Webinar: Strategies for Maneuvering Through Volatility
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Webinar: Student Loan Debt Planning
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Webinar: Eldercare Planning
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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.
CANCELLED: March 2020 Education Meeting
This event has been cancelled.
If you are a nonmember, you will not be charged the guest fee.
Please contact chapter administrator, Lauren Smigelski, with questions at 216-298-9095 or admin@fpa-neo.org.
February 2020 Education Meeting
TOPIC #1: Property & Casualty Insurance for the Aging
SPEAKER: Michelle Hirsch
About the Program: As clients age and wealth shifts, insurance protection needs to adjust with it. However, it is often overlooked to have an insurance strategy as part of a wealth management portfolio. This course will provide a high-level overview of personal insurance and the unique risks faced by aging adults as they consider events like downsizing or transitioning to assisted living. It also examines the importance of an insurance audit and how preparing this analysis strengthens the relationship between clients and their financial advisors.
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 Brunswick 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.”
TOPIC #2: Be Prepared, Be Empowered: Key questions women should be asking to navigate their financial futures
SPEAKER: Leslie Geller
About the Program: Knowledge is power when it comes to being prepared for a spouse’s death or a divorce, yet many clients don’t even know the right questions to ask to access the information they need to insure their future financial security. Although both spouses struggle with this problem, because of the prevalence of certain traditional gender roles, women in particular suffer the consequences of incomplete information when it comes to their rights and obligations upon death or divorce. Advisors can make themselves trusted resources for the women in their books by showing them the types of questions that they should be asking their professional advisors during the financial planning process, and guiding them to the key pieces of information that they should be looking for in the responses. Join Leslie Geller, a former tax and estate planning attorney, as she walks you through a hypothetical case study to highlight the potential pitfalls women may face upon the death of a spouse or divorce, the most important questions women should be asking to avoid these pitfalls, and the essential information women need to insure they feel empowered and prepared to manage their financial futures.
About the Speaker: Leslie Geller is a wealth strategist at Capital Group. She has 12 years of industry experience and joined Capital Group this year. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Clearly Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie 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.
Reservation Policy – All attendees are encouraged to register in advance before noon 02/19/20 and walk-in reservations will be accepted on a space-available basis only. 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 02/19/20 to avoid a no-show reservation billing of $10.00.
January 2020 Education Meeting
TOPIC #1: Anatomy of a Recession: What to Look for and Where We’re Headed
SPEAKER: Corey Hardie
About the Program: The longest bull market in history continues — yet increased volatility has led some investors to wonder when and how that might change. How close could we be to the next recession? What factors are most important to watch in the months ahead? ClearBridge Investments’ exclusive Recession Risk Dashboard offers valuable answers, tracking key data along four vital economic fault lines. Discover how the Dashboard works and how it can help you and your clients stay prepared for future downturns in Anatomy of a Recession.
About the Speaker: Corey Hardie is a Portfolio Specialist at ClearBridge. Corey joined ClearBridge in 2014 and has eight 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.
TOPIC #2: HINDsight 2020
SPEAKER: Leon LaBrecque, JD, CPA, CFP®, CFA
About the Program: As the calendar turns, we’ll enter a new year and a brand new decade. Historically, these ten-year windows have brought significant shifts across our economic and cultural landscape. We’ll look at the potential impact of the 2020 election, proposed legislation (SECURE and tax law changes), and advances in technology and the ways they might change the financial and estate planning landscape. Learn why planning will not only remain important, but become more critical in the decade to come. Our goal will be finding clarity and implementing strategies to help clients move toward their goals.
About the Speaker: Leon LaBrecque has invested more than thirty years in pursuit of one goal, enriching the lives of everyday people by helping them understand their financial lives. As an attorney, CPA, a CFP® and a CFA, he is passionate about making the complex world of financial planning, investing, retirement planning and taxation simpler and more accessible. After growing up in Hazel Park, Michigan, graduating magna cum laude from University of Detroit Mercy with degrees in accounting and law, Leon has devoted his life to advancing financial literacy. He has spent countless hours serving his community as a speaker, an author and champion for causes like the Hazel Park Promise Zone. He’s authored multiple books sharing ideas for retirement planning and financial literacy. He’s been featured in media outlets like InvestmentNews, CNBC, USA Today, and Forbes. Leon is more than a talking head, he’s a leading voice drawing attention to the benefits of financial literacy and comprehensive planning. As the Chief Growth Officer of Sequoia Financial Group, he serves a team of experienced advisors, assisting them in their pursuit of providing unparalleled excellence in client service and financial planning. When he’s not helping his clients prepare for a thriving retirement, he enjoys spending time with his wife and children, hunting and fishing in Michigan’s beautiful outdoors, and relaxing through yoga and poetry.
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 01/15/20 and walk-in reservations will be accepted on a space-available basis only. 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 01/15/20 to avoid a no-show reservation billing of $10.00.