January 2024 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: Pathways to Growth
SPEAKER: Leah Ryan
About the presentation: In our Pathways to Growth: 2023 Advisor Benchmark Study, we surveyed more than 1,500 advisors to identify the behaviors and skills that helped drive double the growth at select practices. These higher impact activities fall into three categories advisors can look to as they seek to grow. Together we’ll learn more about the survey findings and identify potential areas of optimization for your practice.
About the Speaker: Leah Ryan is an Advisor Practice Management Consultant at Capital Group, home of the American Funds. In her role she teaches, coaches and provides practice management consulting expertise to top financial advisors. Leah joined Capital Group in 2021. Leah is a seasoned financial services professional with more than 25 years of experience in investing and insurance. She holds a BBA in International Business from the Terry College of Business at the University of Georgia.
TOPIC #2: Anatomy Of A Recession
SPEAKER: Corey Hardie
About the presentation: ClearBridge Investments, a specialist investment manager of Franklin Templeton, designed the Anatomy of a Recession (AOR) program to deliver thoughtful perspective on the state of the US economy with concise, practical views updated every month. Our exclusive recession risk and recovery dashboards provide the statistical foundation of our perspective.
About the Speaker: Corey Hardie is a Director, Client Portfolio Manager at ClearBridge Investments. Corey joined ClearBridge in 2014 and has over a decade of industry experience. As a Client Portfolio Manager, 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. He received a BS in Business Administration from the Gabelli School of Business at Fordham University, with a concentration in Finance.
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 01/16/24 and walk-in reservations will be accepted on a space-available basis only. In person 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 01/16/24 to avoid a no-show reservation billing of $10.00.
About the Speaker: Maxwell A. Trubiano is an Attorney with Cavitch Familo & Durkin. He practices in the Estate Planning Practice group. He advises individuals, families and businesses on estate planning, succession planning, estate and trust administration, and general business matters. Prior to joining Cavitch, Max graduated from the Cleveland-Marshall College of Law where he earned his Juris Doctor. While in law school, Max externed with the Cuyahoga County Probate Court. Max attended Miami University where he graduated from the Farmer School of Business receiving a degree in Accountancy with a focus in Business Legal Studies. Max is a native Clevelander and currently resides Downtown. He loves to experience all that Cleveland has to offer. His favorites include exploring the local food, art, and entertainment scene, and of course, cheering on the Browns, Cavs, and Guardians.
About the Speaker: Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’s founding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.Tom has over 25 years of transactional experience including an active and dynamic role in a family business. He has been honored nationally by Global M&A Networks Atlas awards as the 2018 Boutique Investment Banker of the Year, 2022 Boutique Investment Bank of the year, a Smart 50 leadership award winner by Smart Business, and Cleveland Crains top 500 Most Influential Leaders in Cleveland. Tom is an active civic leader and participates on several for profit and not-for-profit boards.
About the speaker: Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. Andrew regularly presents economic commentary to financial professionals, CFA Societies, and Financial Planning Association (FPA) chapters across the United States. Andrew also provides research and analysis to Chief Economist Brian Wesbury, Chief Market Strategist Bob Carey, and First Trust CEO Jim Bowen. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients. Andrew received an MBA from Northwestern University’s Kellogg Graduate School of Management and a BA in Business and Economics from Hope College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.
About the speaker: Michelle Hirsch is the Sr. Vice President and third generation family business owner of Brunswick Private Client. Michelle attended Penn State University for her undergraduate degree and obtained her MBA from Case Western University. She also earned the industry’s highly regarded designation of CAPI (Certified Advisor in Personal Insurance) through the Wharton School of Business and Chubb Insurance. Her 18+ years of experience have given her a deep understanding about the potential risks, exposures and complexities that are unique to today’s affluent and those in the public eye. Her insights, solutions and partnership has helped countless clients better understand and protect their personal risk.
About the presentation: Chris will provide an investment framework from our Capital Market Strategies team and implications from investment market attributes. We monitor four critical building blocks as we think about our outlook and the specific rationale for our research. We will provide insight with an empirical perspective that assists our capital market professionals. This “Active Insights” research will examine scenarios that we believe will most likely play out and the most sensible approach for financial success.
About the presentation: In today’s challenging environment, Financial Advisors are increasingly marketing not only to clients, but also to professional intermediaries who serve as gatekeepers to wealthy families. To accommodate this shift, Financial Advisors must change their messaging from one that is valuable to one that is referable. The Professional Referral Method offers four specific strategies for executing a messaging process to this new market. This program provides instructions for creating warm introductions to professionals, then teaches how to develop a referable message, structure a presentation for an intermediary, and close a meeting for an action.
About the presentation: The current tax environment is one of the most unique we have seen in American history. Within recent years there have been numerous legislative packages that have shaped the tax regime we are currently under. The decisions of those preparing for and already in retirement have been impacted in a major way. In this presentation we will discuss both the tax issues to avoid and the opportunities that financial professionals may want to discuss with clients and prospects.
About the presentation: This presentation will explore the changing investment landscape and challenges faced by the traditional asset allocation process (“Is long only, 60/40 dead?”). We will also introduce methods for adapting portfolios in the changing world, including “do’s and don’ts” when adding low correlating assets to model portfolios.
About the presentation: This presentation will cover STRS Ohio demographic information, pension eligibility and a health care update.