June 2020 Virtual Networking

REGISTER ONLINE HERE

Virtual Education Program – The Future of Work

TOPIC: The Future of Work

SPEAKER: Christopher C. Cavanagh, CIMA

About the Program: Vanguard’s “Megatrends” is a research effort that investigates fundamental shifts in the global economic landscape that are likely to affect the financial services industry and broader society. A megatrend may bring market growth or destroy it, increase competition or add barriers to entry, and create threats or uncover opportunities. Exploring the long-term nature of massive shifts in technology, demographics, and globalization can help us better understand how such forces may shape future markets, individuals, and the investing landscape in the years ahead.

About the Speaker: Chris Cavanagh is a sales executive with The Vanguard Group managing their Registered Investment Advisor relationships throughout the Midwest. Prior to joining Vanguard in 2011, Chris was a vice president with Goldman Sachs and also spent time working with Alliance Bernstein and Merrill Lynch. He has over 25 years of industry experience and holds the Series 7 and 63 licenses, and attained the CIMA designation in 2007. Chris grew up near Vanguard’s headquarters in PA and earned a bachelor’s degree in Business from Franklin & Marshall College. He now resides in Westerville, Ohio.

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

Virtual Education Program – Advanced Annuity Planning

TOPIC: Advanced Annuity Planning

SPEAKER: Mike Del Prince, CFP®, CLU®

About the Program: The presentation highlights planning opportunities with various types of annuities which were made possible through amendments to the Internal Revenue Code via Revenue Ruling and Private Letter Ruling and also through provisions of the Pension Protection Act. Items discussed are partial 1035 exchange, cost basis, Advisor management fees, non-qualified beneficiary stretch, restricted beneficiary stretch, and Trust-owned annuities.

About the Speaker: Mike Del Prince is a Territory Manager at Nationwide Advisory Solutions. He holds his CFP® Certification, CLU® Designation, FINRA Series 6 and 63 Licenses, as well as his Kentucky Life Insurance License. Mike graduated from Centre College in Danville, KY where he earned his B.A. in Economics with a minor in Studio Art and was a member of the Centre College football team. Mike is married to his wife Brittney and they have two young children; Francesca and Vincent. They enjoy cooking and spending time outdoors.

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

Member Social – March 2020

Join FPA NEO for our first social of the year!

Includes a game of bocce ball, appetizers and drinks.

Annual Fall Symposium 2020

SAVE THE DATE!

CANCELLED: April 2020 Education Meeting

This event has been cancelled. 

Please contact chapter administrator, Lauren Smigelski, with questions at 216-298-9095 or admin@fpa-neo.org.

Read additional updates from FPA NEO and find resources during the COVID-19 pandemic here.

CANCELLED: March 2020 Education Meeting

This event has been cancelled. 

If you are a nonmember, you will not be charged the guest fee. 

Please contact chapter administrator, Lauren Smigelski, with questions at 216-298-9095 or admin@fpa-neo.org.

 

February 2020 Education Meeting


TOPIC #1: Property & Casualty Insurance for the Aging

SPEAKER: Michelle Hirsch

About the Program: As clients age and wealth shifts, insurance protection needs to adjust with it. However, it is often overlooked to have an insurance strategy as part of a wealth management portfolio. This course will provide a high-level overview of personal insurance and the unique risks faced by aging adults as they consider events like downsizing or transitioning to assisted living. It also examines the importance of an insurance audit and how preparing this analysis strengthens the relationship between clients and their financial advisors.

About the Speaker: For over 15 years, Michelle has managed department operations, marketing, and overall corporate business development at Brunswick Companies. Working with all of the business units internally, as well as external sources of influence, Michelle’s main goal is to make sure Brunswick is at the forefront of the insurance industry. Michelle earned her MBA from Case Western University’s Weatherhead School of Management and was named in the Class of 2008 Crain’s Cleveland Business Top “Twenty in Their 20’s” and Class of 2017 “Forty Under 40.”


