To view any materials from recent education meetings click on the links below:

November 19, 2019

Case Studies in Donor Advised Funds
Presented by: Terri Bradford Eason, MBA and David Stokley, JD
PowerPoint

Socially Responsible Investing at the Cleveland Foundation
Presented by: Anthony Gattuso, CAIA
PowerPoint

October 24, 2019 – Fall Symposium

The Minds and Habits of Millionaires
Presented by: Steve Benjamin, CEBS, CRPC
PowerPoint

Guide to the Markets
Presented by: David Lebovitz
PowerPoint

Advanced Roth Conversion Strateigies
Five Industry Trends Reshaping Financial Advice
Presented by: Michael Kitces
Presentations/Handouts: www.kitces.com/FPANEO19

Integrating Home Equity into Retirement Strategies
Presented by: Hank Sanders
PowerPoint

How an Advisor Adds Value through Behavioral Coaching
Presented by: Chris Cavanaugh
PowerPoint

October 1, 2019 – NexGen Event

Introduction to Student Loans for Financial Advisors 
Presented by: Rebecca Maurer, Esq.
PowerPoint

September 19, 2019

The 411 on Ohio’s 529
Presented by: Tim Gorrell

Videos provided by CollegeAdvantage:
https://www.youtube.com/watch?v=J7KB4Fq0tEU
https://www.youtube.com/watch?v=Ael4pGIJCBo

Medicare 101
Presented by: Sarah Florimonte
PowerPoint

May 16, 2019

Exploring the Major Changes Impacting Retirement Decisions for Public Employees in Ohio
Presented by: Anthony R. Podojil, Ph.D.
PowerPoint

Social Security Basics for Public Employees
Presented by: Brandon P. Smith
PowerPoint

April 18, 2019

Navigating Annuities: 2019
Presented by: Jerry C. Thomas, CFP®
Presentation

Traditional VA vs. IOVA: An In-Depth Analysis
Presented by: Mike Del Prince, CFP®, CLU®
PowerPoint

March 21, 2019

Seeing How We Think: Insights for Building Strong Connections
Presented by: Kate Livingston
PowerPoint

From Portfolios to People: The Evolution of Vanguard Advisor’s Alpha®
Presented by: Ryan Donohue
PowerPoint

February 21, 2019

Your Client is Named an Executor, Now What?
Presented by: Nolan James, Jr., Esq.
PowerPoint

What Every Financial & Insurance Professional Should Know about Divorce
Presented by: Jennifer M. Himmelein, Esq.
PowerPoint

January 17, 2019

Anatomy of a Recession: What to Look for and Where We’re Headed
Presented by: Corey Hardie
PowerPoint

November 15, 2018 – Special joint event with FPA Northeast Ohio and EPC Cleveland

Updates from the Cleveland Foundation on Digital Innovation, Family Philanthropy and Charitable Giving
Presented by: Joshua Edmonds and Brenda Cummins
Powerpoint – All Slides

October 18, 2018 – Symposium

Everything You Ever Wanted to Know About Lifetime RMDs… And More
Estate Planning in the Modern Age
Presented by: Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Presentations/Handouts: www.kitces.com/FPANEO18

Life Satisfaction in Retirement
Presented by: Michael Finke, Ph.D., CFP®
PowerPoint

Investing, Your Brain and Behavioral Finance
Presented by: Steve Benjamin, CEBS, CRPC
PowerPoint

An Inside Scoop to Business Insurance
Presented by: Michelle L. Hirsch
PowerPoint

May 17. 2018

Avoiding Common Annuity Mistakes
Presented by: Steve Hamilton, JD, CLU, ChFC
PowerPoint

Investment Themes 2018: Synchronized Global Economic Expansion vs. Global Macro Risks
Presented by: Lindsey Clifford
PowerPoint

April 19, 2018

5 Key Items in Estate Planning for Same Sex Couples
Presented by: Jennifer E. Peck, Esq.
Outline

March 15, 2018

Social Security: Spouses, Widows, and Divorcées – Everything You Didn’t Know to Ask
Presented by: Collette Fidrych
PowerPoint

Expanded Thinking on Portfolio Construction
Presented by: Mario DiVito
PowerPoint

February 15, 2018

Small Business Retirement Plans: Maximizing Contributions
Presented by: Jeanne V. Gordon
PowerPoint

Property and Casualty Insurance
Presented by: Michelle Hirsch
PowerPoint

Review of Business Insurance concerning Buy-Sell, Key Man, and 162 Bonus
Presented by: Jerry C. Thomas
PowerPoint – coming soon

January 18, 2018

What Every Financial Advisor Should Now About the Impact of the New Tax Law on Individual and Business Planning
Presented by: Michael L. Solomon, Esq., LL.M.
Outline
Examples

May 18, 2017

EMPOWER the Millennial Investor
Presented by: Sean Lally
PowerPoint

Helping Families Minimize the Cost of College
Presented by: Darren Rose
PowerPoint

April 20, 2017

Family Business Succession Planning
Presented by: James G. Dickinson
Handout
PowerPoint

Business and Legal Considerations in Succession and Continuity Planning
Presented by: Scott Matasar
PowerPoint

March 16, 2017

Advanced IRA Business Building: Opportunities and Strategies in the Retirement Marketplace
Presented by: Brian Dobbis, QKA, QPA, QPFC, TGPC
PowerPoint

So You’re a Retirement Plan Fiduciary… Now What?
Presented by: Ali Khodadad, CFA®, CFP®, ChFC®, CLU®
PowerPoint

February 16, 2017

Is the Cloud Finally Lifting? Planning for and Administering Digital Assets under the Ohio Fiduciary Access to Digital Assets Act
Presented by: David M. Lenz, Atty., OSBA
PowerPoint
Handout

Estate Planning During the Trump Presidency: Bonanza or Bust?
Presented by Patrick J. Saccogna, JD, LL.M., CPA, AEP®
Handout

January 19, 2017

2017 Tax Update
Presented by: Scott Swartz, JD, LL.M., AEP®
Handout

The Anatomy of a Recession: What to Look for and Where We Are Headed
Presented by: Jeffrey Schulze, CFA
PowerPoint