To view any materials from recent education meetings click on the links below:
November 21, 2024
DAFs and the Charitable Giving Landscape
Presented by: Katie Collin and Ginger Mlakar
PowerPoint
May 16, 2024
2024: Coming Back to Reality
Presented by: Strider Elass
PowerPoint
Washington Update: Election Year + Tax and Estate Planning = Hopes, Fears and Existential Dread
Presented by: Matthew F. Kadish
PowerPoint
April 18, 2024
Property & Casualty Insurance Industry Update
Presented by: Michelle Hirsch
PowerPoint
Diversification: New Rules?
Presented by: Kris Jaenicke
PowerPoint
March 21, 2024
12 IRA Mistakes: Help Clients Avoid Common and Costly IRA Pitfalls
Presented by: Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CASL®, CRPC®
PowerPoint
Diversity, Equity, and Inclusion: Creating a more welcoming environment for people with less privileged identities
Presented by: Travis Walker
PowerPoint
February 15, 2024
Update on Ohio’s 529 – CollegeAdvantage
Presented by: Trisha Good and Judith K. Cunningham
PowerPoint
Behavioral Finance: Client Engagement Strategies for Volatile Markets
Presented by: Mike Biondo
PowerPoint
January 18, 2024
Pathways to Growth
Presented by: Leah Ryan
PowerPoint
Anatomy Of A Recession
Presented by: Corey Hardie
PowerPoint
November 9, 2024
Guiding Owners Through Transition
Presented by: Tom Zucker
PowerPoint
May 18, 2023
Putnam’s Active Insights
Presented by: Christian J. Galipeau
PowerPoint
Handout
The Professional Referral Method: Becoming the Trusted Advisor
Presented by: Scott M. Tatum, CIMA, CFP®
PowerPoint
April 20, 2023
Strategies for the Current Tax Landscape
Presented by: Dave Vogel
PowerPoint
Driving Better Portfolio Outcomes with Low-Correlation Strategies
Presented by: Kris Jaenicke
PowerPoint
March 16, 2023
STRS Ohio Pension Benefits and Health Care
Presented by: Tamla Cole
PowerPoint
February 16, 2023
P&C Updates: Inflation and the Future of Florida
Presented by: Michelle L. Hirsh
PowerPoint
2023 Social Security Updates
Presented by: Brandon Smith
Handouts available:
- Frequently Accessed Online Services
- Life Changing Event (LCE)
- Understanding The Benefits 2023
- Updates 2023
- Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
If you would like copy of the presentation, please reach out directly to Brandon Smith: Brandon.Smith@ssa.gov.
January 19, 2023
Secure Act 2.0
Presented by: Eric Endress, CFA, AIF®
PowerPoint
2023 Outlook: Long Term Perspective on Markets and Economies
Presented by: Jeff Malbasa
Outlook: Please click here for the detailed/expanded look at our outlook
Fixed Income Deep Dive: Please click here for the updated outlook and here for our perspectives that was just released this week
March 17, 2022
What Lenders Look for When Underwriting Personal Credit
Presented by: Joseph F. Fragapane
PowerPoint
Your Niche Is Awaiting – Wealth at Work
Presented by: Patrick Clunan
PowerPoint
February 24, 2022
Estate Planning Concepts and Considerations
Presented by: Joel D. Cavanaugh
PowerPoint
Creative Options for Successful Long Term Care Insurance Planning
Presented by: David J. Seiger
PowerPoint
January 20, 2022
Hot Topics for 2022
Presented by: Scott Swain
2021 Events
Risks and Opportunities in the Post-COVID Economy
Presented by Brandon Zureick, CFA
PowerPoint
September 21, 2021 Symposium
Kitces Research on What Makes Financial Planning More Efficient and
Tax Efficient Withdrawal Strategies in Retirement presented by Michael Kitces
Presentation Materials
Biden’s Tax Plan… What If? presented by Leon LaBrecque
PowerPoint
Updates to Saving with Ohio’s 529 presented by Tim Gorrell, College Advantage
PowerPoint coming soon!
Real-life, Strategic Charitable Planning Techniques presented by Terri Bradford Eason, MBA and Dave Stokley, JD, Cleveland Foundation
PowerPoint
The Impact of Providing HNW Personal Risk Management presented by Michelle Hirsch, Brunswick Companies
PowerPoint
May 20, 2021: FAFSA Changes that WILL Impact Your Clients (Webinar)
Presented by: Cozy Wittman
View Recording
April 22, 2021: Beneficiary and wealth transfer planning after the SECURE Act (Webinar)
Presented by: Steve Hamilton, J.D., CLU, ChFC
View Recording
PowerPoint
March 18, 2021: Trust Planning in a High Exemption Environment (Webinar)
Presented by: Nolan James
View Recording
PowerPoint
March 4, 2021: Actionable Strategies for Maneuvering through Volatility (Webinar)
Presented by: Ross Frankenfield, CFA®
View Recording
PowerPoint
February 18, 2021: Attracting The Next Generation of Financial Planning Clients Using Student Loan Planning (Webinar)
Presented by: Ryan Galiotto, MBA, CFP®
View Recording
PowerPoint
February 4, 2021:Planning for Care (Webinar)
Presented by: Sarah Parran, MSSA, LISW-S, CMC
View Recording
PowerPoint
January 21, 2021: Anatomy of a Recession: What to Look for and Where We’re Headed (Webinar)
Presented by: Corey Hardie
View Recording
SHORT PowerPoint
LONG PowerPoint
January 7, 2021: Tax Update: Hot Topics for 2021 (Webinar)
Presented by: Scott J. Swain, CPA, CFA, CFP®
View Recording
PowerPoint
Virtual Symposium Series 2020 (Webinars)
October 29, 2021: Keep Calm and Carry On
Presented by: Strider Elass
View Recording
PowerPoint
October 15, 2021: 8,000 Days ─ An Entire Phase of Your Life Waiting To Be Invented
Presented by: John Diehl, CFP®, CLU®, ChFC®
View Recording
PowerPoint
October 8, 2021: Thoughtful Approaches to Fund/Manager Research
Presented by: Jeffery Markarian
View Recording
PowerPoint
October 1, 2020: Partners in Planning: Are Your Clients Prepared?
Presented by: Shawn Britt, CLU®, CLTC®
View Recording
PowerPoint
May 28, 2020 (Webinar)
The Future of Work
Presented by: Christopher C. Cavanagh, CIMA
View Recording
PowerPoint
Supplemental 1 – The Future of Work
Supplemental 2 – Quantifying Vanguard Advisor’s Alpha
Supplemental 3 – Idea Multiplier-An acceleration in innovation is coming
May 21, 2020 (Webinar)
Advanced Annuity Planning
Presented by: Mike Del Prince, CFP®, CLU®
View Recording
PowerPoint
Supplemental – IRS Publication 575 Pension and Annuity Income
February 20, 2020
Property & Casualty Insurance for the Aging
Presented by: Michelle Hirsch
PowerPoint
Be Prepared, Be Empowered: Key questions women should be asking to navigate their financial futures
Presented by: Leslie Geller
PowerPoint
January 16, 2020
Anatomy of a Recession: What to Look for and Where We’re Headed
Presented by: Corey Hardie
PowerPoint
The SECURE Act: Massive Changes to Qualified Plans and IRAs
Presented by: Leon LaBrecque, JD, CPA, CFP®, CFA
PowerPoint
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