NexGen Social, February 2023

Join fellow FPA NEO NexGen members for a fun night of networking and Bocce Ball at Pinstripes!

Includes 1 drink, appetizers, and bocce ball.

Members: Free
Non-members: $15

About NexGen: The next generation is comprised of new and aspiring financial planners who come from a variety of life experiences and backgrounds. Those entering the financial planning profession today do so in different ways. Some are students exploring financial planning as their potential vocation, while others are career-changers. Some are recent graduates preparing to take the CFP® examination, while others are joining firms at the ground level. The “next generation” is no longer defined by age but rather by where you are in your career.

Networking Social, March 2023

Network and socialize with your fellow FPA NEO members!

Free to FPA Members
Guests $15

Includes drinks and light appetizers


 

Social with FPA, FSP, and NAIFA


Save the date for a joint social with FPA NEO, the Cleveland/Akron chapter of Society of Financial Service Professionals, and the Cleveland chapter of National Association of Insurance and Financial Advisors (NAIFA).

Additional details coming soon!


 

September 2023 Education Meeting

May 2023 Education Program


Save the date! Additional details coming soon!


 

April 2023 Education Program


Save the date! Additional details coming soon!


 

March 2023 Education Program


Save the date! Additional details coming soon!


 

February 2023 Education Meeting

TOPIC #1: TBD
SPEAKER: TBD


TOPIC #2: 2023 Social Security Updates
SPEAKER: Brandon P. Smith 

About the presentation: Brandon Smith, Social Security’s Public Affairs Specialist for the Greater Cleveland area, will be discussing the basics of eligibility for retirement, spousal and survivor benefits. Brandon will include any updated 2023 facts and figures regarding these benefits, including the new amounts for a quarter of coverages and the 2023 annual earnings limits. Brandon will also discuss the 2023 Medicare enrollment changes regarding the Initial and General Enrollment Periods.

About the speaker: Brandon Smith, a native of Cleveland, Ohio, joined the Social Security Administration in 2003. He started his Social Security 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 Greater Cleveland area. Brandon is the primary contact for media relations, outreach, and presentations for the agency in Cuyahoga, Lake, Lorain, and Geauga counties.


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 02/15/23 and walk-in reservations will be accepted on a space-available basis only. In person 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 02/15/23 to avoid a no-show reservation billing of $10.00.

January 2023 Education Meeting


TOPIC #1: Secure 2.0 Act Overview & Impact
SPEAKER: Eric M. Endress, CFA, AIF®  

About the presentation: The Secure 2.0 Act was passed by Congress and signed into law by President Biden in late December 2022.  The Act builds on the Secure Act of 2019, with the goal of expanding retirement plan access and flexibility.  We will review the key provisions of Secure 2.0 and the impact to plan sponsors, participants, and plan advisors.

About the Speaker: Eric is a senior vice president for CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. Eric helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He works with plan sponsors to help them meet their organization’s retirement plan goals. He provides consulting services to private and public companies, as well as not-for-profit organizations.  Through CBIZ IAS, Eric provides investment consulting and management to defined contribution and defined benefit plans, cash balance plans, endowments and foundations.


UPDATED TOPIC AND SPEAKER
TOPIC #2
: 2023 Outlook: Long Term Perspective on Markets and Economies
SPEAKER: Jeff Malbasa 

About the presentation: An update from Capital Group/American funds for your client portfolio conversations.

About the Speaker: Jeff Malbasa is a relationship manager at Capital Group, home of American Funds. He has 20 years of industry experience and has been with Capital Group for six years. Prior to joining Capital, Jeff was a partner & head of the Cleveland office at HPM Partners. Before that, he was president & chief investment officer at Spero-Smith Investment Advisers, Inc. He holds an MBA from Case Western Reserve University and a bachelor’s degree in economics as well as a bachelor’s degree in history, both from Tufts University. He also holds the Chartered Financial Analyst® designation. Jeff is based in Cleveland, Ohio.


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 01/18/23 and walk-in reservations will be accepted on a space-available basis only. In person 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 01/18/23 to avoid a no-show reservation billing of $10.00.

Networking Social, October 2022

Network and socialize with your fellow FPA NEO members!

Free to FPA Members
Guests $10

Includes drinks and light appetizers