Networking Social

Network and socialize with your fellow FPA NEO members in a relaxed environment. Weather permitting, outside space will be available.

Free to FPA Members
Guests $10

Includes drinks and light appetizers


Masthead does not require masks, but encourages those who are unvaccinated or those who feel comfortable to wear a mask. The health and safety of event attendees is our priority. Any local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility with regard to this evolving health crisis is appreciated.

Fall Symposium 2021

REGISTER NOW

 


REGISTRATION FEES

In Person Virtual
Member $195 $175
Non-Member $245 $225
Student $95 $75

CONTINUING EDUCATION
FPA NEO has requested approval to provide credit for these programs, which will total six hours of CE from the CFP® Board of Standards for CFP® designation holders with the opportunity for two ethics credits. FPA NEO has also requested approval to provide credit for up to four hours of CE from the Ohio Department of Insurance (credit depends on which programs you attend) with the opportunity for three ethics credits. A general certificate of completion and one for CPA designees who feel the programs satisfy their continuing education requirements will also be available.

COVID-19 INFORMATION
The campus of Corporate College East requires all guests to wear a mask (view their current policies here). The health and safety of event attendees is our priority. Any local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility with regard to this evolving health crisis is appreciated.

VIRTUAL ATTENDANCE
Attendance via Zoom Webinar will be available for the educational sessions only – there will be no opportunity for networking with attendees or partners. If you are attending virtually, you will receive Zoom credentials at least 24 hours before the event.


SCHEDULE

7:30 – 8:30 AM: Breakfast

8:30 – 8:45 AM: Welcome and Announcements


8:45 – 9:35 AM: GENERAL SESSION

“Kitces Research on What Makes Financial Planning More Efficient”

Michael Kitces 

About the program: Financial planning may be valuable for clients, but it’s time-consuming to deliver as a financial advisor, which impacts everything from the price that advisors charge for a financial plan, to the breadth of clients that can be served, and the staffing and technology infrastructure to deliver financial planning advice. In this session, we explore the latest Kitces Research study on “How Financial Advisors Really Do Financial Planning”, to understand how long it really takes to create and deliver a financial plan, where time-savings opportunities are (or are not), the role of staff support in scaling financial advice, how technology impacts planning efficiencies, and the interaction between planning expertise (in the form of advanced designations like CFP certification), experience, and niche specializations, in making the delivery of financial planning more efficient.

About the speaker: Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful. In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

 


9:35 – 10:00 AM: Break with Exhibitors


10:00 – 10:50 AM: GENERAL SESSION

“Tax Efficient Withdrawal Strategies in Retirement”

Michael Kitces

About the program: The traditional approach to liquidations in retirement is very straightforward: spend taxable dollars first, and let tax-deferred retirement accounts keep growing, because “no one” wants to pay taxes any sooner than they have to! Except the reality is that there really is such thing as “too much” tax-deferred compounding growth, which makes future retirement distributions so large it drives the retiree into higher tax brackets and results in less wealth! In this session, we explore a more effective tax-efficient withdrawal approach of equalizing tax brackets throughout life, by mixing together taxable, tax-deferred, and tax-free accounts over time, and leveraging strategies like systematic partial Roth conversions and even capital gains harvesting to smooth out tax brackets from year to year and reduce cumulative taxation throughout retirement!


10:50 – 11:10 AM: Break with Exhibitors


11:10 AM – 12:00 PM: GENERAL SESSION

“Biden’s Tax Plan… What If?”

Leon LaBrecque

About the program: As President Biden continues to lay the groundwork for the first major tax hike in almost 30 years, Leon LaBrecque, Chief Growth Officer at Sequoia Financial Group, brings you the latest details of the tax plan. Informing taxpayers of what they need to start thinking about if this tax overhaul becomes a reality. Leon will dive into the details of the specific provisions within the Biden tax plan, giving analysis and insight on what the consequences of such a massive tax increase could be and what taxpayers should start planning for in case these policies are enacted.

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, a 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. Whether he is spending time with college students or CEOs and business owners, Leon embodies the principle of placing the best interest of his client at the heart of everything he does. 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. He is a blogger and a regular contributor to Forbes.com. 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. His leadership is anchored in his lifelong belief that collaboration and teamwork result in stronger communities, he freely shares ideas and practical know-how. LaBrecque brings to the table a mind that never rests and a catalog of life experiences that allows him to deeply connect with his clients and understand their individual needs. He is dedicated to helping people reach their financial goals and live their best possible life. 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.


