November 2021 Education Meeting
Save the date! Additional details coming soon!
Webinar: FAFSA Changes that WILL Impact Your Clients
About the program: Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families. This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations!
About the speaker: As Education and Partnership manager at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! Cozy is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of 5 kids with very different goals for college so she is no stranger to the challenges around college search.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Webinar: ESG at Capital Group: We integrate environmental, social and governance (ESG) issues into our investing approach
About the Program:The presentation explores why ESG is a strategic priority at Capital Group; The resources we have committed to the effort; Capital’s approach to ESG integration; and, how ESG considerations are integrated at the level of the portfolio, and the individual investment.
About the Speaker: Natalya Zeman is an ESG investment specialist at Capital Group. She has five years of industry experience, all with Capital Group. Natalya began her career at Capital as a participant in the Capital Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in music from Oxford University. Natalya is based in New York.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation is now closed for this event.
Webinar: Actionable Strategies for Maneuvering through Volatility
About the Program: Heighted market volatility from 2020 has spilled over into 2021. From COVID-19 uncertainty to the impact of active retail investors on financial markets, volatility will likely remain elevated for the foreseeable future. Keeping clients invested through these choppy markets is challenging. Harbor Capital Advisors wants to equip advisors and their clients with strategies to avoid emotional decisions and behavioral biases that plague many investors. Join Ross Frankenfield, of Harbor Capital Advisors, for a robust discussion and actionable insights designed to help advisors navigate the uncertainty and create better outcomes for clients.
About the Speaker: Ross Frankenfield is a managing director at Harbor Capital Advisors, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists for Harbor’s investment strategies. Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications. He earned a B.A. in Economics from Colby College. Ross is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Webinar: Attracting The Next Generation of Financial Planning Clients Using Student Loan Planning
About the Program: For most Gen X and Gen Y clients, the biggest financial concern in their lives is how they should manage their student loan debt. With 44.7 million Americans currently holding over $1.56 trillion in student loan debt, the need for expert guidance is large and growing quickly. Student loan planning is a great way to position your firm to attract the next generation of clients, create new opportunities with your current clientele, as well as build the generational relationships that ensure the longevity of your firm.
About the Speaker: Ryan S. Galiotto, MBA, CFP® is a Certified Financial Planner™ with Fields Financial Services based in Hopwood, PA that specializes in helping clients build strategies to manage their student loan debt. In 2020, he created The Student Loan Practice, an online course aimed at teaching financial advisors how to help their clients with student loan debt. Ryan holds a Bachelor’s Degree in Finance from Liberty University and a Master’s of Business Administration from Waynesburg University. He and his wife Bethany reside in Jefferson Hills, PA just outside of Pittsburgh.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Webinar: Planning for Care
About the Program: Many people spend months planning for vacations, years planning for children or decades planning for their financial futures. However, most people spend little to no time planning for the care they will likely need as they age. There are many reasons for this failure to plan, ranging from lack of information, to fear or even religious beliefs, but ultimately most of us will find ourselves in the position of needing to make such plans, either for ourselves or our loved ones. In this session, you will learn about how to discuss the need to plan for care with your clients and the basics of the care planning process. An essential component to care planning involves financial planning as the care required can be quite expensive. Care planning also involves the need to establish trusting relationships with your clients as they are asked to provide personal details about themselves and their wishes for their lives as they age. We will talk about options for care and how to plan for care for oneself or for aging family members to assist you in addressing the concerns of clients of any age.
About the Speaker: Sarah Parran is a geriatric care manager who founded Senior Care Connections, LLC in 2003. As a geriatric care manager, she works with clients and their families to assess their current functional status and develops plans with them to address both their immediate concerns and their long-term care needs. She is a masters-prepared social worker with over 30 years’ experience in the fields of health care and aging. She is a licensed independent social worker with supervisory designation and holds a care management certification from the National Academy of Certified Care Managers. Sarah worked at University Hospitals of Cleveland for 18 years, first as a clinical social worker and then as the Director of Social Work for 12 years. She is an adjunct instructor at the Mandel School of Applied Social Sciences at Case Western Reserve University and has been a clinical instructor at the CWRU School of Medicine.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Webinar: The Anatomy of a Recession: What to Look for and Where We’re Headed
About the Program: The Anatomy of a Recession (AOR) program is designed to help you stay on top of the business cycle, providing thoughtful insight through our exclusive recession risk and recovery dashboards. Updated monthly, AOR offers a concise, practical look at what the key indicators are saying about the United States economy and the potential impact on the equity markets from ClearBridge Investments.
