Learning Center

Tax & Estate Planning

FPA Fall Learning Series - Week 1

We kickoff the FPA Fall Learning Series with a selection of content that will help you serve the tax and estate planning needs of your clients in the months ahead.

This week, you will be able to attend a live webinar titled “To Trust or Not to Trust” featuring highly-respected estate planning attorney Gary Altman, CFP®, JD, LLM, Altman & Associates, a division of Frost Law. We are also opening five terrific on-demand presentations at the start of the week!

Registration for the live webinar with Gary Altman is now open. Click the link below to register today! All on-demand programs will be available beginning November 8 at 8 a.m. ET. At that time, you will be able to navigate to those programs right from this page!

Extra Opportunity - LIVE! Women & Finance Knowledge Circle: What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner with Bridget Grimes, CFP®, Equita Financial Network, November 11th at 2 pm ET. Register Now!

The on-demand programs that will be available beginning November 8 include:

  • Tax and Financial Planning for Employee Stock Plans: Restricted Stock, Employee Stock Purchase Plans, and Stock Options with Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP®, Pon Associates
  • Tax-efficient Withdrawal Strategies After Retiring with Greg Geisler, PhD, Indiana University
  • The 90% Problem - Helping Famililes Retain Their Wealth with Damon King, CFP®, ChappelWood Financial Services
  • Estate Planning for the Multinational Client with Paula Jones, Attorney, Paula M. Jones Law Offices