Upcoming Webinars

Long-term care is no longer a conversation advisors can afford to postpone. Nationwide’s 2026 research shows that cost remains consumers’ leading long-term care concern, while many households are still uncertain about how care will be funded, coordinated, and delivered. Clients increasingly prefer care at home, worry about becoming a burden on family members, and often underestimate the emotional, financial, and logistical demands placed on caregivers.Presented by Shawn Britt of Nationwide, this webinar will examine findings from the Nationwide Retirement Institute® 2026 Long-Term Care Survey and translate them into practical planning conversations for financial professionals. Attendees will explore how clients are thinking about caregiving, insurance, home-based care, family involvement, and funding strategies—and why advisors who can help clients navigate future care costs may strengthen both client outcomes and relationships. Nearly three-quarters of survey respondents said they would be likely to switch to an advisor who could help them navigate long-term care costs if their current advisor could not.

This sessions will provide a preview of The Day of Financial Experts, a special one-day educational event I’m hosting on November 9 in Washington, D.C.Held in collaboration with the Financial Planning Association, the event takes place one day before the national FPA Summit on November 10–11. You don't need to attend the FPA Summit to participate. The Day of Financial Experts is a standalone event, but it’s also a great opportunity to add 1-2 days of advanced education if you’re also interested in the FPA Summit.We’re bringing together leading experts to address three critical planning areas:Tax Planning for High-Income Earners + Roth ConversionsAdam Scherer, MS, CFP®, EA will share actionable, case-study-driven strategies advisors can use to help high-income clients identify opportunities to reduce federal, state and local taxes. He’ll also explore how to evaluate Roth conversions as part of a multi-year tax strategy.Estate Planning for $2–$5 Million HouseholdsAlan Gassman and Scott Levin will share current estate-planning strategies for affluent families, including ways to strengthen existing plans, protect assets, transfer wealth and avoid costly planning mistakes.Social Security: What’s Next—and What You May Be MissingLearn about the challenges facing Social Security, how potential reforms could affect future benefits, and hear Kurt Czarnowski share 5 lesser-known strategies and rules that can help clients make better claiming decisions.Earn 6 CE credits for CFP® certification and IAR requirements, with CE also available for American College designations, CDFA®, CPA and EA professionals.Attendance is capped at just 75 professionals—and as a subscriber, you’re getting first access.If tax planning, estate planning and Social Security are important to your clients, I hope you’ll join us in Washington on November 9.

Join Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® of Student Loan Planner as they walk you through the most pressing student loan challenges your clients are facing today. Through practical case studies and timely policy updates, this session will equip you with the frameworks and insights needed to deliver confident, informed guidance across a wide range of client scenarios.What You'll Learn:Using four real-world case study models, Meagan and Lauryn will break down optimal repayment strategies for clients at every stage of the borrowing lifecycle:Done Borrowing – Strategies for clients who have completed their education and are now focused on repayment optimization, refinancing decisions, and long-term payoff planning.New Borrower – How to set up clients just entering repayment for success, including plan selection, income-driven repayment enrollment, and early forgiveness pathway planning.Still Borrowing – Managing in-school borrowing strategy for clients actively pursuing advanced degrees, including how current decisions impact future repayment options.Public Service Loan Forgiveness (PSLF) – A deep dive into identifying eligible clients, tracking qualifying payments, and avoiding costly missteps that can derail forgiveness timelines.Policy Updates You Need to Know:Meagan and Lauryn will also cover the latest developments your clients are asking about, including the current status of Parent PLUS borrowers and the most recent updates to the Repayment Assistance Plan (RAP). *CE/CPE Eligible:1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).Field of Study: Specialized KnowledgePrerequisites: There are no prerequisites for this session.Advanced Preparation: NoneProgram Level: BasicDelivery Method: Group Internet BasedNASBA ApprovedFinancial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

