Webinar: Tax Update: Hot Topics for 2021

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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.

REGISTER HERE

 

Webinar: Hope in a Time of Challenge: The Cleveland Foundation’s Response to Covid-19 and Racial Inequity Through Collaboration and Charitable Planning

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SPEAKERS: Dale Robinson Anglin, Terri Bradford Eason, MBA, Sandy Lucas, Dave Stokley, JD

REGISTER HERE

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.

REGISTER HERE

CANCELLED: April 2020 Education Meeting

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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

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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

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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

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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.

November 19, 2019 Education Meeting

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TOPIC #1: Case Studies in Donor Advised Funds
SPEAKERS: Terri Bradford Eason, MBA and David Stokley, JD

About the Program: Join members from Cleveland Foundation’s gift planning team to discuss the ins and outs of Donor Advised Funds (DAFs). As the oldest community foundation in the world, the Cleveland Foundation is a recognized leader in community-based philanthropy. With a team committed to finding solutions for donors, learn how customization is the key component for DAFs, and how donors have used DAFs to meet their unique charitable and planning objectives.

About the Speakers: Terri 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) and supported several functions including wealth management, relationship management, new business development, and both private and corporate banking. Terri has served the nonprofit community as a director on several area nonprofit boards. She 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. Terri 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 and their two sons.

Dave Stokley joined the Cleveland Foundation’s Advancement team 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 and 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.

TOPIC #2: Socially Responsible Investing at the Cleveland Foundation
SPEAKER: Anthony Gattuso, CAIA

About the Program: Requests for investment options with socially responsible components have skyrocketed in recent years, even in a charitable setting. Learn how the Cleveland Foundation has worked with staff and board members to create and evaluate an innovative suite of programs for donors and grantees. 

About the Speaker: Anthony Gattuso joined the Cleveland Foundation in October 2016 as Manager of Investments. Anthony works with members of the finance team and the foundation’s independent investment consultant, trustee banks and various other investment managers in overseeing the successful administration of the foundation’s $2.5 billion investment portfolio, cash management and finance/treasury analysis. Prior to joining the Cleveland Foundation, he worked in the investment office of the Cleveland Clinic Health System as Senior Investment Analyst.  Anthony earned a bachelor’s degree in business administration from Saint Bonaventure University in New York and studied abroad at Beijing Institute of Technology. He went on to earn an MBA from Cleveland State University. In addition to his academic credentials, he is also a Chartered Alternative Investment Analyst. Also, he currently serves on the Investment Practices Committee of the Fiscal and Administrative Officers Group (FAOG) for Community Foundation’s.

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 11/18/19 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 11/18/19 to avoid a no-show reservation billing of $10.00.

September 19, 2019 Education Meeting

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TOPIC #1: The 411 on Ohio’s 529
SPEAKER: Tim Gorrell

About the Program: This will be an overview and update on Ohio’s 529 College Savings Plan, CollegeAdvantage.  The update will include recent changes to 529 plans, new milestones for CollegeAdvantage and several new initiatives congress is purposing for 529 plans. We will also talk about the upcoming “Back to School” campaign and the 30th Anniversary.

About the Speaker: As executive director of the Ohio Tuition Trust Authority, Tim Gorrell is responsible for leading the state agency and its 35 employees, recommending and implementing the investment strategy as approved by the fiduciary OTTA Investment Board, and managing the overall operations of the CollegeAdvantage 529 Savings Program, which includes over 642,229 accounts with over $12.4 billion in assets as of June 30, 2019.

TOPIC #2: Medicare 101
SPEAKER: Alicia Nighland

About the Program: This presentation will go over the basics of Medicare including who is eligible, how someone enrolls, and when someone enrolls. Also, Medicare 101 will discuss the different parts of Medicare including Part A, B, and D. You’ll learn the difference between Medicare Supplemental policies and Medicare Advantage, and how to compare different options. Also covered will be the annual enrollment periods for beneficiaries.

