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Upcoming Live Courses

  • Philanthropic Solutions in Financial Planning

    The American Heart Association and the Financial Planning Association® (FPA®) have joined together to deliver a learning series: Philanthropic Solutions in Financial Planning, an FPA & AHA Certificate Program, to support financial planners and their work in advising clients on philanthropic giving. 

    The educational curriculum has been customized for FPA members and presents topics on facilitating meaningful philanthropic conversations with clients using trusts and beneficiary designations that work to meet client objectives, and strategies to effectively guide your clients to develop a family philanthropy strategy. Additional course topics include an in-depth look at Charitable Remainder Unitrusts, private foundations, Donor Advised Funds, endowments and Charitable Lead Trusts. This series will address discussions around the tangible and intangible benefits of solutions in families and the role of family philanthropy in effective wealth and business succession. The six-part certificate learning series will begin on September 30, 2020. 

    • Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions
    • Course 2: Charitable Legacies through Bequests and Beneficiary Designations
    • Course 3: Deferred Gifts That Bring Great Comfort Today: Gift Annuities and Retained Life Estates
    • Course 4: Problem-Solving Applications of Charitable Remainder Trust
    • Course 5: Donor-Friendly Alternatives to the Private Foundation: Donor Advised Funds, Endowments and Charitable Lead Trusts
    • Course 6: Balancing Charitable and Family Legacies

    The American Heart Association and the Financial Planning Association® (FPA®) have joined together to deliver a learning series: Philanthropic Solutions in Financial Planning, an FPA & AHA Certificate Program, to support financial planners and their work in advising clients on philanthropic giving. 

    The educational curriculum has been customized for FPA members and presents topics on facilitating meaningful philanthropic conversations with clients using trusts and beneficiary designations that work to meet client objectives, and strategies to effectively guide your clients to develop a family philanthropy strategy. Additional course topics include an in-depth look at Charitable Remainder Unitrusts, private foundations, Donor Advised Funds, endowments and Charitable Lead Trusts. This series will address discussions around the tangible and intangible benefits of solutions in families and the role of family philanthropy in effective wealth and business succession. The six-part certificate learning series will begin on September 30, 2020. 

    • Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions
    • Course 2: Charitable Legacies through Bequests and Beneficiary Designations
    • Course 3: Deferred Gifts That Bring Great Comfort Today: Gift Annuities and Retained Life Estates
    • Course 4: Problem-Solving Applications of Charitable Remainder Trust
    • Course 5: Donor-Friendly Alternatives to the Private Foundation: Donor Advised Funds, Endowments and Charitable Lead Trusts
    • Course 6: Balancing Charitable and Family Legacies
  • Your Most Pressing Client Insurance Questions, Answered: Healthcare, LTD, LTC, Medicare and More

    Product not yet rated Includes Credits Includes a Live Web Event on 11/04/2020 at 12:00 PM (MST)

    Join FPA’s leading insurance partners for a live update on the insurance marketplace for all types of personal and group insurance options, including but not limited to: Healthcare, Long Term Disability, Long Term Care, Medicare, and more. Stay fresh on legislative reform, administration policies, potential adjustments from the elections, and prepare for your client’s questions. As families gather for the holidays and see relatives (some for the first time in a long time), we know you will receive questions about Medicare, Long Term Care, and solutions that suite each client’s individual situation. We’re here to help you prepare. 

    Join FPA’s leading insurance partners for a live update on the insurance marketplace for all types of personal and group insurance options, including but not limited to: Healthcare, Long Term Disability, Long Term Care, Medicare, and more. Stay fresh on legislative reform, administration policies, potential adjustments from the elections, and prepare for your client’s questions. As families gather for the holidays and see relatives (some for the first time in a long time), we know you will receive questions about Medicare, Long Term Care, and solutions that suite each client’s individual situation. We’re here to help you prepare. 

    • Articulate ACA-compliant healthcare options including resources, deadlines and key considerations for clients
    • Lead clients through a variety of Long Term Care considerations and solutions within a financial plan end-of-year review meeting
    • Assist clients with retirement healthcare planning strategies and solutions including Medicare 

    John E. Ryan, CFP®

    Owner, Ryan Insurance Strategy Consultants

    An independent insurance broker since 1978, John Ryan is a Certified Financial Planner®, NAPFA Resource Partner, Financial Planning Association (FPA) member, FPA Strategic Partner and the owner of the Colorado-based insurance firm of Ryan Insurance Strategy Consultants (RISC). John focuses primarily on life, disability, and long-term care insurance planning. John consults with financial advisors, attorney's, CPA's and their clients in addition to managing his private insurance practice in Colorado. Ryan Insurance Strategy Consultants also oversees the administration of the NAPFA and FPA Member Benefit Insurance Programs that include; Group Short and Long Term Disability and Group Term Life Insurance products. 

