Brought to you by the Neurodivergent Planners Knowledge Circle: Have you ever spent your day busy doing valuable tasks but still found that you didn't make progress on the one thing you promised yourself you'd do? Me too! As financial planners, firm owners, and small business people there are MANY valuable and worthy tasks that help your clients, help you, and give you the satisfaction of completion. BUT, these are often not the tasks that matter most for changing lives including your own, and the hours and days, weeks and years can easily pass by. I'll share what I have learned that has helped me do what matters more consistently. 

Aubrey Williams,

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 July, Larry will be joined by guest Nik Brodisky and they will be discussing self-directed IRAs

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

Join us on July 22 at 3:00 p.m. ET for an engaging webinar that delves into the FPA Competency Model. FPA Membership Director Destre Downing and Hannah Moore, CFP®, founder of Guiding Wealth and Amplified Planning, will explore the why behind this groundbreaking initiative, what it entails, and how it can enhance your professional development. You’ll discover how this comprehensive, behavior-based framework goes beyond technical knowledge to focus on essential skills like communication, critical thinking, and leadership, all designed to elevate your success as a financial planner.

Hannah Moore, CFP®, Owner

Destre Downing, Director, Member Engagement

Brought to you by the Special Needs Planning community: One of the keys to proper Disability & Special Needs Planning is to help a family take advantage of every possible public benefit, while working to build independence from them. Many of our loved ones will outlive us. When they do, we must leave sufficient funds in the right vehicles to support their remaining life. The only way to know how much to leave behind, is to first understand what they can expect to receive--often in the form of SSI or SSDI. 

In this discussion, we will focus on crucial social security strategies to maximize benefits to disability families. 

Tanner Withers, Founder/Advisor