To view any materials from recent education meetings click on the links below:

November 21, 2024

DAFs and the Charitable Giving Landscape
Presented by: Katie Collin and Ginger Mlakar
PowerPoint

May 16, 2024

2024: Coming Back to Reality
Presented by: Strider Elass
PowerPoint

Washington Update:  Election Year + Tax and Estate Planning = Hopes, Fears and Existential Dread
Presented by: Matthew F. Kadish
PowerPoint

April 18, 2024

Property & Casualty Insurance Industry Update
Presented by: Michelle Hirsch
PowerPoint

Diversification: New Rules?
Presented by: Kris Jaenicke
PowerPoint

March 21, 2024

12 IRA Mistakes: Help Clients Avoid Common and Costly IRA Pitfalls
Presented by: Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CASL®, CRPC®
PowerPoint

Diversity, Equity, and Inclusion: Creating a more welcoming environment for people with less privileged identities
Presented by: Travis Walker
PowerPoint

February 15, 2024

Update on Ohio’s 529 – CollegeAdvantage
Presented by: Trisha Good and Judith K. Cunningham
PowerPoint

Behavioral Finance: Client Engagement Strategies for Volatile Markets
Presented by: Mike Biondo
PowerPoint

January 18, 2024

Pathways to Growth
Presented by: Leah Ryan
PowerPoint

Anatomy Of A Recession
Presented by: Corey Hardie
PowerPoint

November 9, 2024

Guiding Owners Through Transition
Presented by: Tom Zucker
PowerPoint

May 18, 2023

Putnam’s Active Insights
Presented by: Christian J. Galipeau
PowerPoint
Handout

The Professional Referral Method: Becoming the Trusted Advisor
Presented by: Scott M. Tatum, CIMA, CFP®
PowerPoint

April 20, 2023

Strategies for the Current Tax Landscape
Presented by: Dave Vogel
PowerPoint

Driving Better Portfolio Outcomes with Low-Correlation Strategies
Presented by: Kris Jaenicke
PowerPoint

March 16, 2023

STRS Ohio Pension Benefits and Health Care
Presented by: Tamla Cole
PowerPoint

February 16, 2023

P&C Updates: Inflation and the Future of Florida
Presented by: Michelle L. Hirsh
PowerPoint

2023 Social Security Updates
Presented by: Brandon Smith
Handouts available:

If you would like copy of the presentation, please reach out directly to Brandon Smith: Brandon.Smith@ssa.gov.

January 19, 2023

Secure Act 2.0
Presented by: Eric Endress, CFA, AIF®
PowerPoint

2023 Outlook: Long Term Perspective on Markets and Economies
Presented by: Jeff Malbasa
Outlook: Please click here for the detailed/expanded look at our outlook
Fixed Income Deep Dive: Please click here for the updated outlook and here for our perspectives that was just released this week

March 17, 2022

What Lenders Look for When Underwriting Personal Credit
Presented by: Joseph F. Fragapane
PowerPoint

Your Niche Is Awaiting – Wealth at Work
Presented by: Patrick Clunan
PowerPoint

February 24, 2022

Estate Planning Concepts and Considerations
Presented by: Joel D. Cavanaugh
PowerPoint

Creative Options for Successful Long Term Care Insurance Planning
Presented by: David J. Seiger
PowerPoint

January 20, 2022

Hot Topics for 2022
Presented by: Scott Swain
2021 Events

Risks and Opportunities in the Post-COVID Economy
Presented by Brandon Zureick, CFA
PowerPoint

September 21, 2021 Symposium

Kitces Research on What Makes Financial Planning More Efficient and
Tax Efficient Withdrawal Strategies in Retirement presented by Michael Kitces
Presentation Materials

Biden’s Tax Plan… What If? presented by Leon LaBrecque
PowerPoint

Updates to Saving with Ohio’s 529 presented by Tim Gorrell, College Advantage
PowerPoint coming soon!