    Chad Eyrich, CLTC

    VP, Long Term Care and Linked Benefit Sales, Ash Brokerage

    As VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich is like an LTC maestro. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.
    Prior to Ash Brokerage, Chad was a financial advisor, managing assets for holistic plans. In addition to his Certified in Long-Term Care (CLTC) designation, he has his life and health, and property and casualty insurance licenses.

    Barry Streit, CLU, ChFC®

    Senior Vice President, Medicare Sales, UnitedHealthCare Medicare Solutions

    BARRY STREIT is the Senior Vice President of Sales and Distribution for UnitedHealthcare’s Medicare business.  The organization Barry leads is responsible for Direct-To-Consumer Sales, Field Sales Support, Business Development, and Retention.

    Barry has worked in different industries, including life insurance, financial services, banking, and Medicare.   Prior to joining UHC, Barry held leadership positions with Charles Schwab & Co;  BMO Harris Bank; and TD Ameritrade.  

    Barry received a bachelor’s degree from the University of Florida and an MBA from the University of Notre Dame.  He holds the CLU and ChFC designations from the American College.

    Barry lives in Edina, MN.

    Torre Nigro

    A lifelong Kansas City resident and civic leader, Torre earned a bachelor’s in business management from Rockhurst University and is a graduate of the Rockhurst Executive Fellowship Program, where he received a master’s in business. 

    Salvatore (Torre) Nigro is president of Broker Source, a general insurance agency serving the greater Kansas City area. Joining the company in 2013, Torre brought over 30 years of industry experience from Blue Cross Blue Shield of Kansas City, where he grew in his career from marketing representative to senior-level executive. Torre’s vast industry knowledge and experience has been pivotal in leading Broker Source agents and individuals through the challenges of health care reform.

    Torre’s leadership extends both to his professional and personal life. In 2011, he was selected to head Cobalt Ventures, a wholly owned subsidiary of Blue Cross Blue Shield of Kansas City. As president and CEO he oversaw six companies with over $55 million in revenues.

    Torre has served on many community boards, including the Rotary Club of Kansas City, Kansas City Crime Commission Board, the Sisters of St. Joseph Carondelet Development Board (national and local), the Kansas City Chamber of Commerce, and the Centurion Leadership Development Program.

    Most recently, Torre served as chair, and board member, of The Don Bosco Centers, a charitable community organization that provides free English classes to adult immigrants and refugees, as well as quality-of-life assistance to area seniors with disabilities.

    His alma matter, Rockhurst University, also remains dear to his heart. Torre has served on the Rockhurst University Leadership Council, as past members of the Board of Regents, as chair of Regular Investors, and on the Alumni Board.

    Clay Kretsinger

    Manager, Association Group Benefits, Ryan Insurance Strategy Consultants

    Clay is the Manager of the group division of Ryan Insurance Strategy Consultants. He oversees the administration and sales of group plans for associations and employer groups. Clay specializes in developing benefit programs for all client groups. Clay started in 1979 working in claims at Mutual Benefit Life. While in claims, Clay saw the great need for disability insurance to help and affect those in the workforce. In 1995, Clay took his knowledge and moved into sales. He sold for Fortis Benefits in San Francisco, Austin, and Denver, both as a sales representative and manager. He won numerous sales and product awards during his time in the field. He moved to Standard Insurance in 2001 as manager of the Denver office. Clay’s 41 years of experience allows him to fit benefits packages to meet the needs of any type of client; including finding cost savings and increasing benefits. From the Kansas City, Missouri office, Clay works with both public and private sector employers and associations creating long-term relationships. Ryan Insurance Strategy Consultants has been providing Group insurance services and advice since 1995.

  • From Dire to Bleak: The Outlook for Bonds in the Wake of COVID-19

    Product not yet rated Includes Credits Includes a Live Web Event on 11/09/2020 at 12:00 PM (MST)

    In this webinar, Marc Odo, CFA®, FRM, CAIA, CIPM, CFP® will revisit the trends and concerns raised a year ago in his Bleak Future of Bonds (white paper) and explore how they have been exacerbated by the COVID-19 pandemic. He will outline the dangerous impact of the stimulus on bond markets, how the fiscal outlook is making it worse, and most importantly how this threatens the roles bonds have played in portfolios and financial plans historically. Marc will conclude with practical insights for financial planners to address portfolio allocation and planning challenges going forward. 

    In this webinar, Marc Odo, CFA®, FRM, CAIA, CIPM, CFP® will revisit the trends and concerns raised a year ago in his Bleak Future of Bonds (white paper) and explore how they have been exacerbated by the COVID-19 pandemic. He will outline the dangerous impact of the stimulus on bond markets, how the fiscal outlook is making it worse, and most importantly how this threatens the roles bonds have played in portfolios and financial plans historically. Marc will conclude with practical insights for financial planners to address portfolio allocation and planning challenges going forward. 

