2024 Summer Webinar 1 – Major Changes to the College Process in 2024
You will receive Zoom information 24 hours before program.
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FPA National Annual Conference
The FPA National Annual Conference will be in Columbus, OH in 2024! Don’t miss the opportunity to attend!
Additional information available here.
May 2024 Education Program
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: 2024: Coming Back to Reality
SPEAKER: Strider Elass
About the presentation: One word that sums up the last few years would be “unprecedented”. The longest economic recovery on record came to an abrupt close in early 2020as fear of COVID-19 led to mandated shutdowns that wrought havoc on the U.S. economy. What followed was the steepest, shortest recession in history, leading to extraordinary fiscal and monetary interventions that created an economy on steroids. Are the tides turning? Has the stimulus worn off? Is inflation in the rearview mirror? Strider will help put the current state of affairs in perspective and also show why the next 10 years could be some of the best ever.
About the speaker: Strider is Senior Economist and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade plus. At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Strider’s contribution to the team’s success goes beyond his research responsibilities. He is also a highly sought-after speaker and regularly presents at broker and retail events across the country and abroad, sharing his expertise with a wide audience.
TOPIC #2: Washington Update: Election Year + Tax and Estate Planning = Hopes, Fears and Existential Dread
SPEAKER: Matthew F. Kadish
About the presentation: We will cover recent and possible 2024 legislation, the political landscape leading into the November elections, and how the election results may affect legislation in lame duck and 2025.
About the Speaker: Matt’s practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and offshore voluntary disclosures, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt has spoken nationally on various tax and estate planning related topics. He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC). Chambers has rated Matt in “Band 1” for High Net Worth, Private Wealth (2019-date). Best Lawyers in America named him Cleveland Tax Law “Lawyer of the Year” for Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017, and 2022-2024), and Trusts and Estates (2018). Ohio Super Lawyers ranks Matt in the Top 100 Lawyers in Ohio and Top 50 Lawyers in Cleveland. Since 2012, in his abundant free time, Matt has served as CEO of the Small Business Council of America (SBCA), the voice of privately-owned business in Washington, D.C. on income and estate tax, benefits and health care matters
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 05/15/24 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 05/15/24 to avoid a no-show reservation billing of $10.00.
April 2024 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: Property & Casualty Insurance Industry Update
SPEAKER: Michelle Hirsch
About the presentation: Home and auto insurance premiums are at an all-time high with non-renewals without a cause and no standard markets available in coastal states. The P&C industry is facing the hardest market in history. Amidst rising premiums, tighter underwriting standards, and shifting regulatory landscapes, this session will delve into the implications of these changes for advisors and their clients. No two carriers are the same and 70% of consumers have never had a formal review. This presentation is a must-attend for advisors looking to navigate the complexities of the P&C market and secure optimal outcomes for their clients in challenging times.
About the Speaker: Michelle Hirsch is the 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 20 years of experience have given her a deep understanding of the potential risks, exposures, and complexities unique to today’s affluent and those in the public eye. Her insights, solutions, and partnerships have helped countless clients better understand and protect their personal risk.
TOPIC #2: Diversification: New Rules?
SPEAKER: Kris Jaenicke
About the presentation: In the ever-changing landscape of financial markets, one principle has stood the test of time: Diversification. However, the traditional 60/40 mix can fall short if stocks and bonds move in lockstep, negating any diversification benefit. This presentation will explain how successful portfolio construction has evolved and the importance of correlation in creating an all-weather portfolio. We’ll discuss what you should expect from bonds going forward and how to build a sleeve that provides true diversification. In addition, we’ll examine the amount of time it takes, and the return required, to recover from market drawdowns, explore sequence of returns risk and introduce how institutions safeguard their portfolios from risk.
About the Speaker: Kris Jaenicke leads LoCorr Fund’s distribution in the firm’s eastern division and directs the team’s delivery of the LoCorr product suite to that region. Kris is instrumental to the firm’s positioning in the industry, and his expertise guides the company’s development of educational materials for advisors and investors. Focused exclusively on the distribution of alternative investments for more than two decades, Kris offers advisors expertise in the sector, as well as more than 35 years of experience in a sales capacity within financial services. He was previously a senior regional vice president for Dividend Capital (now Ares), Kemper-Scudder Investments (now DWS) and MFS Funds. Kris is an accomplished speaker and expert on low correlating strategies. He was awarded the Sequoia Lifetime Achievement Award in 2010, an award recognizing field sales professionals who have demonstrated a commitment of excellence in their careers. Kris holds a BA in Finance from the University of Iowa. He serves on the board of Hudson Community Chapel and is active in mission work. He is a Chartered Life Underwriter and a Chartered Mutual Fund Counselor. He holds the FINRA Series 6, 7, 24 and 63 licenses.
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 and one hour of OH Insurance (1st session). 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 04/17/24 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 04/17/24 to avoid a no-show reservation billing of $10.00.
March 2024 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: 12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls
SPEAKER: Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®
About the presentation: Help Your Clients Avoid Common and Costly IRA Pitfalls Nearly 40 percent of household financial wealth in the U.S are retirement assets, with IRAs accounting for the biggest share totaling $9 trillion. With nearly 10,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them. The course will cover mistakes regarding contributions, rollovers, Roth conversions, distributions, RMDs and beneficiary designations. Understanding the IRA rules and how to help clients avoid common and costly mistakes will help you become your clients’ IRA financial professional of choice.
