Brought to you by the Applied Behavioral Economics Knowledge Circle: Behavioral finance is often discussed either from an academic lens or through the client-facing experiences of working professionals. What’s missing are more opportunities for academia and firms to collaborate in exploring these unique perspectives. By bridging this gap, research becomes more actionable, practice becomes more evidence-based, and innovation in serving clients accelerates.

Michael G. Thomas, Jr. Ph.D., AFC®, Lecturer in Financial Planning, Housing and Consumer Economics

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 September Larry will be joined by Mark Brownstein and they will be discussing Medicare.

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

Mark Brownstein, Director of Medicare

Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable."

 As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?

Charles Sherry, M.Sc., Principal

Learn about benefits that support independence like Section 8, housing options, and creating housing solutions that meet the unique needs of your Loved One.

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.

Pam Blanton, Founder and CEO

Join us for a dynamic online forum featuring Charlie Ripley from Allianz Investment Management LLC.

Charlie will share expert insights into today’s market and economic landscape—diving into the latest Federal Reserve decisions, interest rate trends, credit market dynamics, and key economic indicators that shape our financial world.

Whether you're looking to stay ahead of the curve or simply sharpen your market perspective, this session is packed with valuable takeaways.

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.

Please note that Allianz Investment Management LLC is a registered investment adviser and a wholly owned subsidiary of Allianz Life Company of North America.

Allianz Investment Management LLC and Allianz Life Insurance Company of North America are not affiliated with FPA.

Charlie Ripley, Vice President, Portfolio Management & Trading

Ben Bergherr, CFP®, CIMA®, CRPC®, RICP®, ABFP®, North-Central District Director

Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

Amy Mullen, CFP®, President