12:00 – 1:30 PM: Lunch, Partner Introductions


1:30 – 4:40 PM: CONCURRENT SESSIONS

Candura 1 (1:30-3:20PM): “CFP Ethics: New Standards for a Fiduciary World”

Dan Candura, CFP

The CFP Board’s new Code of Ethics and Standards of Conduct, which guides the work of CFP® professionals, took effect on October 1, 2019 and is now enforceable by CFP Board. The new Standards add greater rigor to the CFP certification requirements, enhancing the value you bring to your clients. Using polls, videos, and case studies, a subject-matter expert will help you: Identify the structure and content of the revised code and standards, and grasp the significant changes; Act in accordance with the CFP Board’s fiduciary duty; Identify the practice standards when providing financial advice that requires financial advice or financial planning; Recognize situations when specific information must be provided to a client; Recognize and avoid, or fully disclose and manage Material Conflicts of Interest; Understand the Duty to report and cooperate.

About the Speaker: Dan Candura, CFP® is the founder of Candura Group, LLC and provides ethics training across the United States, Canada, Europe and Australia through in-person courses and webinars. As President of PennyTree Advisers. LLC, Dan provides personal financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a CFP® Ambassador for the Boston area.

Dan appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, and quoted in numerous publications. He wrote a monthly column for Investment News concerning ethical issues for advisors. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. and is a past Chair of the Board of Professional Review. He is a member of the Financial Planning Association and a NAPFA registered financial planner.


Breakout #1 (1:30-2:20): “Updates to Saving with Ohio’s 529, CollegeAdvantage”

Tim Gorrell, College Advantage

About the program: Now more than ever it’s important for families to start planning and saving for their children’s higher education and what better way than with Ohio’s 529, Collee Savings Plan, CollegeAdvantage. Learn how Ohio’s 529 plan allows a families college savings to grow in a tax-advantaged manner. All the earnings including interest, grow tax free. Withdrawals are tax-free when used for qualified higher education expenses and help your clients save on their State of Ohio taxes. Up to $4,000 can be deducted from their Ohio taxable income per year, per beneficiary with unlimited carry forward when they contribute to CollegeAdvantage. Learn how Ohio’s 529 Plan, CollegeAdvantage can help make the dream of attending college a reality. College Advantage can be used anywhere in Ohio or outside of Ohio at any post-secondary educational institution including four-year colleges or universities, two-year community colleges, trade or vocational schools, apprenticeship, certificate programs and graduate schools. During the last 18 months Ohio’s 529 CollegeAdvantage has exceeded its goals for new accounts and increased revenue. Learn why SavingforCollege.com has rated CollegeAdvantage one of the best 529 college savings programs in the country. Learn about CollegeAdvantage’s wide variety of investment choices and the difference between saving now and the cost of waiting. Learn about the new website and mobile app coming soon for CollegeAdvantgae users. And, find out why so many Ohioans use CollegeAdvantage to save for their children’s college/higher education and how financial advisors and financial planners can help their clients save for their children.

About the speaker: As executive director of the Ohio Tuition Trust Authority, Tim Gorrell is responsible for leading the agency and its 35 employees, recommending and implementing the investment strategy as approved by an 11-member fiduciary OTTA board, and managing the overall operations of the CollegeAdvantage 529 Savings Program. Having held organizational leadership positions throughout his 34-year career, Gorrell most recently served for as the director of the Ohio Department of Veterans Services, where he led the daily operations of a cabinet-level department of 900 employees serving Ohio’s 877,000 veterans. As director, he oversaw a 7.7% increase in the number of Ohio veterans connecting to services, was recognized nationally for the department’s work with the Defense Personnel Records Information System, and implemented education provisions of Ohio law to better support veterans and their spouses in pursuing college degrees and professional licenses. During his nine years in Ohio public service positions, he also served as an Ohio Deputy Inspector General and as Command Inspector General for the Ohio National Guard. Colonel Gorrell, who retired from the U.S. Army after serving 31 years, is a highly awarded and decorated military leader. Throughout his military career, he served in such senior positions as Chief of Staff to the Commander of the U.S. Third Army in Kuwait and as the Military Assistant/Senior Advisor to the Assistant Secretary of the Army for Installations and Environment at the Pentagon. His service has spanned the globe. He is a native of Toronto, Ohio and received his undergraduate degree in education from The University of Akron. He holds master’s degrees in history and strategic studies from the University of Monmouth and the U.S. Army War College, respectively. He and his wife reside in Powell, Ohio and are the parents of two daughters.


