
Upcoming Live Knowledge Circles
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/01/2025 at 1:00 PM (MDT)
With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/29/2025 at 2:00 PM (MDT)
For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/08/2025 at 12:00 PM (MDT)
With market volatility rearing its head in 2025, you are probably getting more questions from clients who are nervous about the current market and ever-changing political landscape.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/29/2025 at 1:00 PM (MDT)
Join a discussion about participating in the FPA’s Investment Knowledge Circle Committee.
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Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 04/22/2025 at 12:00 PM (MDT)
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.
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Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 04/16/2025 at 9:00 AM (MDT)
Cross-border financial planners often face complex estate and inheritance tax issues when advising clients with assets in multiple jurisdictions.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/10/2025 at 12:00 PM (MDT)
Join the Women & Financial Knowledge Circle on April 10th for an engaging discussion of Traction: Get a Grip on Your Business by Gino Wickman.
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 04/08/2025 at 10:00 AM (MDT)
One of the main concerns for LGBTQ+ people is what will happen if marriage equality is overturned.
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