CANCELLED – NexGen Social & Resume Swap

Unfortunately, this event has been cancelled.

If you have any questions, please contact the FPA office at 216-298-9095 or email admin@fpa-neo.org.

Networking Social

Network and socialize with your fellow FPA NEO members!

Free to FPA Members
Guests $15

Includes drinks and light appetizers


 

2024 Summer Webinar 3

Save the date – additional details coming soon!

2024 Summer Webinar 2

Save the date – additional details coming soon!

2024 Summer Webinar 1

Save the date – additional details coming soon!

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.


 

May 2024 Education Program

Save the date – additional details coming soon!

April 2024 Education Meeting

FREE TO FPA MEMBERS ($65 for non-members)


TOPIC #1: Property & Casualty Insurance Industry Update
SPEAKER: Michelle Hirsch

About the presentation: Home and auto insurance premiums are at an all-time high with non-renewals without a cause and no standard markets available in coastal states. The P&C industry is facing the hardest market in history. Amidst rising premiums, tighter underwriting standards, and shifting regulatory landscapes, this session will delve into the implications of these changes for advisors and their clients.  No two carriers are the same and 70% of consumers have never had a formal review.  This presentation is a must-attend for advisors looking to navigate the complexities of the P&C market and secure optimal outcomes for their clients in challenging times.

About the Speaker: Michelle Hirsch is the third-generation family business owner of Brunswick Private Client. Michelle attended Penn State University for her undergraduate degree and obtained her MBA from Case Western University. She also earned the industry’s highly regarded designation of CAPI (Certified Advisor in Personal Insurance) through the Wharton School of Business and Chubb Insurance. Her 20 years of experience have given her a deep understanding of the potential risks, exposures, and complexities unique to today’s affluent and those in the public eye. Her insights, solutions, and partnerships have helped countless clients better understand and protect their personal risk.

TOPIC #2: Diversification: New Rules?
SPEAKER: Kris Jaenicke

About the presentation: In the ever-changing landscape of financial markets, one principle has stood the test of time: Diversification. However, the traditional 60/40 mix can fall short if stocks and bonds move in lockstep, negating any diversification benefit. This presentation will explain how successful portfolio construction has evolved and the importance of correlation in creating an all-weather portfolio. We’ll discuss what you should expect from bonds going forward and how to build a sleeve that provides true diversification. In addition, we’ll examine the amount of time it takes, and the return required, to recover from market drawdowns, explore sequence of returns risk and introduce how institutions safeguard their portfolios from risk.

About the Speaker: Kris Jaenicke leads LoCorr Fund’s distribution in the firm’s eastern division and directs the team’s delivery of the LoCorr product suite to that region. Kris is instrumental to the firm’s positioning in the industry, and his expertise guides the company’s development of educational materials for advisors and investors. Focused exclusively on the distribution of alternative investments for more than two decades, Kris offers advisors expertise in the sector, as well as more than 35 years of experience in a sales capacity within financial services. He was previously a senior regional vice president for Dividend Capital (now Ares), Kemper-Scudder Investments (now DWS) and MFS Funds. Kris is an accomplished speaker and expert on low correlating strategies. He was awarded the Sequoia Lifetime Achievement Award in 2010, an award recognizing field sales professionals who have demonstrated a commitment of excellence in their careers. Kris holds a BA in Finance from the University of Iowa. He serves on the board of Hudson Community Chapel and is active in mission work. He is a Chartered Life Underwriter and a Chartered Mutual Fund Counselor. He holds the FINRA Series 6, 7, 24 and 63 licenses.

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 and one hour of OH Insurance (1st session). 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 04/17/24 and walk-in reservations will be accepted on a space-available basis only. In person meeting cost is free for FPA members and $65 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 04/17/24 to avoid a no-show reservation billing of $10.00.

March 2024 Education Meeting

FREE TO FPA MEMBERS ($65 for non-members)


TOPIC #1: 12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls
SPEAKER: Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®

About the presentation: Help Your Clients Avoid Common and Costly IRA Pitfalls Nearly 40 percent of household financial wealth in the U.S are retirement assets, with IRAs accounting for the biggest share totaling $9 trillion. With nearly 10,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them. The course will cover mistakes regarding contributions, rollovers, Roth conversions, distributions, RMDs and beneficiary designations. Understanding the IRA rules and how to help clients avoid common and costly mistakes will help you become your clients’ IRA financial professional of choice.

About the Speaker: Steve Gilbert possesses a broad depth of experience that comes from over 25 years of service in the financial services industry. As part of Prudential’s Advanced Planning and Solutions team dedicated to the Annuities business, Steve works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.  Steve earned his B.S. from The Pennsylvania State University in Business Management. He has attained his CFP®, CLU®, ChFC®, CRPC® and RICP® designations. He is a member of the Financial Planning Association.

TOPIC #2: Diversity, Equity, and Inclusion: Creating a more welcoming environment for people with less privileged identities
SPEAKER: Travis Walker

About the presentation: Diversity alone does not increase an organizations effectiveness, however, research generally indicates that companies that lead on DEI strategies are likely to emerge stronger, bounce back quicker, and strengthen performance and organizational health. This course will guide you through some of the more important, yet often overlooked, diversity concepts such as bias and inclusion. It will then review why diversity matters to a company’s overall health and bottom line as well as what the attendee can do to help encourage a more successful and diverse workforce.

About the Speaker: Travis Walker is a business solutions and diversity consultant for Allianz Life Insurance Company of North America. With more than 15 years at Allianz Life, Travis has broad experience in how the financial services industry can address the needs of diverse groups.

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 03/20/24 and walk-in reservations will be accepted on a space-available basis only. In person meeting cost is free for FPA members and $65 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 03/20/24 to avoid a no-show reservation billing of $10.00.