Joint Social 2025
Save the date – additional details coming soon!
Archives
Winter Networking Social
Network and socialize with your fellow FPA NEO members!
Free to FPA Members
Guests $15
Includes drinks and light appetizers
May 2025 Education Meeting
Additional details coming soon!
April 2025 Education Meeting
Additional details coming soon!
March 2025 Education Meeting
Additional details coming soon!
February 2025 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: Medicaid and VA Update: What You Should Know to Assist Your Clients
SPEAKER: Allison M. McMeechan, Esq.
About the presentation: This program will focus on the various planning opportunities available to elderly clients and their loved ones. However, in order to better grasp such planning, it is first important to understand the various benefit programs that may be accessed to assist your clients. This program will the various benefit programs available (Medicaid, VA, Medicare, SSI and SSFI), the rules related to each benefit program, and the planning opportunities that may be available.
About the speaker: Allison focuses her practice on elder and special needs law, including estate and long- term care planning, estate and trust administration, probate and guardianships. She serves as the Chair of both Reminger’s Elder Law and Special Needs Planning practice group and Estate and Trust Administration Practice Group. Allison is an Accredited Attorney with the U.S. Department of Veterans Affairs. She is a Certified Elder Law Attorney through the National Elder Law Foundation (CELA) and a Certified Elder Law Specialist through the Ohio State Bar Association. She is a member of the National Academy of Elder Law Attorneys National and Ohio Chapters and the Ohio State Bar Association’s Estate, Trust & Probate Law Section, and Elder & Special Needs Law Committee. Allison serves as a member of Julie Billiart Schools’ Advancement Committee and the Board of Directors of Milestones Autism Resources.
TOPIC #2: Insurance Update
SPEAKER: Michelle Hirsch
Additional information on this program coming soon!
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 02/19/25 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 02/19/25 to avoid a no-show reservation billing of $10.00.
January 2025 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
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.
Fall Networking Social 2024
Network and socialize with your fellow FPA NEO members!
Free to FPA Members
Guests $15
Includes drinks and light appetizers
Virtual Ethics: CFP Ethics: A Practical Application of CFP Board’s Code and Standards
Members: Complimentary (Check your email for Discount Code or email admin@fpa-neo.org)
Nonmembers: $42.50
About the Session…
This course fulfills the requirement for CFP Board Ethics CE covering the following information:
- Recognize when a CFP® Professional is providing financial advice.
- Apply the Fiduciary Duty.
- Describe when financial advice requires financial planning and the additional obligations that apply.
- Identify duties when using or referring other service providers or technologies.
- Describe the process CFP Board follows to uphold the Code and Standards.
- Determine what information must be provided to the client and when to document the exchange of information.
About the speaker….
Dan Candura, CFP BOARD EMERITUS™ is the founder of Candura Group, LLC and provides ethics training across the United States, Canada, Europe and Australia through in-person courses and webinars. As President of PennyTree Advisers LLC, until September 2019, Dan provided financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and was CFP® Ambassador for the Boston area. He now lives on Cape Cod.
Dan appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, and quoted in numerous publications. He wrote a monthly column for Investment News concerning ethical issues for advisors. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. and is a past Chair of the Board of Professional Review. He is a member of the Financial Planning Association and a retired member of NAPFA.
Attn Members: You must use the Discount Code emailed separately to you to register for free.