Real-life, Strategic Charitable Planning Techniques presented by Terri Bradford Eason, MBA and Dave Stokley, JD, Cleveland Foundation
PowerPoint

The Impact of Providing HNW Personal Risk Management presented by Michelle Hirsch, Brunswick Companies
PowerPoint

May 20, 2021: FAFSA Changes that WILL Impact Your Clients (Webinar)
Presented by: Cozy Wittman
View Recording

April 22, 2021: Beneficiary and wealth transfer planning after the SECURE Act (Webinar)
Presented by: Steve Hamilton, J.D., CLU, ChFC
View Recording
PowerPoint

March 18, 2021: Trust Planning in a High Exemption Environment (Webinar)
Presented by: Nolan James
View Recording
PowerPoint

March 4, 2021: Actionable Strategies for Maneuvering through Volatility (Webinar)
Presented by: Ross Frankenfield, CFA®
View Recording
PowerPoint

February 18, 2021: Attracting The Next Generation of Financial Planning Clients Using Student Loan Planning (Webinar)
Presented by: Ryan Galiotto, MBA, CFP®
View Recording
PowerPoint

February 4, 2021:Planning for Care (Webinar)
Presented by: Sarah Parran, MSSA, LISW-S, CMC
View Recording
PowerPoint

January 21, 2021: Anatomy of a Recession: What to Look for and Where We’re Headed (Webinar)
Presented by: Corey Hardie
View Recording
SHORT PowerPoint
LONG PowerPoint

January 7, 2021: Tax Update: Hot Topics for 2021 (Webinar)
Presented by: Scott J. Swain, CPA, CFA, CFP®
View Recording
PowerPoint

Virtual Symposium Series 2020 (Webinars)

October 29, 2021: Keep Calm and Carry On
Presented by: Strider Elass
View Recording
PowerPoint

October 15, 2021: 8,000 Days ─ An Entire Phase of Your Life Waiting To Be Invented
Presented by: John Diehl, CFP®, CLU®, ChFC®
View Recording
PowerPoint

October 8, 2021: Thoughtful Approaches to Fund/Manager Research
Presented by: Jeffery Markarian
View Recording
PowerPoint

October 1, 2020: Partners in Planning: Are Your Clients Prepared?
Presented by: Shawn Britt, CLU®, CLTC®
View Recording
PowerPoint

May 28, 2020 (Webinar)

The Future of Work
Presented by: Christopher C. Cavanagh, CIMA
View Recording
PowerPoint
Supplemental 1 – The Future of Work
Supplemental 2 – Quantifying Vanguard Advisor’s Alpha
Supplemental 3 – Idea Multiplier-An acceleration in innovation is coming

May 21, 2020 (Webinar)

Advanced Annuity Planning
Presented by: Mike Del Prince, CFP®, CLU®
View Recording
PowerPoint
Supplemental – IRS Publication 575 Pension and Annuity Income

February 20, 2020

Property & Casualty Insurance for the Aging
Presented by: Michelle Hirsch
PowerPoint

Be Prepared, Be Empowered: Key questions women should be asking to navigate their financial futures
Presented by: Leslie Geller
PowerPoint

January 16, 2020

Anatomy of a Recession: What to Look for and Where We’re Headed
Presented by: Corey Hardie
PowerPoint

The SECURE Act: Massive Changes to Qualified Plans and IRAs
Presented by: Leon LaBrecque, JD, CPA, CFP®, CFA
PowerPoint

November 19, 2019

Case Studies in Donor Advised Funds
Presented by: Terri Bradford Eason, MBA and David Stokley, JD
PowerPoint

Socially Responsible Investing at the Cleveland Foundation
Presented by: Anthony Gattuso, CAIA
PowerPoint

October 24, 2019 – Fall Symposium

The Minds and Habits of Millionaires
Presented by: Steve Benjamin, CEBS, CRPC
PowerPoint

Guide to the Markets
Presented by: David Lebovitz
PowerPoint

Advanced Roth Conversion Strateigies
Five Industry Trends Reshaping Financial Advice
Presented by: Michael Kitces
Presentations/Handouts: www.kitces.com/FPANEO19

Integrating Home Equity into Retirement Strategies
Presented by: Hank Sanders
PowerPoint

How an Advisor Adds Value through Behavioral Coaching
Presented by: Chris Cavanaugh
PowerPoint

October 1, 2019 – NexGen Event

Introduction to Student Loans for Financial Advisors 
Presented by: Rebecca Maurer, Esq.
PowerPoint

September 19, 2019

The 411 on Ohio’s 529
Presented by: Tim Gorrell

Videos provided by CollegeAdvantage:
https://www.youtube.com/watch?v=J7KB4Fq0tEU
https://www.youtube.com/watch?v=Ael4pGIJCBo

Medicare 101
Presented by: Sarah Florimonte
PowerPoint

May 16, 2019

Exploring the Major Changes Impacting Retirement Decisions for Public Employees in Ohio
Presented by: Anthony R. Podojil, Ph.D.
PowerPoint

Social Security Basics for Public Employees
Presented by: Brandon P. Smith
PowerPoint

