Join our panel of marketing experts featured in the July issue of the Journal of Financial Planning as they share common marketing fails that financial planners can sometimes make. While focusing on other people’s mistakes, the panel will discuss lessons learned and how they can be positively transformed into successful marketing strategies. The discussion will include a lively audience Q and A, and will be moderated by an FPA volunteer.

Level of Complexity: 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

Please note CE Credit is only available for the live presentation

On the eve of the tax season, we are adding this important and timely special edition Journal in the Round to cover key information on how the new laws impacts you and your clients. Join JFP contributors Randy Gardner and Julie Welch, as they unpack some of the complexities and discuss new tax planning opportunities for 2018. FPA Tax and Estate Planning Knowledge Circle host Mark Prendergast will moderate and lead the audience Q and A. 

Level of Complexity: Intermediate

September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her  weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table  with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients.  They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners.  You can listen to this episode here and on FinancialPlannerPodcast.com, iTunes, and Stitcher, starting September 26th.

Please Note CE credit is only available for the live presentation

In this month's Journal in the Round,  Dr. Shachar Kariv, chief scientist of TrueProfile, one of the world’s top game and decision theorists and the recent chair of economics at UC Berkeley, will join Think to Perform CEO Doug Lennick to discuss their passion for behavioral finance and its essential role is shaping the future of financial advice. 

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT THE ON DEMAND RECORDING

We have entered a time of unprecedented political and economic change that directly impacts our work as financial planners. In this month's Journal in the Round, Dennis Stearns, a CFP practitioner and one of the financial industries' leading scenario experts and futurists, and Dr. Gary Bradt, a top expert on managing through change, will discuss how to frame the conversations, helping clients prepare for change with  targeted questions and solutions that can help them feel more in control of their destiny. 

Level of Complexit: Intermediate

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
 

In this month's Journal in the Round, join our panel of planners and thinkers, featured in the June issue of the JFP, as they think through the future world of blockchain technology, and more urgently, the basics of how to help clients understand its place in the financial landscape.  The discussion will include a lively audience Q and A, moderated by an FPA volunteer, and will cover top things planners should know when talking to clients, and the potential impact of cryptocurrencies on tax and estate planning. 

Level of Complexity: Overview

CE IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT ANY RECORDING

In this month's Journal in the Round, April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets,including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning. The conversation and audience Q and A will be moderated by FPA's Bill Harris. 

Level of Competency: Intermediate

PLEASE NOTE THAT CE CREDIT IS  AVAILABLE FOR LIVE EVENT ONLY. CREDIT IS NOT AVAILABLE FOR THE RECORDED PROGRAM.

Join June’s Journal of Financial Planning contributor Daniel Kern, and investment adviser David Edwards, founder of the Heron Financial Group | Wealth Advisors, as they discuss the impact of  the “golden age” of investing in the “new normal.” Find out why financial advisers and their clients will need to adapt a less favorable outlook for markets, and how lowering return expectations doesn’t mean that returns will be negative. Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Ray Benton.
     

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION OF THIS PROGRAM

In this month's Journal in the Round, Adam Minsky, J.D. discusses his article in the February issue of the Journal on managing student loans.  He will be joined by college planning expert Joe Messinger, CFP, to discuss the growing problem of massive student loan debt in the U.S., and the different types of  loans and repayment options that financial planners can know about to help clients navigate this challenging landscape. 

Level of Complexity: Intermediate

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION OF THIS PROGRAM

In this month's Journal in the Round, our panelists John Renner and Robert Mauterstock will be discussing the implications of the new FINRA regulation, effective February 2018, regarding required protections for the most vulnerable senior clients.  The discussion and audience Q and A will be moderated by an FPA  host Bill Harris.

Level of Complexity: Intermediate

Learning Objectives

Describe new and amended FINRA Rules 2165 and 4512  to protect the elderly 
Explain the reporting and compliance issues that will impact financial planners
Discuss the importance of laws to the planner-client relationship

In this month's Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his "valuation mantra," and the insights on value and valuation that all financial planners need to know.  He will be joined by George Hartman of Market Logics, and the discussion will be moderated by FPA Knowldege Circle host Emily Chiang.

In this month's Journal in the Round, March JFP contributor Envestnet's Molly Pandya, and our other expert panelists Kevin Hughes (MoneyGuidePro) and  Scott Huff (YoureFolio,) will weigh in on the current landscape, evaluating which technologies will have the biggest impact on the profession. FPA's Bill Simone will moderate the discussion and live Q and A. 

NOTE: CE Credit is only available for the live presentation of this program

In this month's Journal in the Round, Andrew Clark, co-author of the lead article in the December issue of the Journal of Financial Planning, discusses his thoughts on the future of financial planning, and how in a world where IQ is easily replaced by artificial intelligence, a planner's mastery of EQ will provide the indispensable value to clients. Andrew will be joined by Frank Paré, who also appears in the December issue, serves on the FPA's board of directors and is the 2017 president-elect. FPA leader and Knowledge Circle host,Bill Harris will moderate the panel and lead the audience Q and A.