A quiet but powerful demographic shift is underway—and most financial advisors are underestimating its impact.Roughly 1 in 4 Americans now identify as childfree, and their financial decisions are fundamentally different from previous generations. But this isn’t just a niche planning issue—it’s a macroeconomic force that is reshaping everything from consumer behavior to housing demand, labor markets, Social Security, and retirement systems.Join childfree planning specialist Jay Zigmont for a forward-looking session that explores how this growing population is influencing the other 75%—and why advisors who ignore this trend risk falling behind.In this webinar, we’ll go beyond surface-level observations and unpack the real financial implications of a childfree society:How childfree households are accumulating, spending, and transferring wealth differentlyThe ripple effects on Social Security sustainability and workforce dynamicsWhy traditional retirement assumptions may no longer applyHow shifts in housing, healthcare, and consumption patterns are already emergingThe planning blind spots advisors face when applying family-centric frameworks to childfree clients
This is not just a cultural trend—it’s an economic transformation. If you want to stay relevant in the next decade of financial planning, you need to understand it. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP.  
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Join us for a conversation with Dennis Moore, CEO of the Financial Planning Association, as he shares what’s new at FPA and what the organization offers financial planners today. Moore, who stepped into the CEO role in late 2025 after two decades of service to FPA at the chapter and national levels — including a term as national president — will discuss FPA’s current priorities around education, advocacy, and practice resources, and where he sees the organization heading as it builds on 25 years of supporting the profession.

Join insurance experts Barry Flagg, CFP® and Kevin Kimbrough, CFP® to learn how permanent life insurance can function as a tax-efficient asset in retirement income and wealth-preservation strategies. Through real-world scenarios, advisors will learn when policies can provide supplemental income, long-term care flexibility, and estate liquidity—while complementing Roth conversions and distribution planning.Learning ObjectivesAssess how life insurance can supplement retirement income within a tax-diversified portfolio.How Life Insurance works after you’ve exhausted your Qualified Account OptionsEvaluate the tax treatment of policy withdrawals, loans, and distributions.Compare funding designs and exit strategies for maintaining flexibility and avoiding policy lapse risk.Analyze the role of life insurance in managing longevity risk, estate liquidity, and survivor benefits.Integrate life insurance into comprehensive financial and tax-planning frameworks without compromising fiduciary independence.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Financial advisors and CPAs are often on the front lines of helping clients navigate complex financial situations—but many are unaware of a valuable resource that can significantly enhance client outcomes: Daily Money Managers (DMMs).Join Sharon Zissman of the American Association of Daily Money Managers (AADMM) for an in-depth look at this growing profession and how it can complement your work.In this session, Sharon will explain what Daily Money Managers do on a day-to-day basis, including how they assist clients with bill paying, budgeting, organizing financial records, and managing the administrative side of personal finances—particularly for older adults, busy professionals, and clients facing cognitive or health challenges.You’ll also learn how DMMs collaborate with financial advisors and CPAs to create a more comprehensive support system for clients, helping to improve communication, reduce risk, and ensure financial plans are implemented effectively.In addition, Sharon will review the education, training, and credentials of professional Daily Money Managers, as well as the standards upheld by members of the National Association of Daily Money Managers. She will also highlight the strength and reach of NADMM’s national network, making it easier to connect with qualified professionals across the country.Whether you’re looking to better support aging clients, streamline financial oversight, or build a stronger professional network, this webinar will introduce you to a powerful—and often underutilized—resource.

Planning for Single Women explores the unique financial planning challenges and opportunities facing single women—whether divorced, widowed, or single by choice. Join Heather Zack, JD, LLM, MSFP, CAP® to better understand key structural risks such as longevity, income disparities, and caregiving responsibilities, and provides actionable strategies for advisors to support this underserved and high-need client segment. Through engaging case studies, the presentation covers critical planning areas including Social Security optimization, estate planning, and tax considerations, while also addressing broader themes like financial literacy, workforce participation, and closing the gender wealth gap. The goal is to equip advisors with practical tools to deliver more holistic, empathetic, and effective guidance to single female clients.

