Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion. We’ll go beyond the headlines and dive into the experiences, challenges, and opportunities that shape our careers. This is not a lecture—it’s a space for connection, honesty, and mutual support.

Last year, we surveyed over 100 women across the financial advisory profession, and the results were clear: Women have made incredible strides, but many still experience leadership, opportunity, and even everyday client service differently than their male peers.

Our survey revealed:

• Mentorship often exists — but real sponsorship is still too rare.

• Imposter syndrome isn’t a lack of confidence — it’s often a sign that the system still wasn’t built for us.

• While DEI initiatives are more visible, many women feel they create surface-level change rather than meaningful impact.

• True allyship, collaboration among women, and values-driven leadership are key to changing the future.

Whether you're early in your career, leading a firm, or somewhere in between, your voice matters. Your story matters. We’ll explore our own personal stories, do some deep thinking, and harvest our experiences. Let's build a better future — together.

Come ready to share, listen, and leave inspired.

Gretchen Halpin, Co-Founder

With seniors today controlling over $14 Trillion in home 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. Join us as we discuss:

- What are the different options for using home equity, and when does it make sense to consider them.
- Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive distribution rates?
- Can home equity bring cash flow and income tax efficiencies to a retirement plan?
- Other generational and wealth transfer opportunities. 

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.

Dana Anspach, CFP®, RMA®, Founder and CEO

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 June, Larry will be joined by Michella Drummond and they will be discussing health benefits.

If you have questions ahead of time, you can send them to learning@onefpa.org. 

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

Brought to you by the Business Success Knowledge Circle: 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. 

Clients need assurances that the support they get from financial professionals can be verified by a trusted authority that as formulated a system for ensuring a minimal level of competence, knowledge, ethics, experience and dut to serve the public well. 

The CFP has become a highly valued professional standard in a critically important field.  To earn it is to demonstrate a commitment to excellence and therefore it has become an important career-building goal for increasing numbers of practitioners.   To support new advisers who desire to acquire the marks therefore has become a collective opportunity. 

More and more companies are requiring the CFP marks as a condition of employment and/or advancement.  For increasing numbers of aspiring ---and currently practicing- financial professionals it has become a potential barrier to entry. 

Are we sponsoring a work environment and culture we can enable colleagues in our organization to earn the marks? 

Brett Danko is a leading educator in preparing aspiring financial advisors – and highly experienced ones too – to attain the CFP designation.  As a practicing professional with his own financial services practice, he is well versed in guiding us through practical steps to creating nurturing work environments to encourage advisors to work through the regimen to become CFPs!

Brett Danko, CFP®,