February 2025 Education Meeting
Education Meeting
February 20, 2025
7:45 am - 10:30 am
7:45 – 8:00 am – Registration and Breakfast
8:00 – 9:10 am – Announcements and First Presentation
9:10 – 9:30 am – Networking Break
9:30 – 10:30 am – Second Presentation
Location: Corporate College East, 4400 Richmond Rd, Warrensville Heights, OH 44128
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: P&C Insurance Update for 2025
SPEAKER: Michelle Hirsch
About the presentation: The California wildfires have shown the world that no two homeowner’s insurance policies are the same. This session will take an in-depth exploration of important coverages, key trends and challenges shaping the property and casualty insurance landscape in 2025. Michelle will review recent client case studies and provide actionable insights to help navigate the evolving insurance market.
About the speaker: For over 15 years, Michelle has managed department operations, marketing, and overall corporate business development at Brunswick Companies. Working with all of the business units internally, as well as external sources of influence, Michelle’s main goal is to make sure BPC is at the forefront of the insurance industry. Michelle earned her MBA from Case Western University’s Weatherhead School of Management and was named in the Class of 2008 Crain’s Cleveland Business Top “Twenty in Their 20’s” and Class of 2017 “Forty Under 40.”
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.
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