As more clients consider senior living options, financial advisors are increasingly expected to guide them through both the financial and tax implications of these decisions. Continuing Care Retirement Communities (CCRCs), in particular, present unique planning opportunities—and potential pitfalls—when it comes to medical expense deductions and tax-efficient funding strategies.In this highly practical session, two leading experts—Larry Pon, CPA and Brad Breeding, CCRC Specialist—combine their expertise to help advisors confidently navigate this complex area.Brad Breeding will lay the foundation by breaking down the different types of senior living arrangements, with a focus on CCRCs. He will explain the various contract structures, key decision factors, and what advisors should understand when helping clients evaluate these communities.Building on that framework, Larry Pon will dive into the critical tax planning considerations, including:What qualifies as a medical expense under IRS rulesWhich CCRC costs may be deductible—and which are notHow to strategically use Health Savings Accounts (HSAs) to pay for expensesThe documentation requirements needed to substantiate deductionsWhat the IRS is specifically looking for in audits and compliance reviews

The SEC’s modernized Marketing Rule significantly changed how registered investment advisers can promote their services, and regulators continue to scrutinize marketing practices closely during examinations and enforcement actions. In this session, securities attorney Michelle Atlas-Quinn will break down the key requirements of the rule and explain how advisors can structure compliant marketing programs in 2026. The program will clarify what qualifies as an advertisement under the rule, review prohibited statements that may be considered misleading, and explain the regulatory requirements governing testimonials, endorsements, and promoter relationships. Michelle will also examine the complex rules surrounding performance advertising, including the presentation of gross and net performance, the limitations on hypothetical performance, and the documentation firms must maintain to support marketing claims. The session will also address third-party ratings, social media considerations, and the expanded books-and-records obligations under the rule, while reviewing recent enforcement actions that illustrate how regulators interpret these requirements in practice.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: IAR. CPA members will earn 2.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

As clients live longer and wealth remains invested well into retirement, financial advisors increasingly face complex situations involving diminished capacity, family conflict, and potential elder financial exploitation. In this session, securities attorney Michelle Atlas-Quinn will provide a practical legal framework for navigating these sensitive situations while protecting both clients and advisory firms. The program will explore how regulators evaluate advisor responsibilities when working with aging clients, how legal capacity differs from observable warning signs of cognitive decline, and why advisors must document concerns carefully without attempting to diagnose medical conditions. Michelle will also discuss account titling considerations, jurisdictional issues, the limits of custodian involvement, and the litigation risks advisors face after a client’s death. The session will further review the federal regulatory framework, including SEC Rule 2165 and Regulation S-P, along with practical risk-mitigation strategies advisors can implement to recognize red flags, escalate concerns appropriately, and respond to suspected exploitation while maintaining compliance and client confidentiality.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Featuring Wade D. Pfau, Ph.D., CFA, RICP®, this webinar examines how guaranteed lifetime withdrawal benefits can fit within a broader retirement income strategy—and why advisors should evaluate more than a product’s roll-up rate or equity allocation in isolation.Drawing on historical market data spanning 1871–2024 and research developed for MassMutual, Dr. Pfau will explain how withdrawal rates, benefit-base growth, investment exposure, deferral periods, and access to assets work together to influence the amount of guaranteed income a client may ultimately receive. He will also explore how annuities with living benefits can complement non-annuity assets by reducing pressure on the rest of a client’s portfolio and potentially improving long-term growth and legacy outcomes.MassMutual’s Alex Samoila will provide an educational overview of variable annuity income options, illustrating how different designs may align with clients who have varying views about market risk, guaranteed growth, liquidity, and retirement income. Advisors will see comparisons across historical bull and bear markets and learn why the interaction among withdrawal rates, roll-ups, market performance, and client timing may matter more than any single headline feature.This program is designed to help financial advisors ask better questions, evaluate guaranteed-income solutions more thoughtfully, and determine when a variable annuity with a living benefit may—or may not—fit within a client’s comprehensive retirement plan. Product guarantees are subject to the claims-paying ability of the issuing insurance company, and suitability must be evaluated based on each client’s individual circumstances. Key takeaways

Many successful business owners and high-net-worth clients appear “unqualified” on paper when applying for home mortgages—reporting minimal taxable income while maintaining strong cash flow, substantial assets, and significant borrowing capacity.Traditional residential lending guidelines often fail these clients, limiting their ability to purchase, refinance, or strategically finance real estate.Join three mortgage experts to learn how Non-QM (Non-Qualified Mortgage) solutions can help your clients who report low-income but have significant assets. You’ll learn how alternative underwriting approaches—such as bank statement loans, asset-based lending, and DSCR (Debt Service Coverage Ratio) loans—can help clients secure home financing despite complex or tax-optimized income profiles.We’ll focus on real-world application, including:How to identify clients who are ideal candidates for Non-QM home financingWhen these strategies outperform conventional mortgage optionsHow to integrate Non-QM lending into broader financial and tax planning conversationsThe goal is simple: help you better serve clients who have the wealth—but not the W-2 income—to qualify for traditional home mortgages.

