Network, socialize and play shuffleboard with your fellow FPA NEO members!
Free to FPA Members
Guests $10
Includes drinks and light appetizers
There is street parking available and a parking lot located behind Forest City Shuffleboard, accessible off W. 47th St.
Masks will not be required at this event. You are encouraged to take precautions that make you feel most comfortable.
The Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association are very excited to present the first FPA All-Ohio Symposium. This joint symposium will be hosted at the Hyatt Regency Columbus located in downtown Columbus, Ohio. The event, which will also be offered virtually, will feature an ethics session and welcome reception on November 9, 2022 and a full day of quality programming with national speakers on November 10, 2022.
Don’t miss this opportunity to get in front of hundreds of financial planning professionals from Ohio and neighboring states.
Your partnership provides the support needed to produce a high-level conference. Symposium partnership provides your firm exposure and access to a very targeted demographic and the agenda includes extended breaks in the exhibitor area allowing ample opportunity to solidify your current business relationships and make new ones. Be sure to take full advantage and gain maximum exposure by applying for partnership today!
questions on partnership? Email admin@fpa-neo.org or call 216-298-9095.
All events will take place at the Hyatt Regency Columbus, 350 N High St, Columbus, OH 43215
Wednesday, November 9, 2022 (in-person only)
Thursday, November 10, 2022 (in person and virtual)
Continuing education credits will include an offering up to:
Registration fees are the same for in-person or virtual attendance (you will indicate your attendance during registration). The in-person fee includes the welcome reception on November 9, breakfast and lunch of November 10, and continuing education credits as covered above. The virtual fee includes access via Zoom and continuing education credits as covered above.
| Regular | ADD ETHICS (in person only) | |
| Members | $200 | $25 |
| Non-Members | $250 | $50 |
| Group Rate (8 spots for the price of 7) |
$1,400 | $175 |
Are you a full-time undergraduate student? Please email admin@fpacentralohio.org to inquire about a reduced student rate.
Please note you will need to create an account to register. If you are registering to attend or participate as a sponsor for the All-Ohio event, your contact information will only be used for that event and your information will not be shared.
Hyatt Regency Columbus
350 N High Street
Columbus, OH 43215
There is a discounted rate of $189++ available to symposium attendees for the evenings of Wednesday, November 9 and Thursday, November 10. This rate is available until October 19, 2022.
Click Here to Book Your Hotel Room
Additional information, including registration available HERE
Network and socialize with your fellow FPA NEO members!
Free to FPA Members
Guests $10
Includes drinks and light appetizers
Masks will not be required at this event. You are encouraged to take precautions that make you feel most comfortable.
Additional information, including registration available HERE
Unfortunately, due to some unforeseen scheduling issues, this event has been cancelled.
Stay tuned for more information on future NexGen events.
If you have questions, please email admin@fpa-neo.org. Sorry for any inconvenience.
FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)
About the Speakers: Francie Dunlop, president of Dunlop Health Insurance Services (DHIS), has been in the health insurance business for over 25 years. Francie has a talent for breaking down the basics and helping clients understand all options so each person can make the best decision for him/herself, regardless of age. Francie holds insurance licenses in the states of Ohio and Florida.
Dana Dunlop joined DHIS in 2019, prior to joining DHIS, Dana held a position as a banker in the finance industry. She is dedicated to providing a superior client experience and prides herself on taking a thorough approach to find the best solution for each individual client. Dana holds life and health insurance licenses in the state of Ohio. Dana lives in Twinsburg with her husband, three children, and the office greeter, Sherman.
About the Speaker: Michelle Hirsch is Sr. Vice President and third generation family business owner of Brunswick Companies, the boutique property and casualty risk management consultancy based in Cleveland with clients nationwide. Her 15+ years of experience working with family offices, high net worth individuals, professional athletes and celebrities 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 advisors attract and deepen the relationship with high net worth clients. Michelle earned her undergraduate degree from Penn State University and her MBA from Case Western Reserve University’s Weatherhead School of Business. Michelle lives in Orange Village and enjoys spending time with her husband and two children.
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:
IN PERSON: All attendees are encouraged to register in advance before noon 05/18/22 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 05/18/22 to avoid a no-show reservation billing of $10.00.
VIRUTAL: All attendees must register in advance before noon on 05/18/22. Virtual meeting cost is free for FPA members and $40 for non-members. You will receive login credentials the day before the event.
FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)
About the program: Are you and your clients seeking further diversification beyond stocks and bonds? If so, you will be interested to learn the benefits and features of a self-directed IRA/401k as a means to hold assets that can further diversify portfolios beyond traditional stocks and bonds, all while growing them in tax advantaged accounts. There are a wide variety of assets that can be held in these types of accounts from real estate to private placements to precious metals, or even distressed mortgage notes. The presentation will share some of the how to’s, things to be aware of, types of investments, and what types of investors/clients might make a good fit for these types of accounts.
About the speaker: Ryan Fischer is a Villanova University graduate and fourth generation real estate investor. He is presently the Account Executive of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Ryan has implemented plans and managed millions of dollars in real estate transactions. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. Ryan’s unique background, education, experience, and empirical information relating to business, finance, technical requirements, and overall management makes him a key element in the success of his clients controlling their own financial future.
