January 2025 Education Meeting

FREE TO FPA MEMBERS ($65 for non-members)

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TOPIC #1: Navigating the 2025 Tax Landscape: Planning for the TCJA Sunset
SPEAKER: Adam Clare, CPA, CFP® 

About the presentation: This presentation will provide a comprehensive overview of the key provisions of the Tax Cuts and Jobs Act (TCJA) set to expire at the end of 2025. We will explore the potential impact of these expiring tax changes and review strategies to optimize your clients’ tax positions. Additionally, we will discuss potential legislative developments and best practices for navigating the evolving tax environment.

About the speaker: Adam is a Supervisor at Clearstead with over five years of experience in wealth management. He specializes in tax compliance and planning for high-net-worth families. Adam earned his BA in accounting from Lake Erie College and holds both the CPA and CFP® designations.

TOPIC #2: Capital Markets Outlook
SPEAKER: Richard A. Brink, CFA

About the presentation: Although the pandemic has grown increasingly distant in the rearview mirror, many of its economic ramifications have lasted well into 2024. As we look ahead toward 2025, we expect the US economy to shake off the lingering effects of the pandemic and officially start a new chapter. This chapter will notably include lower rates and a new president in the White House. However, with change typically comes a degree of discomfort and uncertainty. Fortunately, a strong foundation has afforded the Fed time and flexibility to ease the US economy into a soft landing.

About the Speaker: Richard A. Brink is a Senior Vice President and Market Strategist in the Client Group. Previously, he served as a managing director in the Alternatives and Multi-Asset Group. Prior to that role, Brink was a senior portfolio manager in Fixed Income, and before that an investment director for fixed-income investments within the Global Retail Investments Group. Before joining AB in 2004, he was senior product manager at the Dreyfus Corporation, covering both retail and institutional fixed-income offerings. Brink was previously a senior trainer, dealing primarily with the design and delivery of product training to financial advisors and mutual fund sales representatives. He holds a BS in applied mathematics and economics from Stony Brook University, and is a CFA charter holder.

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 01/15/25 and walk-in reservations will be accepted on a space-available basis only. In person meeting cost is free for FPA members and $65 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 01/15/25 to avoid a no-show reservation billing of $10.00.