NexGen: Tech Panel: NFTs, Blockchain, the Metaverse, and More! Joint YP Networking Event
Additional information, including registration available HERE
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Networking Member Social
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.
NexGen: What’s Next For Cleveland? Joint YP Networking Event
Additional information, including registration available HERE
Cancelled -NexGen: Volunteer at the Cleveland Kids’ Book Bank
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.
May 2022 Education Meeting
FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)
TOPIC #1: Health Insurance Planning
SPEAKER: Francie Dunlop and Dana Dunlop
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.
TOPIC #2: Updates in the Property and Causality Insurance Industry
SPEAKER: Michelle Hirsch
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.
April 2022 Education Meeting
IF ATTENDING IN PERSON, PLEASE NOTE THE LOCATION!
FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)
TOPIC #1: Self-Directed Retirement Accounts for Further Diversification
SPEAKER: Ryan Fischer
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.
TOPIC #2: Wealth Planning Across Life Stages – Strategies for clients in three key generations
SPEAKER: Jeffrey R. Brooks
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.
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.
Registration for this event is now closed.
March 2022 Education Meeting
IF ATTENDING IN PERSON, PLEASE NOTE THE LOCATION!
FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)
TOPIC #1: What Lenders Look for When Underwriting Personal Credit
SPEAKER: Joseph F. Fragapane
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
TOPIC #2: Your Niche Is Awaiting – Wealth at Work
SPEAKER: Patrick Clunan
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.
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 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.
Registration for this event is now closed. Email admin@fpa-neo.org with questions.
February 2022 Education Meeting
IF ATTENDING IN PERSON, PLEASE NOTE THE NEW LOCATION!
TOPIC #1: Estate Planning Concepts and Considerations
SPEAKER: Joel D. Cavanaugh
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.
TOPIC #2: Creative Options for Successful Long Term Care Insurance Planning
SPEAKER: David J. Seiger
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.
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 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.
January 2022 Education Meeting
FREE TO FPA MEMBERS ($40.00 fee for non-members)
TOPIC #1: Tax Update: Hot Topics for 2022
SPEAKER: Scott Swain
About the Program: Another year in the books, and we finally know what the tax regime looks like for 2022, we think! This presentation will focus on tax law changes for 2022 and how they will impact our clients. Depending on whether any legislation goes through, this may be the focus of the presentation. If no significant changes get done, then I will spend more time on some appropriate strategies for income and estate tax planning in 2022. Topics will likely include retirement planning in general, Roth IRA’s, donor advised funds, and opportunistic estate planning vehicles.
About the Speaker: Scott has nearly 30 years of experience working in the accounting and financial services industries, including 18 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.
TOPIC #2: Risks and Opportunities in the Post-COVID Economy
SPEAKER: Brandon Zureick, CFA
About the Program: While the fallout from COVID was devastating, swift action from policy makers led to a historically rapid economic and market recovery. However, investors face a growing list of uncertainties – from rising inflation to changing monetary and fiscal policy. In this session, we explore the risks and opportunities of investing in a post-COVID economy. From rising inflation to changing monetary and fiscal policy, investors face a growing list of uncertainties.
About the Speaker: Brandon Zureick joined Johnson Asset Management in 2011 and serves as a Director and Portfolio Manager. Brandon is also a Principal of the firm and serves as a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management and macro-economic strategy. Previously, Brandon held the position of Fixed Income Analyst & Trader. Prior to joining the firm, Brandon was a Portfolio Analyst for Robert W. Baird. He received a B.S. in Finance from University of Cincinnati and holds the Chartered Financial Analyst Designation.
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:
VIRUTAL: All attendees must register in advance before noon on 1/19/22. Virtual cost is free for FPA members and $40 for non-members.
Event registration is closed. Email admin@fpa-neo.org for more information.
Networking Social
Network and socialize with your fellow FPA NEO members in a relaxed environment. Weather permitting, outside space will be available.
Free to FPA Members
Guests $10
Includes drinks and light appetizers
Masthead does not require masks, but encourages those who are unvaccinated or those who feel comfortable to wear a mask. The health and safety of event attendees is our priority. Any local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility with regard to this evolving health crisis is appreciated.