About the Speaker: Alicia Nighland is a Community Liaison for OSHIIP – the Ohio Senior Health Insurance Information Program.  Alicia joined OSHIIP in 2012. Her duties include recruiting and training new volunteer counselors in thirteen of Ohio’s counties and traveling throughout the state establishing new contacts, attending networking meetings, developing partnerships, and promoting OSHIIP services. Alicia also counsels Medicare beneficiaries on their insurance options and serves as part of the OSHIIP speaker’s bureau giving presentations to the public and interested groups regarding Medicare- including Medicare Parts A, B, D, Medicare Advantage and Medicare Supplemental Insurance as well as Long-Term Care Insurance. Alicia has two B.A. degrees in Strategic Communication and Theatre from The Ohio State University. She lives in Hebron with her husband and enjoys the outdoors.

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 09/16/19 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 09/16/19 to avoid a no-show reservation billing of $10.00.

May 2019 Education Meeting

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TOPIC #1: Exploring the Major Changes Impacting Retirement Decisions for Public Employees in Ohio

SPEAKER: Anthony R. Podojil, Ph.D.

About the Program: The presentation will focus on the substantive changes made to the various public employee retirement systems in Ohio over the last several years and the subsequent impacts those changes have to individual retirement planning for those groups.  The presentation will include changes related to Plan Design, Eligibility, increases in age and service credit requirements, Cost-of-Living (COLA) changes and Health Care, including funding, costs and plans.

About the Speaker: Dr. Podojil has had an extensive history of working in the public school sector focusing on the fiscal issues that impact our local communities and their relation to providing and delivering a high level of educational programs and services. As an educator and superintendent, his love of learning, the desire to pass along the gift of education, on so many levels, has been his inspiration. He brings to the financial realm a great understanding of fiscal propriety, coupled with a sincere appreciation and respect for those individuals seeking financial services. Dr. Podojil is also Co-founder of The Ohio Educators Planning Group (OEdPG). In 1998, when he was the superintendent at West Geauga Schools, he began working with Ted Lorenzen, a financial planner at Cedar Brook. As they planned together to address Tony’s retirement goals, they began to realize that the financial industry did not have a very good understanding of how STRS works and what options exist for members. Having become convinced that they could provide a valuable service to help educators and to demonstrate their commitment to this professional sector, The Ohio Educators Planning Group was formed. Their work with individual clients as well as being actively involved in working with several major educational organizations state wide has led to their assisting individuals with how the latest round of STRS changes impact future retirement projections and helping them chart their financial goals moving forward.

TOPIC #2: Social Security Basics for Public Employees

SPEAKER: Brandon P. Smith

About the Program: Brandon Smith from the Social Security Administration will discuss the work, age, and marital requirements for Social Security retirement, spousal and survivor benefits. The bulk of the presentation will be dedicated to explaining the potential effects of Windfall Elimination Provision and Government Pension Offset. The annual earnings limit and various methods of applying for benefits will also be topics of discussion. There will be sufficient time for questions and answer at the conclusion of the presentation. The agency isn’t going to want our presentations posted to external websites.

About the Speaker: Brandon Smith, a native of Cleveland, Ohio, joined the Social Security Administration in 2003.  Prior to this, Brandon worked as a teacher for 3 years in the Diocese of Cleveland. He started his government career as a Claims Representative in the Middleburg Heights field office, specializing in Retirement, Survivors, Disability, and Health Insurance. In 2007, Brandon became the Public Affairs Specialist in the metro Cleveland area. Brandon is the primary contact for media relations, outreach, and presentations for the agency in Cuyahoga, Lake, Lorain, and Geauga counties. In 2012, Brandon received a Regional Communicator Award from the Social Security Administration. Later that year, Brandon was among the inaugural recipients of the Black Diamond award from the Greater Cleveland Delta Foundation Life Development Center. Brandon is a member of the 2014 Kaleidoscope Magazine’s 40 under 40 Club. And in the summer of 2015, Brandon received a Deputy Commissioner Citation from Social Security’s Office of Communication for his outstanding public affairs support of the agency’s national communication initiatives.   Brandon is a member of various cultural and educational institutions in Greater Cleveland, such as the Western Reserve Historical Society, the Cleveland Museum of Art, the Akron Art Museum, the Cleveland Metroparks Zoo and the Cleveland Museum of Natural History.  In late 2018, he started his own podcast titled, “The Brandon Show.” Brandon and his lovely wife, LaToya, are the proud parents of two beautiful children, Bryce and Brielle, plus a rambunctious kitten.