2 Hours | Eligible for CFP® and IAR CEThe OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important than ever.Beginning in 2026, many non-itemizers will gain a new deduction for qualifying cash gifts, while itemizers will face a new 0.5% of AGI floor and high-income taxpayers may receive less value from their charitable deductions. These changes make personalized planning essential for clients at every income level.In this practical, advisor-focused webinar, you will learn how to help clients select the most tax-efficient assets, timing, and charitable-giving strategies under the new rules. We will compare cash gifts with appreciated securities, explain when bunching still works, examine the continued power of Qualified Charitable Distributions, and show when donor-advised funds remain valuable—and when another approach may produce a better result.The program will also address common annual-giving mistakes, documentation requirements, employer matching gifts, charitable planning during Roth-conversion or unusually high-income years, and advanced strategies involving charitable remainder trusts, charitable lead trusts, charitable gift annuities, real estate, and closely held business interests.Through clear examples and client case studies, you will learn how to advise:Clients who claim the standard deductionAffluent itemizers affected by the new limitationsRetirees eligible to make QCDsExecutives holding highly appreciated or concentrated stockBusiness owners preparing for a sale or liquidity eventYou will leave with an actionable charitable-planning checklist and timely strategies to help clients increase both the tax efficiency and impact of their giving—while making charitable planning an ongoing part of the advisor-client relationship rather than a year-end exercise.

Join Tom Duffy, CFP® for an interactive ethics program built around real-life client scenarios that show how CFP Board’s ethical standards apply in practice—not just in theory.This CFP Board-approved course covers the Code of Ethics and Standards of Conduct, with a focus on fiduciary duty and the obligation to act in clients’ best interests. The session fulfills the 2-hour CFP® Ethics CE requirement and is also approved for CLU®, ChFC®, RICP®, and IAR CE credit.Designed for CFP® professionals who want more than a compliance-driven ethics course, this session helps you better understand your responsibilities while strengthening your ethical decision-making in day-to-day client work.

Most advisors have an opinion about marketing. Far fewer have data.Join Mark Tenenbaum from Kitces for a firsthand look at the results of the new Kitces Research report on Advisor Marketing — a study built from survey responses contributed by advisors across the industry, including Financial Experts Network subscribers. The result is one of the most current, data-driven pictures available of what advisory firms are actually doing to market themselves, and — more importantly — what's actually converting into new clients.This isn't a rehash of generic marketing advice. It's a look at real tactics, real firms, and real outcomes: what's working, what advisors think is working but isn't, and where firms are spending time and budget with little to show for it.In this session, Mark will cover:The marketing tactics advisory firms are using most — and how that's shifted in recent yearsWhich strategies show the strongest track record for actually acquiring new clientsCommon tactics that underperform expectations, and whyHow firm size, niche, and growth stage shape which tactics tend to workWhat the data suggests advisors should reconsider — or stop doing altogetherThis session is worth your time whether you're:Actively marketing and want to sharpen what's workingStruggling to get traction and need a clearer sense of where the effort should goNot currently focused on growth, but want an informed view of the landscape in case that changesMarketing decisions are often made on instinct or industry folklore. This session gives you an evidence-based starting point instead.

Learning Objectives• Compare Traditional and Roth eligibility, funding, and tax-treatment rules.• Determine whether an IRA contribution is permitted, deductible, nondeductible, excess, or subject to correction.• Calculate and document nondeductible IRA basis and explain its effect on future conversions and distributions.• Diagnose common IRA funding errors and identify the appropriate correction path.• Apply contribution rules to married couples and clients participating in employer plans.