About the Speaker: Steve Gilbert possesses a broad depth of experience that comes from over 25 years of service in the financial services industry. As part of Prudential’s Advanced Planning and Solutions team dedicated to the Annuities business, Steve works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning. Steve earned his B.S. from The Pennsylvania State University in Business Management. He has attained his CFP®, CLU®, ChFC®, CRPC® and RICP® designations. He is a member of the Financial Planning Association.
TOPIC #2: Diversity, Equity, and Inclusion: Creating a more welcoming environment for people with less privileged identities
SPEAKER: Travis Walker
About the presentation: Diversity alone does not increase an organizations effectiveness, however, research generally indicates that companies that lead on DEI strategies are likely to emerge stronger, bounce back quicker, and strengthen performance and organizational health. This course will guide you through some of the more important, yet often overlooked, diversity concepts such as bias and inclusion. It will then review why diversity matters to a company’s overall health and bottom line as well as what the attendee can do to help encourage a more successful and diverse workforce.
About the Speaker: Travis Walker is a business solutions and diversity consultant for Allianz Life Insurance Company of North America. With more than 15 years at Allianz Life, Travis has broad experience in how the financial services industry can address the needs of diverse groups.
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 03/20/24 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 03/20/24 to avoid a no-show reservation billing of $10.00.
February 2024 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: Update on Ohio’s 529 – CollegeAdvantage
SPEAKER: Judith K. Cunningham
About the presentation: Learn how Ohio’s 529, CollegeAdvantage is helping make higher education more affordable for families. Learn how the program works, how it’s used and the latest program enhancements.
About the Speaker: As the PR/Community Outreach Manager, Judy is responsible for the management of all public relations and media relations associated with OTTA and Ohio’s 529, CollegeAdvantage. She’s responsible for various community outreach initiatives to help educate Ohioans regarding planning and saving for higher education. Judy is responsible for community outreach and brand awareness with various communities and other stakeholder groups around the state. Judy is the first and only Public Relations/Community Outreach Manager for the Ohio Tuition Trust Authority (OTTA) and Ohio’s 529, CollegeAdvantage. A native of Columbus, OH and a graduate of St. Francis DeSales High School. The older of two children and a graduate of Bowling Green State University with a major in Broadcast Journalism and a minor in mass communications. Judy and her husband Bob, reside in Worthington, OH.
TOPIC #2: Behavioral Finance: Client Engagement Strategies for Volatile Markets
SPEAKER: Mike Biondo
About the presentation: This presentation will cover discussions to help deepen client relationships, give clients more of a long-term investment mindset, and be less susceptible to emotion-led decisions. You can expect to learn more about historical market insights to provide context in a world of dire predictions and market volatility, investment strategies to help clients reach their holistic financial planning goals, and predictable and consistent client engagement strategies that deepen trust and connections.
About the Speaker: Mike is a Senior Advisor Consultant covering the state of Ohio and an Independent Chanel Player Coach for First Eagle. He joined First Eagle in 2010 as an external wholesaler covering the Pacific Northwest. Mike started his career in 2004 as an internal wholesaler with Lord Abbett covering wirehouses and regional firms. From 2007 to 2010 we was an external with Lord Abbett covering wirehouses and regional firms in Oregon and Alaska. Mike earned his B.S. in Communications and Media Studies from Fordham University in New York City and lives in Cincinnati with his wife and three kids.
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 02/13/24 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 02/13/24 to avoid a no-show reservation billing of $10.00.
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.
CANCELLED! Fall Social 2023
Due to some unforeseen circumstances and the snow, the FPA NEO social scheduled for tonight, November 28 at Western Reserve Distillers has been cancelled. I do apologize for any inconvenience. If you are a nonmember and paid a fee to attend, that fee will be refunded to you.
November 2023 Education Program
FREE TO FPA MEMBERS ($60 for non-members)
TOPIC #1: Estate Planning for the Non-Traditional Family
SPEAKER: Maxwell A. Trubiano
About the presentation: We will discuss the essential considerations of estate planning for non-traditional families. With shifting demographics, the traditional nuclear family is no longer the standard, giving rise to diverse family structures, including, blended families from second marriages, single parents, widowers, unmarried cohabiting couples and grandparent-led households, among others. Each of these family configurations has unique financial and legal considerations when planning for the future. We will shed light on the specialized estate planning strategies for your clients who may have non-traditional families, ensuring that you are well-prepared to provide tailored guidance to your clients, addressing their specific needs while securing their family’s future.
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.
TOPIC #2: Guiding Owners Through Transition
SPEAKER: Tom Zucker
About the presentation: How advisors can help owners prepare and execute an effective M&A transaction. The best advisors have the ability guide an owner through the financial, emotional, and business sides of a transition process. Our conversations will explore how to determine if the business is ready, the market is ready, and most importantly if the owner is ready to sell their company. The presentation will help advisors develop a client centric approach to maximizing the sale of their client’s business while preserving key family and relationships throughout the process.
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.
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 11/08/23 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 11/08/23 to avoid a no-show reservation billing of $10.00.
Career Paths for Financial Planners and Networking Event
Registration is now closed. Please email admin@fpa-neo.org if you are still interested in attending.