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 05/15/19 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 05/15/19 to avoid a no-show reservation billing of $10.00

Monthly Education Meeting

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Topic #1: Seeing How We Think: Insights for Building Strong Connections

Topic #2:  Retaining Heirs: How to Connect with Your Next Generation of Clients

Free to FPA and CFA Members! ($60 fee for non-members)

Breakfast and networking at 8:00 am
Announcements and programming to follow at 8:20 am

TOPIC #1: Seeing How We Think: Insights for Building Strong Connections

SPEAKER: Kate Livingston

About the Program
Our brains are wired in ways that lead us to particular preferences and interpretations of the world. Understanding your thinking preferences, as well as the thinking preferences of others, can have profound implications on personal effectiveness in the areas of client interaction, team dynamics and presentations. Using the Neethling Brain Instrument™ (NBI), a neuroscience-based measure of thinking preferences, Kate introduces a framework for understanding your mental processes and how those influence your relationship development. Prior to the session*, you will take a brief online assessment that generates an analysis of your particular thinking patterns. Kate will then review these findings during her presentation.

About the Speaker
As an organizational development consultant and executive coach Kate’s Livingston’s focus is on helping teams and clients build effective working relationships to improve performance. Using research from adult development, Kate adopts an interactive approach to stimulate collaboration, active listening and meaningful conversations. Kate holds a master’s degree in adult development and psychology from Harvard University, and a Master’s in art history from Pennsylvania State University. She draws from both of these fields when helping clients see how they frame and address their challenges.

*You must complete the online assessment by COB Friday, March 15 to receive your results in person at the meeting. If you complete after that date you will be emailed your results after March 21.

TOPIC #2: From Portfolios to People: The Evolution of Vanguard Advisor’s Alpha®

SPEAKER: Ryan Donohue

About the Program
Join us as we introduce the latest research in the advisor’s alpha series aimed at helping you and your practice thrive in this ever-changing industry. More than 15 years ago, we created the advisor’s alpha concept to help advisors redefine and articulate their value proposition from one solely based on investment performance to one focused more on relationships and holistic wealth management. This evolution in our research addresses ways to adapt and evolve in the face of new regulation, changing investor preferences, emerging technology, and the impact trust has on your client relationships.

About the Speaker
Ryan Donohue is an advisor education specialist and national speaker for Vanguard Financial Advisor Services™. He is responsible for presenting Vanguard analysis and industry research to financial advisors and other financial services professionals. Mr. Donohue joined Vanguard in 2013 and before his current role, he was a sales executive covering the Southern New England territory. Previously, he supported registered investment advisor and bank clients nationally and also worked with high-net-worth individuals in Vanguard Flagship Services Department. Mr. Donohue earned a B.S. in supply chain management and business operations from California State University of Long Beach and an M.B.A. from La Salle University with a focus in finance. He holds FINRA Series 7 and 63 licenses.

Reservation Policy – All attendees are encouraged to register in advance before noon 03/15/19 and walk-in reservations will be accepted on a space-available basis only. *You must register and complete the online assessment for the first session by COB Friday, March 15 to receive your results in person at the meeting. If you complete after that date you will be emailed your results after March 21.

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 03/20/19 to avoid a no-show reservation billing of $10.00.

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.