TOPIC #2: Be Prepared, Be Empowered: Key questions women should be asking to navigate their financial futures

SPEAKER: Leslie Geller

About the Program: Knowledge is power when it comes to being prepared for a spouse’s death or a divorce, yet many clients don’t even know the right questions to ask to access the information they need to insure their future financial security.  Although both spouses struggle with this problem, because of the prevalence of certain traditional gender roles, women in particular suffer the consequences of incomplete information when it comes to their rights and obligations upon death or divorce.  Advisors can make themselves trusted resources for the women in their books by showing them the types of questions that they should be asking their professional advisors during the financial planning process, and guiding them to the key pieces of information that they should be looking for in the responses.  Join Leslie Geller, a former tax and estate planning attorney, as she walks you through a hypothetical case study to highlight the potential pitfalls women may face upon the death of a spouse or divorce, the most important questions women should be asking to avoid these pitfalls, and the essential information women need to insure they feel empowered and prepared to manage their financial futures.

About the Speaker: Leslie Geller is a wealth strategist at Capital Group. She has 12 years of industry experience and joined Capital Group this year. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Clearly Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University.  Leslie is based in Los Angeles.


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 02/19/20 and walk-in reservations will be accepted on a space-available basis only.  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 02/19/20 to avoid a no-show reservation billing of $10.00.

January 2020 Education Meeting


TOPIC #1: Anatomy of a Recession: What to Look for and Where We’re Headed

SPEAKER: Corey Hardie

About the Program: The longest bull market in history continues — yet increased volatility has led some investors to wonder when and how that might change. How close could we be to the next recession? What factors are most important to watch in the months ahead? ClearBridge Investments’ exclusive Recession Risk Dashboard offers valuable answers, tracking key data along four vital economic fault lines. Discover how the Dashboard works and how it can help you and your clients stay prepared for future downturns in Anatomy of a Recession.

About the Speaker: Corey Hardie is a Portfolio Specialist at ClearBridge. Corey joined ClearBridge in 2014 and has eight years of investment industry experience. As an investment specialist, Corey provides capital markets and economic analysis, as well as portfolio construction and fundamental equity research insights, to audiences ranging from broker/dealers, financial advisors, institutional clients and investment consultants. Prior to joining ClearBridge, he was Client Service Specialist at Atalanta Sosnoff Capital. He received a BS in Business Administration from the Gabelli School of Business at Fordham University, with a concentration in Finance.


TOPIC #2: HINDsight 2020

SPEAKER: Leon LaBrecque, JD, CPA, CFP®, CFA

About the Program: As the calendar turns, we’ll enter a new year and a brand new decade. Historically, these ten-year windows have brought significant shifts across our economic and cultural landscape. We’ll look at the potential impact of the 2020 election, proposed legislation (SECURE and tax law changes), and advances in technology and the ways they might change the financial and estate planning landscape. Learn why planning will not only remain important, but become more critical in the decade to come. Our goal will be finding clarity and implementing strategies to help clients move toward their goals.

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, 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. 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. 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. 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.


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 01/15/20 and walk-in reservations will be accepted on a space-available basis only.  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 01/15/20 to avoid a no-show reservation billing of $10.00.

NexGen Event: Volunteer Event at Cleveland Kids’ Book Bank

Volunteer with FPA NEO NexGen sorting books at the Cleveland Kids’ Book Bank!

The mission of the Cleveland Kids’ Book Bank is to foster improved literacy and a love of reading by providing free books to children in need. Our goal is to break the poverty cycle by exposing low-income children to language and reading from birth – fostering literacy skills, opening their minds to the world beyond their neighborhood and fueling their imaginations. As a volunteer you will be sort books by reading level and box them for pick up from various partner organizations who distribute them directly to kids and families in need to keep and build their home libraries.

At the conclusion of this year FPA Northeast Ohio will be making a donation to the Kids’ Book Bank as a thank you to all of our speakers from 2019.