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

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®.
 

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.

In this month’s Journal in the Round, our 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, will discuss 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 will also provide insights into career pathways for firm owners looking to hire and new grads seeking to get hired. 

Join the contributors of September's Journal of Financial Planning, Kevin L. Walsh and David N. Levine with Groom Law Group, as they continued to discuss the SEC's new rule package and main components of Reg BI. During this online, interactive roundtable, Walsh and Levine explained how to meet the best interest standard through the component obligations, how the package impacts financial planners and their clients, and more. This program included an audience Q&A led by Raymond Benton, CFP®, CRPC, EA, 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® professionals or unfamiliar with subject.

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.

In this month's program, we invited contributors to May's diversity-themed Journal of Financial Planning, Keith Beverly, CFA, CFP, and Kathleen Boyd, CFP, along with Gary Clement, CFP, to discuss and continue the candid conversation about diversity and inclusion in the profession. Led by host Robert Castillo, ADPA, the panelists will dig into the tough issues around diversity and inclusion that persist, despite the attention and efforts to create change in the profession. Topics will include the exploration of existing barriers, and impact-oriented strategies prescribed by the panelists to build an inclusive financial planning community with opportunity and access for the widest spectrum of people. This interactive, online roundtable includes an audience Q&A.

Join April's Journal of Financial Planning contributor Philip Herzberg, CFP, CTFA, AEP, and Sheryl J. Manning, PL, as they discuss how planners can guide clients through their estate planning and help them shift their methods based on the Tax Cuts and Jobs Act (TCJA). This discussion will include an audience Q and A, and be moderated by 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.

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.

The challenges facing financial planners who assist their clients in completing the Free Application for Federal Student Aid (FAFSA) revolve around conflicts between tax and financial aid maximization of a family's finances, and/or misconceptions about the FAFSA. These misconceptions could cost a family money. The contributors of February's Journal of Financial Planning will discuss the FAFSA myths and tips to help financial planners guide their clients through the intricate process of completing the FAFSA. It will include an audience Q and A, and be moderated by an FPA volunteer.


Level of Complexity: Intermediate

The demand for planners to learn how to prepare for AI in financial planning continues to grow as clients' expectations of services increase and their willingness to pay for asset management decreases. The contributors of the January's Journal of Financial Planning will discuss the anticipated changes, and be ready to answer questions to help planners learn how to adopt phases of leveraging scaled technology now and in the future, preparing practices and clients for the technology shift. It will include an audience Q and A, and 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

Join this highly recognizable group of educators, practitioners and past/present/future leaders of the profession as they discuss the 21st century skills that future planners need (and educators need to teach) to be successful and relevant in the fast approaching future. Elizabeth Jetton, CFP (FPA past-president) will lead Dr. Dave Yeske, CFP (FPA past president and current practitioner editor of the Journal of Financial Planning), Dr. Martin Seay, Ph.D, CFP (FPA president-elect) and Autumn Campbell, CFP (FPA NexGen President-Elect) in this lively discussion and audience Q and A.