April 18, 2019

Navigating Annuities: 2019
Presented by: Jerry C. Thomas, CFP®
Presentation

Traditional VA vs. IOVA: An In-Depth Analysis
Presented by: Mike Del Prince, CFP®, CLU®
PowerPoint

March 21, 2019

Seeing How We Think: Insights for Building Strong Connections
Presented by: Kate Livingston
PowerPoint

From Portfolios to People: The Evolution of Vanguard Advisor’s Alpha®
Presented by: Ryan Donohue
PowerPoint

February 21, 2019

Your Client is Named an Executor, Now What?
Presented by: Nolan James, Jr., Esq.
PowerPoint

What Every Financial & Insurance Professional Should Know about Divorce
Presented by: Jennifer M. Himmelein, Esq.
PowerPoint

January 17, 2019

Anatomy of a Recession: What to Look for and Where We’re Headed
Presented by: Corey Hardie
PowerPoint

November 15, 2018 – Special joint event with FPA Northeast Ohio and EPC Cleveland

Updates from the Cleveland Foundation on Digital Innovation, Family Philanthropy and Charitable Giving
Presented by: Joshua Edmonds and Brenda Cummins
Powerpoint – All Slides

October 18, 2018 – Symposium

Everything You Ever Wanted to Know About Lifetime RMDs… And More
Estate Planning in the Modern Age
Presented by: Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Presentations/Handouts: www.kitces.com/FPANEO18

Life Satisfaction in Retirement
Presented by: Michael Finke, Ph.D., CFP®
PowerPoint

Investing, Your Brain and Behavioral Finance
Presented by: Steve Benjamin, CEBS, CRPC
PowerPoint

An Inside Scoop to Business Insurance
Presented by: Michelle L. Hirsch
PowerPoint

May 17. 2018

Avoiding Common Annuity Mistakes
Presented by: Steve Hamilton, JD, CLU, ChFC
PowerPoint

Investment Themes 2018: Synchronized Global Economic Expansion vs. Global Macro Risks
Presented by: Lindsey Clifford
PowerPoint

April 19, 2018

5 Key Items in Estate Planning for Same Sex Couples
Presented by: Jennifer E. Peck, Esq.
Outline

March 15, 2018

Social Security: Spouses, Widows, and Divorcées – Everything You Didn’t Know to Ask
Presented by: Collette Fidrych
PowerPoint

Expanded Thinking on Portfolio Construction
Presented by: Mario DiVito
PowerPoint

February 15, 2018

Small Business Retirement Plans: Maximizing Contributions
Presented by: Jeanne V. Gordon
PowerPoint

Property and Casualty Insurance
Presented by: Michelle Hirsch
PowerPoint

Review of Business Insurance concerning Buy-Sell, Key Man, and 162 Bonus
Presented by: Jerry C. Thomas
PowerPoint – coming soon

January 18, 2018

What Every Financial Advisor Should Now About the Impact of the New Tax Law on Individual and Business Planning
Presented by: Michael L. Solomon, Esq., LL.M.
Outline
Examples

May 18, 2017

EMPOWER the Millennial Investor
Presented by: Sean Lally
PowerPoint

Helping Families Minimize the Cost of College
Presented by: Darren Rose
PowerPoint

April 20, 2017

Family Business Succession Planning
Presented by: James G. Dickinson
Handout
PowerPoint

Business and Legal Considerations in Succession and Continuity Planning
Presented by: Scott Matasar
PowerPoint

March 16, 2017

Advanced IRA Business Building: Opportunities and Strategies in the Retirement Marketplace
Presented by: Brian Dobbis, QKA, QPA, QPFC, TGPC
PowerPoint

So You’re a Retirement Plan Fiduciary… Now What?
Presented by: Ali Khodadad, CFA®, CFP®, ChFC®, CLU®
PowerPoint

February 16, 2017

Is the Cloud Finally Lifting? Planning for and Administering Digital Assets under the Ohio Fiduciary Access to Digital Assets Act
Presented by: David M. Lenz, Atty., OSBA
PowerPoint
Handout

Estate Planning During the Trump Presidency: Bonanza or Bust?
Presented by Patrick J. Saccogna, JD, LL.M., CPA, AEP®
Handout

January 19, 2017

2017 Tax Update
Presented by: Scott Swartz, JD, LL.M., AEP®
Handout

The Anatomy of a Recession: What to Look for and Where We Are Headed
Presented by: Jeffrey Schulze, CFA
PowerPoint