January 2020 Education Meeting

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TOPIC #1: Anatomy of a Recession: What to Look for and Where We’re Headed

SPEAKER: Corey Hardie

About the Program: The longest bull market in history continues — yet increased volatility has led some investors to wonder when and how that might change. How close could we be to the next recession? What factors are most important to watch in the months ahead? ClearBridge Investments’ exclusive Recession Risk Dashboard offers valuable answers, tracking key data along four vital economic fault lines. Discover how the Dashboard works and how it can help you and your clients stay prepared for future downturns in Anatomy of a Recession.

About the Speaker: Corey Hardie is a Portfolio Specialist at ClearBridge. Corey joined ClearBridge in 2014 and has eight years of investment industry experience. As an investment specialist, Corey provides capital markets and economic analysis, as well as portfolio construction and fundamental equity research insights, to audiences ranging from broker/dealers, financial advisors, institutional clients and investment consultants. Prior to joining ClearBridge, he was Client Service Specialist at Atalanta Sosnoff Capital. He received a BS in Business Administration from the Gabelli School of Business at Fordham University, with a concentration in Finance.

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TOPIC #2: HINDsight 2020

SPEAKER: Leon LaBrecque, JD, CPA, CFP®, CFA

About the Program: As the calendar turns, we’ll enter a new year and a brand new decade. Historically, these ten-year windows have brought significant shifts across our economic and cultural landscape. We’ll look at the potential impact of the 2020 election, proposed legislation (SECURE and tax law changes), and advances in technology and the ways they might change the financial and estate planning landscape. Learn why planning will not only remain important, but become more critical in the decade to come. Our goal will be finding clarity and implementing strategies to help clients move toward their goals.

About the Speaker: Leon LaBrecque has invested more than thirty years in pursuit of one goal, enriching the lives of everyday people by helping them understand their financial lives. As an attorney, CPA, a CFP® and a CFA, he is passionate about making the complex world of financial planning, investing, retirement planning and taxation simpler and more accessible. After growing up in Hazel Park, Michigan, graduating magna cum laude from University of Detroit Mercy with degrees in accounting and law, Leon has devoted his life to advancing financial literacy. He has spent countless hours serving his community as a speaker, an author and champion for causes like the Hazel Park Promise Zone. He’s authored multiple books sharing ideas for retirement planning and financial literacy. He’s been featured in media outlets like InvestmentNews, CNBC, USA Today, and Forbes. Leon is more than a talking head, he’s a leading voice drawing attention to the benefits of financial literacy and comprehensive planning. As the Chief Growth Officer of Sequoia Financial Group, he serves a team of experienced advisors, assisting them in their pursuit of providing unparalleled excellence in client service and financial planning. When he’s not helping his clients prepare for a thriving retirement, he enjoys spending time with his wife and children, hunting and fishing in Michigan’s beautiful outdoors, and relaxing through yoga and poetry.

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Continuing Education – FPA NEO will request credit for these programs, which will total two hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy – All attendees are encouraged to register in advance before noon 01/15/20 and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is free for FPA members and $60 for non-members.  If you reserve and are unable to attend, please call the office or email admin@fpa-neo.org to cancel by noon 01/15/20 to avoid a no-show reservation billing of $10.00.