Breakout #2 (2:30 – 3:20 PM): “Real-life, Strategic Charitable Planning Techniques

Terri Bradford Eason, MBA; Sandy Lucas, JD; and Dave Stokley, JD

About the Program: The Cleveland Foundation’s Gift Planning team will review the current philanthropic landscape and examine real-life, strategic charitable planning techniques.  If your clients include business owners, high net worth individuals and families, join our session to learn how you can help your clients achieve their philanthropic goals while minimizing taxes and administrative burdens.  Specific techniques to be covered include the conversion of private foundations to donor advised funds, charitable lead trusts, charitable planning with real estate, supporting organizations, and charitable gifts of business interests.  Learn how to leverage the assistance of a philanthropic partner like the Cleveland Foundation.

About the speakers:

Terri Bradford Eason, MBA, 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.

Sandy Lucas, JD, 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, JD, 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.


3:20 – 3:50 PM: Break with Exhibitors


Candura 2 (3:50-4:40 PM): “Insurance Producers & Fiduciary Duty”

Dan Candura, CFP

About the program: The course will use case studies and interactive polling to help participants understand how CFP Board’s Requirement to act as a fiduciary whenever offering advice aligns with their duties as insurance producers. The course is intended for producers who are also CFP® Professionals.


Breakout Session #3 (3:50 – 4:40 PM): “The Impact of Providing HNW Personal Risk Management” 

Michelle Hirsch, Brunswick Companies

About the program: Personal insurance (home, auto, umbrella) is something your clients probably don’t think about until they need it the most. However, understanding what is and isn’t covered in their insurance policy can mean the difference of being able to rebuild their home, replace their car, or protect their financials. As their wealth changes your high net worth clients’ insurance protection needs to change with it.

Do you know if your HNW clients are properly covered?

You’ll get answers to questions like:

  • Why is an annual insurance audit important?
  • What are the major differences between HNW and middle market insurance carriers?
  • What is umbrella insurance, and how much do your clients need?
  • How is COVID-19 affecting the property and casualty personal insurance world?

About the speaker: Michelle Hirsch is Sr. Vice President and third generation family business owner of Brunswick Companies, the boutique property and casualty risk management consultancy based in Cleveland with clients nationwide.  Her 15+ years of experience working with family offices, high net worth individuals, professional athletes and celebrities have given her a deep understanding about the potential risks, exposures and complexities that are unique to today’s affluent and those in the public eye.  Her insights, solutions and partnership has helped countless advisors attract and deepen the relationship with high net worth clients.  Michelle earned her undergraduate degree from Penn State University and her MBA from Case Western Reserve University’s Weatherhead School of Business. Michelle lives in Orange Village and enjoys spending time with her husband and two children.


Register Now

NexGen: Indians Game 2021

Cleveland Indians

Join FPA NEO NexGen group for a fun evening as the Cleveland Indians Game take on the Tampa Bay Rays!

All attendees MUST REGISTER IN ADVANCE by Friday, July 16, 2021 at noonIf you reserve and are unable to attend, please call the office to cancel by noon 07/16/21 to avoid being charged for your ticket.

Attendees MUST have a valid MLB.com account and email address to receive tickets.

Webinar: FAFSA Changes that WILL Impact Your Clients

About the program: Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families. This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations!

About the speaker: As Education and Partnership manager at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! Cozy is excited to connect with organizations and families interested in learning more about the complex college search process.  She is a mom of 5 kids with very different goals for college so she is no stranger to the challenges around college search.

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.

Webinar: Beneficiary and wealth transfer planning after the SECURE Act

 

About the program: Do your prospects and clients understand how the SECURE Act has impacted their planning? This program will discuss the expansion of contributions; new required beginning date (RBD); beneficiary distribution changes; and tax-efficient wealth transfer strategies.

About the speaker: Steve Hamilton, J.D., CLU, ChFC is a Director of the Advanced Consulting Group at Nationwide. Steve has over 30 years of experience in the financial services industry. He has worked for two trust companies and held various positions in the insurance industry including: multi-line agent, Director of Advanced Markets, and Senior Counsel for Compliance. His areas of specialty include estate planning, business succession, and IRA/annuity distribution options. Steve believes that the most important element in the financial planning process is starting with what the client wants and understanding their unique situation.

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 for members and $15 for nonmembers. All attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.

Webinar: ESG at Capital Group: We integrate environmental, social and governance (ESG) issues into our investing approach

About the Program:The presentation explores why ESG is a strategic priority at Capital Group; The resources we have committed to the effort; Capital’s approach to ESG integration; and, how ESG considerations are integrated at the level of the portfolio, and the individual investment.

About the Speaker: Natalya Zeman is an ESG investment specialist at Capital Group. She has five years of industry experience, all with Capital Group. Natalya began her career at Capital as a participant in the Capital Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in music from Oxford University. Natalya is based in New York.