    • Participants will learn about the various risks in bonds, and examine impacts on bond risk after the COVID-19 pandemic, government response, and then learn about headwinds for fixed income categories going forward
    • Participants will learn about options-based strategies, a growing and diverse category, and specifically learn due diligence considerations regarding the drivers of risk and return for various options-based strategies
    • Participants will learn about the use of options to create portfolio or position hedging, specifically hedged equity, for investment risk management purposes

    Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®

    Client Portfolio Manager, Swan Global Investments

    Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®, as Client Portfolio Manager, is responsible for helping advisors gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content. Prior to Swan, Odo was Director of Research for 11 years at Zephyr Associates, developing next generation risk analytics. Before that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and an investment analytics team member at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. 

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  • Vanguard's ESG ETFs: Helping Clients Make an Impact

    Product not yet rated Includes Credits Includes a Live Web Event on 11/17/2020 at 12:00 PM (MST)

    The year 2020 has made us more aware of the impact our choices have on others and the world at large, and has helped drive a new wave of investors in ESG as an investment category. Environmental, social, and governance—or ESG—refers to socially responsible factors that investors use to evaluate investments based on the issues that matter most to them. Investors tend to initially apply ESG screening to their equity allocation. But ESG applies to fixed income as much as equity. Experts at Vanguard will share how Vanguard thinks it can help advisers plan for a total ESG portfolio. Join Vanguard’s investment strategist Doug Grim, and head of ETF product management Rich Powers as they dive into the world of ESG investing and introduce Vanguard’s newest ESG product, Vanguard ESG U.S. Corporate Bond ETF, to the lineup. 

    The year 2020 has made us more aware of the impact our choices have on others and the world at large, and has helped drive a new wave of investors in ESG as an investment category. Environmental, social, and governance—or ESG—refers to socially responsible factors that investors use to evaluate investments based on the issues that matter most to them. Investors tend to initially apply ESG screening to their equity allocation. But ESG applies to fixed income as much as equity. Experts at Vanguard will share how Vanguard thinks it can help advisers plan for a total ESG portfolio. Join Vanguard’s investment strategist Doug Grim, and head of ETF product management Rich Powers as they dive into the world of ESG investing and introduce Vanguard’s newest ESG product, Vanguard ESG U.S. Corporate Bond ETF, to the lineup. 

    • Define ESG investing
    • Outline the four-step process for prudent ESG decision-making and screening process for ESG funds
    • Explain ESG’s role in clients’ portfolios and how to guide investors who are considering ESG funds
    • Illustrate the ESG fund approach, and how clients can examine and compare different ESG funds, including Vanguard’s ESG product lineup

    Richard Powers

    Fund and ETF Product Management Category Head Planning and Development, Vanguard

    Richard F. Powers is the head of ETF Product Management at Vanguard. His team is responsible for meeting with clients and prospects to discuss Vanguard’s ETF® lineup, conducting surveillance of competitor products, publishing on noteworthy developments in the ETF marketplace and Vanguard lineup, and enhancing Vanguard’s ETF lineup via changes to existing products or launching new products. He joined the firm in 1999, and before his current role, Powers was a senior member of the oversight and manager search team, which is responsible for identifying sub-advisory partners for Vanguard’s active fund lineup and monitoring the firm, people, process, portfolio, and performance of all existing Vanguard funds on behalf of Vanguard’s Global Investment Committee and board of directors.

    Douglas Grim, CFA

    Senior Investment Strategist Investment Management Group, Vanguard

    Doug Grim, CFA, is a senior investment strategist in Vanguard nvestment Strategy Group, where he leads the team that conducts research and provides thought leadership on environmental, social, and governance (ESG) issues in investing and factor-based portfolio construction. Previously, Grim was a senior investment consultant in Vanguard Institutional Advisory Services®. In that position, he provided asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research to institutional clients. He also served as team leader responsible for assisting other consultants with all asset allocation and asset/liability modeling studies conducted for clients. Grim is a member of the Advisory Board of The Journal of Impact and ESG Investing. He earned a B.S. from the University of North Carolina at Wilmington. He is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Philadelphia.

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  • Rebroadcast - CFP Board's Code of Ethics: Elevating the Profession

    Product not yet rated Includes Credits Includes a Live Web Event on 11/19/2020 at 12:00 PM (MST)

    This live rebroadcast satisfies the CFP Board Ethics CE requirement. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

    This live rebroadcast satisfies the CFP Board Ethics CE requirement. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

    • Apply the Practice Standards when providing financial planning
    • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP professionals
    • Recognize situations when specific information must be provided to a client
    • Act in accordance with CFP Board's fiduciary duty
    • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest

    Darin Shebesta, CFP®, AIF®

    Wealth Advisor, Jackson/Roskelley Wealth Advisors, Inc.

    Darin Shebesta, CFP®, AIF® is a Wealth Advisor with Jackson/Roskelley Wealth Advisors, Inc.  Darin graduated with a bachelor's degree in finance from the W. P. Carey School of Business and Barrett Honors College at Arizona State University. He has also been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, among others.

    Some of Darin's community involvement activities include past president, FPA of Greater Phoenix, 2015; member, FPA Annual Conference Task Force.  Darin has also been facilitating the CFP Ethics CE webinars for the FPA since 2018.