Learning Objectives• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.• Evaluate whether assets should remain in an employer plan or move to an IRA using tax, legal, investment, and client-specific factors.• Calculate the taxable portion of a Roth conversion when IRAs contain pretax and after-tax amounts.• Determine whether a Backdoor or Mega Backdoor Roth strategy is operationally available and appropriate.• Diagnose common rollover and conversion errors and identify available correction procedures.

Learning Objectives• Determine the income-tax and additional-tax treatment of distributions from Traditional and Roth IRAs• Evaluate operational procedures for rollovers to and from employer plans• Match common early-distribution situations with the applicable statutory exception.• Calculate and aggregate lifetime RMDs under the appropriate account-specific rules.• Evaluate whether a QCD or another charitable-giving strategy better supports a client’s objectives.• Correct missed RMDs and identify related reporting and documentation requirements.• Coordinate retirement account withdrawals with tax brackets, Social Security, Medicare premiums, and charitable planning.

Learning Objectives• Classify beneficiaries under the post-SECURE Act framework.• Determine the applicable inherited-account distribution period using the owner’s date of death, required beginning date, account type, and beneficiary classification.• Compare the inherited-account options available to surviving spouses.• Evaluate the consequences of naming individuals, trusts, estates, or charities as beneficiaries.• Identify when annual distributions may be required during a 10-year payout period.• Diagnose common beneficiary-designation and post-death administration errors before irreversible action occurs.

For decades, referrals were the engine that fueled advisory firm growth. While referrals still matter, today's consumers—especially younger generations—are increasingly turning to Google, podcasts, social media, and AI-powered search tools to find financial professionals. The question is no longer whether advisors should invest in marketing and public relations, but how to do it effectively. Join Financial PR & Digital Marketing Strategist Jody Lowe for a practical, action-oriented webinar designed to help financial advisors and firm leaders build a sustainable marketing and PR strategy that generates trust, attracts ideal clients, and drives long-term organic growth. Drawing on real-world examples and proven best practices, Jody will show attendees how to move beyond random marketing tactics and create a repeatable system for business development.During this session, you'll learn:Why referrals alone are no longer enough to sustain growthHow to identify and articulate a compelling differentiator for your firmThe power of earned media, public relations, podcasts, and thought leadershipHow AI and "zero-click" search are changing advisor marketingThe differences between earning leads and buying leads—and when each makes senseHow to identify high-intent prospects and improve lead qualityBest practices for converting inquiries into client relationshipsWhere AI can enhance your marketing efforts—and where it cannot replace human connectionHow much successful firms are investing in marketing and what metrics actually matterWhy organic growth has become one of the most important drivers of firm valuationAttendees will leave with a clear action plan, practical tools they can implement immediately, and a framework for building a marketing engine that compounds results over time. If you're looking to grow your firm, strengthen your brand, and attract more of your ideal clients, this webinar is for you.

Discover multi-year tax planning strategies, Roth conversion opportunities, and techniques to reduce federal, state, and local tax liabilities.

Learn practical approaches to strengthening estate plans, protecting assets, transferring wealth efficiently, and avoiding costly planning mistakes.

Gain insights into emerging Social Security issues and lesser-known claiming strategies that can improve client outcomes.