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 is now closed for this event. 

Webinar: Trust Planning in a High Exemption Environment

About the Program: During this presentation Nolan will discuss several estate planning strategies that he regularly discusses with his clients to reduce the tax burden on future generations who potentially will inherit significantly-appreciated assets. In his presentation, he will provide brief historical context to illustrate why now, more than any other time is the time to advise clients seriously consider making changes to an estate plan if a client has a net worth in excess of the current gift, estate, and GST exemptions, or assets close to the reduced exemption levels. This presentation will provide a deep dive into several, trust-based strategies to take advantage of this unprecedented opportunity.

About the Speaker: Nolan James is a business and estate planning attorney with the Cleveland law firm of Cavitch, Familo & Durkin Co., L.P.A. in his law practice, Nolan serves as a strategic advisor for individuals, families, and closely-held businesses on legal matters ranging from estate and asset protection planning, to business succession planning, mergers, acquisitions, divestitures and tax planning. Nolan earned his J.D. and M.B.A. degrees from the University of Akron School of Law and College of Business Administration. He received his undergraduate degree from Spring Hill College, in Mobile, Alabama. Born and raised in Cleveland, Ohio and a proud graduate of St. Ignatius High School.

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: Actionable Strategies for Maneuvering through Volatility

About the Program: Heighted market volatility from 2020 has spilled over into 2021.  From COVID-19 uncertainty to the impact of active retail investors on financial markets, volatility will likely remain elevated for the foreseeable future.  Keeping clients invested through these choppy markets is challenging.  Harbor Capital Advisors wants to equip advisors and their clients with strategies to avoid emotional decisions and behavioral biases that plague many investors.  Join Ross Frankenfield, of Harbor Capital Advisors, for a robust discussion and actionable insights designed to help advisors navigate the uncertainty and create better outcomes for clients.

About the Speaker: Ross Frankenfield is a managing director at Harbor Capital Advisors, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists for Harbor’s investment strategies.  Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications.  He earned a B.A. in Economics from Colby College. Ross is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.

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: Attracting The Next Generation of Financial Planning Clients Using Student Loan Planning

About the Program: For most Gen X and Gen Y clients, the biggest financial concern in their lives is how they should manage their student loan debt.  With 44.7 million Americans currently holding over $1.56 trillion in student loan debt, the need for expert guidance is large and growing quickly.  Student loan planning is a great way to position your firm to attract the next generation of clients, create new opportunities with your current clientele, as well as build the generational relationships that ensure the longevity of your firm.

About the Speaker: Ryan S. Galiotto, MBA, CFP® is a Certified Financial Planner™ with Fields Financial Services based in Hopwood, PA that specializes in helping clients build strategies to manage their student loan debt.  In 2020, he created The Student Loan Practice, an online course aimed at teaching financial advisors how to help their clients with student loan debt.  Ryan holds a Bachelor’s Degree in Finance from Liberty University and a Master’s of Business Administration from Waynesburg University.  He and his wife Bethany reside in Jefferson Hills, PA just outside of Pittsburgh.

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: Planning for Care

About the Program: Many people spend months planning for vacations, years planning for children or decades planning for their financial futures.  However, most people spend little to no time planning for the care they will likely need as they age.  There are many reasons for this failure to plan, ranging from lack of information, to fear or even religious beliefs, but ultimately most of us will find ourselves in the position of needing to make such plans, either for ourselves or our loved ones.  In this session, you will learn about how to discuss the need to plan for care with your clients and the basics of the care planning process.  An essential component to care planning involves financial planning as the care required can be quite expensive. Care planning also involves the need to establish trusting relationships with your clients as they are asked to provide personal details about themselves and their wishes for their lives as they age. We will talk about options for care and how to plan for care for oneself or for aging family members to assist you in addressing the concerns of clients of any age.

About the Speaker: Sarah Parran is a geriatric care manager who founded Senior Care Connections, LLC in 2003.  As a geriatric care manager, she works with clients and their families to assess their current functional status and develops plans with them to address both their immediate concerns and their long-term care needs.  She is a masters-prepared social worker with over 30 years’ experience in the fields of health care and aging.  She is a licensed independent social worker with supervisory designation and holds a care management certification from the National Academy of Certified Care Managers. Sarah worked at University Hospitals of Cleveland for 18 years, first as a clinical social worker and then as the Director of Social Work for 12 years.  She is an adjunct instructor at the Mandel School of Applied Social Sciences at Case Western Reserve University and has been a clinical instructor at the CWRU School of Medicine.

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