About the Speaker: Corey Hardie is a Portfolio Specialist at ClearBridge. Corey joined ClearBridge in 2014 and has nine years of investment industry experience. As an investment specialist, 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. Prior to joining ClearBridge, he was Client Service Specialist at Atalanta Sosnoff Capital. 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 this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Webinar: Tax Update: Hot Topics for 2021
About the Program: Now that the calendar page has turned to 2021, this presentation will cover some excellent strategies for income and estate tax planning in 2021. Topics will include retirement planning in general, Roth IRA’s, donor advised funds, Intentionally Defective Grantor Trusts (IDGT’s), Grantor Retained Annuity Trusts (GRAT’s), Charitable Lead Trusts (CLT’s), and an update on the latest and greatest tax proposals coming out of Washington.
About the Speaker: Scott J. Swain, CPA, CFA, CFP® has more than 28 years of experience working in the accounting and financial services industries, including 17 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.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
Webinar: Hope in a Time of Challenge: The Cleveland Foundation’s Response to Covid-19 and Racial Inequity Through Collaboration and Charitable Planning
SPEAKERS: Dale Robinson Anglin, Terri Bradford Eason, MBA, Sandy Lucas, Dave Stokley, JD
About the Program: This year has been filled with upheaval, change and, ultimately, signs of hope in our nation and throughout Northeast Ohio. Dale Robinson Anglin, Program Director for Youth and Health & Human Services at the Cleveland Foundation, will discuss how the Foundation and its community partners are responding to the challenges of COVID-19 and developing initiatives to advance Racial Equity and Inclusion. Members of the Cleveland Foundation’s Gift Planning Team will explain how your clients can support these key initiatives using timely tax-wise charitable giving techniques.
About the Speakers:
Dale Robinson Anglin joined the Cleveland Foundation in May 2017 as a consultant, and was hired in October 2017 as Program Director for Youth and Social Services. For the past 11 years, she was Associate Director for Programs at the Victoria Foundation in Newark, NJ. Prior to her role at the Victoria Foundation, Dale served as Director of Resource Development for New Community Corporation in Newark, as the Executive Director of the Association for Public Policy Analysis and Management, and was a social analyst for the Congressional Research Service, both in Washington D.C. Dale earned a bachelor’s degree from Smith College, and a master’s degree from the Goldman School of Public Policy at the University of California, Berkeley. Dale served on the Community Foundation of New Jersey board for nine years and she currently serves on the Charlotte Newcombe Foundation board. She is originally from Chicago, IL and is excited about living back in the Midwest.
Terri Bradford Eason manages the Cleveland Foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC). Terri has served the nonprofit community as a director on several area nonprofit boards. Currently, she serves on the Board of Cleveland Hearing and Speech Center, Northern Ohio Charitable Gift Planners Council, Milestone Autism Resources, Inc., AKA Educational Advancement Foundation, Inc., and member of the Board of Trustees for Ohio North First Ecclesiastical Jurisdiction. Terri is a member of the National Black MBA Association, Inc., NAACP, Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University. Terri resides in South Euclid, Ohio with her husband Clayton Eason, Sr. and their two sons.
Sandy Lucas joined the Cleveland Foundation as a Gift Planning Advisor in March 2020. She collaborates with individuals, families and their professional advisors to develop charitable giving strategies that meet donors’ philanthropic goals. She also helps the Cleveland Foundation’s organizational partners identify both current and deferred giving opportunities. Sandy previously worked at the Catholic Community Foundation, most recently serving as Director of Planned Giving. Earlier in her career, Sandy was a partner at Schneider, Smeltz, Ranney & LaFond, P.L.L., in Cleveland, focusing her practice in the areas of estate planning, charitable giving, probate and trust administration. Sandy received her Bachelor of Arts degree in history and English from John Carroll University and her law degree from Case Western Reserve University. She is a member of the Northern Ohio Charitable Gift Planners, the Estate Planning Section of the Cleveland Metropolitan Bar Association, the Estate Planning Council of Cleveland and the Lawyers Guild of the Catholic Diocese of Cleveland.
Dave Stokley joined the Cleveland Foundation’s Advancement team as a Gift Planning Advisor in July 2019. He focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options. In addition, Dave works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals. Prior to joining the Foundation, Dave ran The Cleveland Orchestra’s gift planning program for several years. Dave previously held positions at the Cleveland Museum of Art and Stark & Knoll LPA. Dave serves as the President of Northern Ohio Charitable Gift Planners and is also on the Board of Directors of the Cleveland Baseball Federation. Dave maintains memberships with the National Association of Charitable Gift Planners, Northern Ohio Charitable Gift Planners, and Estate Planning Council of Cleveland. He earned his law degree from Ohio State University following undergraduate work at Wittenberg University.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour 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. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation Policy – This webinar program is complimentary and all attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.
CANCELLED: April 2020 Education Meeting
This event has been cancelled.
Please contact chapter administrator, Lauren Smigelski, with questions at 216-298-9095 or admin@fpa-neo.org.
Read additional updates from FPA NEO and find resources during the COVID-19 pandemic here.