About the Program: The tax planning strategies that are most relevant to a particular client vary depending on the client’s age, life stage and other contextual factors. Advisors can add significant value by recognizing the strategies that are most immediately relevant to their clients, and helping to implement these strategies on an individualized, context-sensitive basis. Join Jeff Brooks, a wealth strategist at Capital Group and former tax and estate planning attorney, as [she/he] explains the different planning strategies that should be top-of-mind for Millennial, Gen X and Baby Boomer clients, and how to evaluate these strategies based on individual client needs and circumstances.
About the Speaker: Jeffrey R. Brooks is a wealth strategist at Capital Group, home of American Funds. He has 25 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He received a juris doctor degree from the University of Missouri, Columbia and holds a bachelor’s degree in journalism (broadcast sequence), also from the University of Missouri, Columbia. Jeff is based in Los Angeles.
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.
Registration for this event is now closed.
FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)
About the Program: This presentation will give a general overview of key financial components involved when lending to individuals. Categories of financial analysis will cover the personal financial statement, qualifying personal cash flow, credit scores and what impacts ratings, personal debt leverage, and identifying various collateral and loan to value percentages. The learning objective is to provide attendees a better foundational understanding of the credit underwriting process to assist their clients in obtaining loan products and services.
About the Speaker: Joseph Fragapane is Senior Vice President & Team Leader, Private Banking Group at First National Bank. Joe has over 37 years of comprehensive experience in consumer banking and commercial private banking working with affluent individuals, entrepreneurs, and small business owners. He’s an accomplished lender focused on providing credit solutions and customizing loans for personal, business and investment purposes. Joe works closely with accountants, attorneys, financial planners, investment advisors and insurance consultants as a collaborative and vested partner in the best interest of shared clients. His approach and passion as a banking advisor is relationship-driven, being value added and having impact on improving the clients’ financial condition. Clientele consist of highly successful financial achievers as well as the emerging affluent. They include physicians and other medical professionals and groups, small business owners, real estate investors and developers, business executives and family-owned companies, law firms and attorneys, accounting firms and CPA’s, financial planners, investment and insurance advisors, and other professionals. Joe has an undergraduate degree in Finance from Miami University and an MBA from Baldwin Wallace University
About the Program: Demonstrating your value, building your client relationships and finding new leads have become harder to do. To differentiate yourself from the competition, advisors have to find a way to carve out their niche. By helping your clients realize the full potential of their complex compensation packages, you’ll be able to stand out and grow your practice.
About the Speaker: Patrick Clunan is the manager of the Learning Center, the value-add program for Columbia Threadneedle Investments. He is responsible for the implementation of the Learning Center’s resources with the company’s wholesaling teams. Patrick also manages the various business units that make up the value-add resource. He has been featured as a keynote speaker at numerous regional and national conferences. Patrick also travels the country working with advisors, clients and other financial professionals, offering education and insight into retirement planning strategies and other in-focus topics. Prior to his current role, he was a regional sales director. Patrick joined one of the Columbia Threadneedle Investments firms in 2010. Previously, he worked as an internal wholesaler with John Hancock Annuities. Patrick has been a member of the investment community since 2005. He received a B. A. in Business Administration from Saint Michael’s College. Patrick holds the Series 7 and 66 licenses with FINRA.
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 credit (2nd presentation) for CIMA 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.
About the Program: This presentation will walk the attendant through basic and more complex concepts and considerations that are involved with estate planning. In addition to a basic understanding of the documents and concepts involved with estate planning, we will also discuss more complex issues involved with planning, such as probate versus non-probate classifications, estate-tax considerations, long-term care planning, and other relevant considerations that go into developing and constructing an estate-plan that works for the client.
About the Speaker: Joel D. Cavanaugh graduated from the University of Akron with a Bachelor’s Degree in English and attended the University of Akron School of Law, where he graduated Summa Cum Laude. He practices in the area of estate planning, estate and trust administration, real estate, and general corporate matters. Attorney Cavanaugh is a partner at Hanna, Rasnick, Evanchan, Palmisano, Hobson & Fox in Akron, Ohio.
About the Program: The presentation will cover the state of the LTC Insurance market to include traditional LTC, Linked Life/LTC, Annuity/LTC, and Life Insurance with Acceleration for Long Term Care. Planning tools to position and pay for LTC Insurance. The more critical need for LTC Insurance planning in a post-Covid world.
About the Speaker: For more than 25 years, David Seiger has focused his career on a commitment to preserving client’s assets and choice for care as they age. As a young attorney, David saw how a failure to plan for the cost of care can eat through a person’s assets, only to rely on family or Government assistance. David pivoted his career to develop and insurance practice that focuses on protecting individuals and families at the most vulnerable point in their lives. A licensed agent, David is a graduate of Touro College in New York and the University of Baltimore School of Law. He is the vice-president of Long Term Care insurance marketing and a Senior Health Specialist with the Berson-Sokol Agency, Inc. in Cleveland, Ohio. David frequently writes articles and lectures about the importance of long term care insurance.
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 credit from the Ohio Board of Insurance. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.
Registration is now closed for this event. Please email admin@fpa-neo.org with questions.