For affluent families, life insurance can be the cornerstone of an effective estate plan—providing liquidity, protecting heirs, and supporting charitable intent. This session explores how life insurance can fund estate taxes, equalize inheritances, and build multigenerational wealth within a fiduciary, tax-efficient structure.Advisors will gain clarity on when to use life insurance versus other funding mechanisms and how trust-based ownership structures—such as ILITs, SLATs, charitable trusts, GRATs, and dynasty trusts—can maximize estate and income tax advantages while maintaining control and flexibility.Learning ObjectivesEvaluate when life insurance offers the most efficient solution for estate liquidity and wealth transfer.Identify opportunities to integrate life insurance within ILITs, SLATs, charitable trusts, GRATs, QPRTs, and dynasty trusts to protect assets and manage tax exposure.ILIT vs. AMLITAnalyze ownership, premium funding, and beneficiary structures to minimize estate inclusionUnderstand coordination of insurance with gifting strategies, Crummey notices, and trust administration.Collaborate with attorneys, CPAs, and estate planners to execute compliant, client-first strategies.Practical Takeaways:How to pair insurance with charitable and family trusts for flexible, tax-smart legacy plans.Estate planning case studies showing how trust design and policy type impact long-term wealth preservation.Checklists for ownership review, gift tax documentation, and policy oversight within trusts.CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Financial advisors and tax professionals routinely help clients establish trusts to protect wealth, avoid probate, reduce taxes, preserve privacy, and create a lasting family legacy. But what happens after assets are transferred into a trust? Many professionals are surprised to learn that moving assets into a trust can create new insurance and liability exposures that are often overlooked during the planning process. Homes, investment properties, vehicles, collectibles, watercraft, and other assets may no longer be properly insured once ownership changes. Trustees may face personal liability. Beneficiaries can encounter unexpected coverage gaps. And in some cases, theft, fraud, or fiduciary misconduct can threaten the very assets the trust was designed to protect.Join insurance expert Aryn Johnson for an eye-opening webinar that explores the intersection of estate planning and risk management.During this session, you'll learn:✓ Why trust-owned assets often require changes to existing insurance policies✓ Common insurance gaps involving homes, vehicles, valuables, and umbrella liability coverage✓ How trustee liability can create significant personal financial exposure✓ Why theft, fraud, forgery, and trustee misconduct are growing concerns for affluent families✓ The role crime insurance can play in protecting trust assets✓ Important considerations surrounding trustee liability insurance✓ Real-world examples of trust disputes, trustee theft, and fiduciary litigation✓ Practical questions every advisor should ask clients who own assets in trust✓ How to identify potential risks before they become costly claims

The financial services profession has the power to transform lives, but who is helping ensure the next generation of advisors has the support needed to enter and thrive in our industry?Join Victoria O'Tool, Executive Director of the FinServ Foundation, for an inside look at the nonprofit dedicated to expanding access to careers in financial planning and wealth management for college students across the United States.In this webinar, Victoria will share the Foundation’s story, mission, and impact over the past seven years, highlighting how its free two-year fellowship program is helping students build meaningful careers in financial services.She will also discuss the Foundation’s growing influence on students, universities, employers, and the broader industry, as well as the many ways firms, advisors, educators, and industry partners can get involved through mentorship, sponsorship, and other initiatives that support the next generation of financial professionals.Whether you're looking to give back, strengthen your firm's talent pipeline, or learn more about one of the industry's leading nonprofit organizations, this session will provide practical insights and meaningful ways to make a lasting impact.
What You'll LearnThe history, mission, and vision of the FinServ Foundation
How the Foundation's fellowship program is helping cultivate the next generation of financial planning and wealth management professionals
The impact of scholarships, university partnerships, mentorship, conference access, and career development initiatives
Ways advisors, firms, educators, and industry professionals can support and get involved in the Foundation's work
Why investing in future talent benefits advisors, firms, clients, and the profession as a whole

Nonprofit capital campaigns demand a compelling narrative and a thoughtful communications strategy that inspires donors, engages stakeholders, and safeguards organizational trust. In this webinar, Cass Bailey, CEO of Slice Communications, and Rick Peck, CFP®, CAP®, ChFC®, philanthropy advisor and founder of The Philanthropy Guy®, explore how nonprofit leaders can build momentum for major fundraising initiatives through strategic storytelling and stakeholder engagement. Attendees will learn how to develop a strong case for support, tailor messaging to key audiences, and navigate communications challenges that can arise during capital campaigns. Financial advisors, philanthropic consultants, and nonprofit professionals will gain practical insights to help organizations strengthen donor confidence and achieve fundraising success.Agenda:Building a compelling campaign narrative that inspires actionTailoring communications for donors, board members, media, and community stakeholdersCapital Campaigns Readiness Checklist

