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Summer Webinar Series: Top Thematic Positioning Ideas
Complimentary webinar.
Summer Webinar Series: Where’s the Finish Line
Complimentary webinar.
About the program: Reviews major factors impacting both the U.S. economy and financial markets. Discusses the current status and anticipated direction of factors impacting the U.S economy, including monetary policy, inflation, interest rates and their impact on economic growth. Presentation ties these outlook factors together and discusses our forecasts for the economy and markets in the coming year.
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.
Summer Webinar Series: Divorce and P&C Insurance
Complimentary webinar.
About the program: When a couple separates, how should their property and casualty insurance respond? As an advisor, it is important to know when and how insurance responds to dividing up assets. Who should cover what and when will be topics discussed during this informative session dealing with divorce and separation. Michelle will also share case studies with actual client situations and how their policies were changed during their transitions.
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.
NexGen: Guardians Game 2023
Join FPA NEO NexGen group for a fun evening as the Cleveland Guardians take on the Kansas City Royals!
Registration for this event is now closed. Please email admin@fpa-neo.org if you would still like to attend.
All-Ohio Symposium – Virtual Registration Only
In person registration has sold out!
Visit the event website to learn more and register to attend virtually!
Summer Social 2023
Network and socialize with your fellow FPA NEO members!
Free to FPA Members
Guests $15
Includes drinks and light appetizers
There is free parking available in the paved lot in front of Merwin’s Wharf.
NexGen Social, February 2023
Join fellow FPA NEO NexGen members for a fun night of networking and Bocce Ball at Pinstripes!
Includes 1 drink, appetizers, and bocce ball.
Members: Free
Non-members: $15
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About NexGen: The next generation is comprised of new and aspiring financial planners who come from a variety of life experiences and backgrounds. Those entering the financial planning profession today do so in different ways. Some are students exploring financial planning as their potential vocation, while others are career-changers. Some are recent graduates preparing to take the CFP® examination, while others are joining firms at the ground level. The “next generation” is no longer defined by age but rather by where you are in your career.
Networking Social, March 2023
Network and socialize with your fellow FPA NEO members!
Free to FPA Members
Guests $15
Includes drinks and light appetizers