2025 FPA Spring Learning Series

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Timely Topics. Practical Insights. Real Connections.

10 sessions, 7 CFP® CE Credits

April 14th - April 28th 

Register for the Full Series

The FPA Spring Learning Series offers you flexibility. You can register for the entire series to access all 10 sessions and earn up to 7 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 7 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

Join Us for these Live Sessions

Wed, Apr 16 at 9:00 am MDT
Navigating Cross-Border Inheritance & Estate Taxation: Key Considerations for Global Financial Professionals

Watch Session
Description

1 CFP® CE | Brought to you by the International & Cross-Border Planning Knowledge Circle: Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions. This session will provide practical insights into estate and inheritance tax planning for expatriate clients, covering key topics such as US and foreign estate tax regimes, double taxation risks, and effective collaboration with external professionals. Attendees will gain a deeper understanding of tax treaties, estate planning strategies, and how to develop a trusted professional network to support their clients.

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.

Speakers

Arielle Tucker, Founder & Lead Cross-Border Planner

Sasha Young, Tax & Estate Planning Attorney

Thu, Apr 17 at 12:00 pm MDT
The Overlooked Asset: Social Security’s Role in Comprehensive Financial Planning

Watch Session
Description

1 CFP® CE | In financial planning, Social Security is often underestimated or treated as a secondary consideration. However, it is one of the most significant assets in a client’s retirement portfolio. This session will explore how financial professionals can integrate Social Security strategies into comprehensive financial planning to optimize retirement outcomes, minimize tax burdens, and enhance overall wealth management. Attendees will gain insights into common mistakes, advanced claiming strategies, and the importance of Social Security in securing financial stability for clients. Don’t miss this opportunity to turn Social Security from an afterthought into a powerful tool in your financial planning practice.

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.

Speakers

Melissa Warren, Director of Technology and Curriculum

Tue, Apr 22 at 12:00 pm MDT
Tax Issues on the Marital Balance Sheet

Watch Session
Description

1 CFP® CE | Brought to you by the Tax & Estate Planning Knoweldge Circle: Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision. This session offers a deep dive into the complexities of marital balance sheets and the embedded tax issues associated with various assets.

Gain practical insights on how to navigate tax benefits, pitfalls, and future financial consequences to help clients achieve equitable and informed resolutions. This session is a must for professionals seeking to balance technical expertise with a client-centered approach.

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.

Speakers

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

Easton Price, CFP®, CDFA®, Financial Planner

Thu, Apr 24 at 12:00 pm MDT
Jamie Hopkins Talks Home Equity

Watch Session
Description

1 CFP® CE | Join Stephen Resch and guest Jamie Hopkins as they discuss the often-over-looked use of home equity in aretirement plan. With seniors today controlling over $14 Trillion in 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.

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.

Speakers

Stephen J. Resch, VP Retirement Strategies

Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, CEO of Bryn Mawr Captial Management and Chief Wealth Officer of Byrn Mawr Trust and WSFS

On Demand Sessions Available Anytime

Charitable Planning with 2025 Tax Reform and Expiration of TCJA
1 CFP® CE | Join the American Heart Association and industry expert, Lawrence Pon, as we explore the proposals in 2025 Tax Reform and highlight those that have the best chance of passing.
Michael Kitces Talks Home Equity
1 CFP® CE | Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan.
Understanding Your Clients: The Global Client Experience Study
Join Stephen de Man, VP of Practice Management at Dimensional Fund Advisors, as he discusses the past research behind FPA’s Global Client Experience study and what to expect in this year’s study (you can sign up to participate in the study now by clicking here).
What if Marriage Equality is Overturned?
One of the main concerns for LGBTQ+ people is what will happen if marriage equality is overturned.
With Clarity of Vision, Decisions are Easy: Operating & Growing a Niche Cross-Border Company
1 CFP® CE | Gain insight into the complexities of running a cross-border company where home office is outside the US.

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. 


Easton Price

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Easton Price is a CFP® and CDFA® professional who works with clients throughout their divorce. Originally wanting to be a marriage and family therapist, Easton understands the complexities, financial and otherwise that are involved with divorcing couples. 

Thomas Drapala

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Thomas Drapala, RSSA is Director of Strategic Partnerships for Registered Social Security Analysts. RSSA is the leader in Social Security training and education for financial and insurance professionals. 

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.   

Ed Slott

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Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

Jamie Hopkins

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Jamie Hopkins is CEO of Bryn Mawr Capital Management, and Chief Wealth Officer of Bryn Mawr Trust and WSFS. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen.

Milan T. Pham

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Milan is a partner of NicholsonPham, PLLC aboutique law firm located in Durham NC with a practice centered on emergingissues of family formation and dissolution including surrogacy, assistedreproductive technology and adoption. She is an ART and Adoption Fellow withthe American Academy of Adoption and Assisted Reproduction Attorneys (AAAARTA).

Ann Marie Regal

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Ann Marie is the Chief Executive Officer at Avrio Wealth Pte Ltd. Ann Marie specializes in working with clients who have US tax connections. She has been working in the financial services industry for over 20 years.

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 Spring 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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