Many clients spend years faithfully paying insurance premiums without ever stopping to ask a simple question: “Does this coverage still fit my life?”The answer may surprise them. In a recent real-world example, a family saved more than $2,000 annually simply by conducting a comprehensive review of their insurance policies. Yet the greatest risk isn’t overpaying—it’s discovering after a claim that critical coverage gaps exist. (Source: NerdWallet)Join insurance expert Aryn Johnson for an eye-opening webinar that will help financial advisors understand why an annual insurance review should be a key part of every client’s financial planning process.During this session, you’ll learn:• Why insurance should never be treated as a “set it and forget it” purchase• The life changes that often trigger the need for coverage updates, including marriage, divorce, retirement, home renovations, business ownership, and growing family responsibilities• How outdated policies can leave clients exposed to significant financial risk• Common opportunities to reduce premiums through discounts, bundling strategies, deductible adjustments, and policy restructuring• Important coverage gaps that are frequently overlooked in home, auto, life, umbrella, and health insurance policies• Questions every advisor should encourage clients to ask during an annual insurance review• How advisors can identify insurance planning opportunities without selling insurance productsWhether your clients are concerned about rising premiums, protecting newly acquired assets, or ensuring their family’s financial security, this webinar will provide practical strategies to help them optimize coverage, reduce unnecessary costs, and strengthen their overall financial plan.A simple annual insurance checkup could save clients thousands of dollars—or prevent a costly mistake when they need protection most.

Self-employment tax has become one of the most aggressively examined issues in IRS audits — and recent court activity just made it even more complicated.In this timely and technical deep dive, CPA Larry Pon breaks down the rapidly evolving landscape surrounding self-employment tax for LLC members and S corporation owners — including the recent 5th Circuit case that vacated a Tax Court decision involving limited partners, and the pending case in the 1st Circuit that could further reshape the rules.If you advise business owners, this is not theoretical. This is an IRS audit priority.Why This Matters NowFor years, taxpayers have attempted to minimize SE tax exposure by: structuring LLC interests as “limited partner” positions; allocating income strategically and Paying minimal S corporation wages to reduce payroll taxThe IRS has responded aggressively — and the courts are now weighing in.With conflicting interpretations emerging across circuits, advisors must understand:What is still defensibleWhat is clearly audit baitAnd where the gray areas are narrowingWhat Larry Will CoverThe Limited Partner Exception — What It Really MeansThe statutory language of §1402(a)(13)How courts have interpreted “limited partner”Why the 5th Circuit vacated the Tax Court decisionWhat to watch in the 1st Circuit casePractical implications for multi-member LLCsIRS Audit Focus & Enforcement TrendsWhy SE tax is an enforcement priorityCommon audit triggersHow revenue agents are analyzing member participationS Corporations & Reasonable CompensationThe legal standard for reasonable compensationHow the IRS builds its caseData sources and valuation approachesCommon mistakes advisors makeStructuring compensation defensiblyPlanning Opportunities (and Landmines)When SE tax reduction strategies are supportableWhen they cross the lineDocumentation best practicesHow to advise clients in uncertain jurisdictions

Drawing on empirical research from the Donor-Advised Fund Research Collaborative (DAFRC)—including focus groups and survey responses from 669 financial advisors—this presentation delivers an in-depth analysis of how, when, and why wealth advisors incorporate Donor-Advised Funds (DAFs) into their practice. Led by Erinn Andrews (Founder and CEO of GiveTeam), one of the researchers and co-authors of the report and Danny Anderson, CFA, CFP®, CEPA, Partner at Longwise Wealth Partners, this session explores the primary drivers, perceived barriers, and behavioral habits that differentiate high-performing advisors in charitable planning.Attendees will examine key findings across client wealth tiers, learn how personal advisor characteristics (such as personal DAF usage and personal fulfillment) directly impact recommendation rates, and identify actionable strategies to bridge the charitable engagement gap.Learning Objectives:By the end of this presentation, participants will be able to:Identify Key Drivers and Vehicle Benefits of DAFs: Analyze the technical, strategic, and personal motivations—ranging from tax efficiency and complex asset donations to client values and relationship-building—that lead advisors and high-net-worth clients to select DAFs over other giving vehicles.Recognize and Overcome Common DAF Barriers: Recognize and address top client concerns with DAFs—such as the irrevocable nature of gifts, rule complexity, and grantmaking restrictions.Benchmark Advisor Practice Behaviors: Evaluate personal practice habits against survey benchmarks—including personal DAF usage, fulfillment-driven advising, and peer mentorship—to accelerate proficiency in serving high-net-worth donors.