often focus on what clients should do financially; save more, reduce debt, create a spending plan, or set and achieve financial goals. However, lasting behavior change occurs when professionals understand WHY clients make the financial decisions they do. 

This interactive session explores the emotional, relational, and behavioral drivers behind financial decision making. Through reflection and practical tools, participants will examine how family systems, personal beliefs, identity, and overall wellness influence financial behavior. Attendees will experience several exercises including a financial genogram, wellness wheel reflection, financial wellness assessment interpretation, and identity based money frameworks. 

Participants will leave with practical strategies to help client uncover their deeper financial motivations and translate insight into meaningful, sustainable behavior change.

Andi Wrenn, AFC®, MQFP®, Financial Education Superstar

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. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.

Matt Reiner, CFA, CFP®, Managing Partner

Brought to you by the Investment Planning Knowledge Circle: 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. This session starts with client priorities: liquidity, retained exposure, cost, risk, and tax management. It maps those priorities to practical solutions in seven families, including staged selling, hedging, and giving. Before the technical work, though, we ground the discussion in the extremes: what happens if the client sells today, and what happens if they just keep holding?

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. This session provides a practical, repeatable advisor framework for evaluating spousal beneficiary options and improving the accuracy and compliance of post-death IRA administration. 

Denise Appleby, MS, CISP, CRC, CRPS, CRSP, APA, CEO, Appleby Retirement Consulting, Inc.

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. This presentation examines how IRA trusts can be used effectively under the current retirement distribution framework, including the 10-year rule, eligible designated beneficiary exceptions, required minimum distribution (RMD) requirements, and trust classification rules. Attendees will learn how to integrate employer-sponsored retirement plans, rollover IRAs, beneficiary designations, and trust planning to protect beneficiaries, preserve tax-efficient wealth transfer strategies, and avoid unintended tax consequences. The program also explores the practical implications of conduit and accumulation trusts, Roth planning opportunities, and the importance of coordination among attorneys, financial advisors, benefits professionals, and CPAs

Angela Stockbridge, Esq., Employee Benefits and Executive Compensation Attorney