Upcoming Events
August 1, 2024
NexGen Event
Join FPA NEO NexGen group for a fun evening as the Cleveland Guardians take on the Baltimore Orioles. All attendees MUST REGISTER IN ADVANCE by Friday, July 26, 2024 at noon. If you reserve and are unable to attend, please call the office to cancel by noon 07/26/24 to avoid being charged for your ticket.…
September 12, 2024
Virtual Ethics: CFP Ethics: A Practical Application of CFP Board’s Code and Standards
Education Meeting
Members: Complimentary (Check your email for Discount Code or email admin@fpa-neo.org) Nonmembers: $42.50 About the Session… This course fulfills the requirement for CFP Board Ethics CE covering the following information: Recognize when a CFP® Professional is providing financial advice. Apply the Fiduciary Duty. Describe when financial advice requires financial planning and the additional obligations that…
September 18, 2024 to September 20, 2024
FPA National Annual Conference
The FPA National Annual Conference will be in Columbus, OH in 2024! Don’t miss the opportunity to attend! Additional information available here.
October 3, 2024
Career Paths for Financial Planners and Networking Event 2024
Education Meeting, NexGen Event
Additional information coming soon!
November 21, 2024
November 2024 Education Program
Education Meeting
Additional information coming soon!
Past Events
July 25, 2024
July 18, 2024
May 16, 2024
April 24, 2024
April 18, 2024
March 21, 2024
March 13, 2024
February 27, 2024
February 15, 2024
January 18, 2024
November 28, 2023
November 9, 2023
October 9, 2023 to October 10, 2023
September 21, 2023