It is imperative for financial planners to inform clients of constantly changing federal and state laws regarding estate planning, especially during the COVID-19 pandemic. Join April’s Journal of Financial Planning contributors Randy Gardner, J.D., LL.M., CPA, RLP^®, CFP^®, and Leslie Daff, J.D., MBA, as they expanded on the basic estate planning framework and advanced planning guidance outlined in their article, emphasizing important strategies and information to communicate with clients during and after the pandemic. This online, interactive roundtable conversation was moderated by FPA host Robert Castillo, ADPA.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP^® professionals or unfamiliar with subject.

CFP CE credit is not available for the on-demand recording of this program.

In this month’s Journal in the Round, the March Journal of Financial Planning contributors Elizabeth Jetton, M.Ed., CFP^®, longtime financial planning thought leader, and FPA's business strategy coach Adam Kornegay, co-founder of Pathfinder, discussed their action-oriented, step-by-step models for establishing and maintaining trust in planners' client relationships. In their articles, each present a powerful research-based argument for the critical need for financial planning professionals to intentionally improve their communication capabilities and integrate new behaviors into their client interactions starting with that first meeting. This roundtable conversation, and audience Q and A was led by Kieran Rooney, CFP^®, EA, one of the program's regular moderators.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP^® professionals or unfamiliar with subject.

For February’s Journal in the Round, join our panel of tech savvy financial planners and fintech experts from FPA’s FinTech Advisory Group as they discussed how the fintech space is exploding with possibilities for planners and their clients. Charesse Hagan, Chris Heye, Ph.D. and Shane Morrow, CFP^®, CIMA, CAIA^® discussed insights into the key trends on the horizon, and shared wisdom about the tools in their tech deck as well as what they hear from financial planners about what their dream technology of the future looks like. This lively, online and interactive roundtable conversation was moderated by FPA host Terry Bradford-Crane, MBA, CFP^®. 

Join January’s Journal of Financial Planning contributors Ryan S. Galiotto, CFP^® and Joseph Orsolini, CFP^® as they discussed why college planning is a critical part of the work they do with clients. The student loan crisis has a tremendous impact on the economy and the multiple generations of families challenged by the sky-rocketing cost of college and subsequent amount of student debt. The panel explored the current student loan/student debt landscape, arguing both the business case and the social imperative for financial planners to incorporate comprehensive education planning into their practice. This online and interactive roundtable conversation was moderated by FPA host Terry Bradford-Crane, MBA, CFP^®.
 

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP^® professionals or unfamiliar with subject.

According to futurist and super trend expert Dennis Stearns, CFP®, ChFC®, the future trends of the profession revolve around planners’ human and technology skills, business growth models for planners, and career paths and training for younger planners. Join December’s Journal of Financial Planning contributors Stearns and Carly Schulaka, editor of the Journal of Financial Planning, as they dive deeper into their conversation featured in the latest issue, sharing their observations and predictions about the financial planning future during the next five to 10 years. This thought-provoking, online, interactive roundtable is led by FPA moderator and host Bill Harris, RMA®, CFP®. 

For November’s tax-themed Journal in the Round, Julia Brufke Wenger, CFP^®, will share what she calls her “seasons of planning” strategy for ramping up and getting ready for tax season. She will be joined by fellow panelist Mark L Prendergast, CFP^®, to discuss how planning effectively for tax-planning season can simplify business processes, improve customer service, strengthen relationships with her clients and reduce stress for all. This online, interactive roundtable will be led by moderator and FPA volunteer Raymond Benton, CFP^®.

In this Journal in the Round, the panel will focus on the next generation financial planner and how the growth of the profession has created an incredible tailwind for placement of graduates. Moderator Hannah Moore, CFP®, and panelists Craig Lemione, director of financial planning at the University of Illinois, Luke Dean, financial planning program director at Utah Valley University, and Nathan Harness, director of financial planning at Texas A&M University, discusses how students and sometimes even the instructors in their programs have a hard time distinguishing the different expectations, cultures and pressures new hires face across varied career paths. As a continuation of their live session at the FPA Annual Conference 2019, they provide insights into career pathways for firm owners looking to hire and new grads seeking to get hired.  

It is likely that the majority of financial planners will work with families with a member suffering from Alzheimer's disease because it is the most common form of dementia. These families often experience a type of grief that is overlooked, known as ambiguous loss. Join the contributors of August's Journal of Financial Planning, Emily Forst, Megan McCoy, Ph.D., LMFT, and Shelitha Smodic, CFP, as they discussed how financial therapy could aid financial planners in supporting their clients through emotional stress, and how to develop more empathy for families experiencing ambiguous loss. This online roundtable is an interactive discussion with the panel and audience Q&A that was led by Kieran Rooney, CFP, Journal in the Round moderator and FPA member.


Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

July's Journal for Financial Planning contributor, Taylor Schulte, CFP, discusses how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan. This online roundtable is an interactive discussion with the panel and audience, led by Journal in the Round moderator and FPA member Terry Bradford-Crane, MBA, Candidate for CFP Certification.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

Join the contributors of June's Journal of Financial Planning, Ryan Firth, CPA, CCFC, and Tyrone V. Ross Jr., as they discuss what planners should examine before allocating clients’ assets to cryptoassets. During this roundtable discussion, Firth and Ross identify cryptoassets and their barriers, tax and fee-model considerations and more. This program includes an audience Q&A moderated by Raymond Benton, CFP, CRPC, EA.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

The complexity of human interaction can disrupt financial planners' client communications and/or relationships because each person communicates within a context of their individual experiences and emotions. The contributors of March's Journal of Financial Planning, Dr. Stephen C. Brody and Barbara Kay, will discuss listening styles and tools, the OAR (Observer, Actions, Results) principle, collaboration and problem-solving techniques, and other client communication tips to help guide financial planners through difficult client conversations, and create meaningful client relationships that gain positive results. It will include an audience Q and A, and be moderated by Kieran Rooney, CFP.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.