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

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2024 Summer Webinar 1

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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

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April 2024 Education Meeting

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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.

February 2024 Education Meeting

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


TOPIC #1: Update on Ohio’s 529 – CollegeAdvantage
SPEAKER: Judith K. Cunningham

About the presentation: Learn how Ohio’s 529, CollegeAdvantage is helping make higher education more affordable for families.  Learn how the program works, how it’s used and the latest program enhancements.

About the Speaker: As the PR/Community Outreach Manager, Judy is responsible for the management of all public relations and media relations associated with OTTA and Ohio’s 529, CollegeAdvantage. She’s responsible for various community outreach initiatives to help educate Ohioans regarding planning and saving for higher education.  Judy is responsible for community outreach and brand awareness with various communities and other stakeholder groups around the state. Judy is the first and only Public Relations/Community Outreach Manager for the Ohio Tuition Trust Authority (OTTA) and Ohio’s 529, CollegeAdvantage. A native of Columbus, OH and a graduate of St. Francis DeSales High School. The older of two children and a graduate of Bowling Green State University with a major in Broadcast Journalism and a minor in mass communications.  Judy and her husband Bob, reside in Worthington, OH.

TOPIC #2: Behavioral Finance: Client Engagement Strategies for Volatile Markets
SPEAKER: Mike Biondo

About the presentation: This presentation will cover discussions to help deepen client relationships, give clients more of a long-term investment mindset, and be less susceptible to emotion-led decisions. You can expect to learn more about historical market insights to provide context in a world of dire predictions and market volatility, investment strategies to help clients reach their holistic financial planning goals, and predictable and consistent client engagement strategies that deepen trust and connections.

About the Speaker: Mike is a Senior Advisor Consultant covering the state of Ohio and an Independent Chanel Player Coach for First Eagle. He joined First Eagle in 2010 as an external wholesaler covering the Pacific Northwest. Mike started his career in 2004 as an internal wholesaler with Lord Abbett covering wirehouses and regional firms. From 2007 to 2010 we was an external with Lord Abbett covering wirehouses and regional firms in Oregon and Alaska. Mike earned his B.S. in Communications and Media Studies from Fordham University in New York City and lives in Cincinnati with his wife and three kids.

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 02/13/24 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 02/13/24 to avoid a no-show reservation billing of $10.00.

January 2024 Education Meeting

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


TOPIC #1: Pathways to Growth
SPEAKER: Leah Ryan

About the presentation: In our Pathways to Growth: 2023 Advisor Benchmark Study, we surveyed more than 1,500 advisors to identify the behaviors and skills that helped drive double the growth at select practices. These higher impact activities fall into three categories advisors can look to as they seek to grow. Together we’ll learn more about the survey findings and identify potential areas of optimization for your practice.

About the Speaker: Leah Ryan is an Advisor Practice Management Consultant at Capital Group, home of the American Funds. In her role she teaches, coaches and provides practice management consulting expertise to top financial advisors. Leah joined Capital Group in 2021. Leah is a seasoned financial services professional with more than 25 years of experience in investing and insurance. She holds a BBA in International Business from the Terry College of Business at the University of Georgia.

TOPIC #2: Anatomy Of A Recession
SPEAKER: Corey Hardie

About the presentation: ClearBridge Investments, a specialist investment manager of Franklin Templeton, designed the Anatomy of a Recession (AOR) program to deliver thoughtful perspective on the state of the US economy with concise, practical views updated every month. Our exclusive recession risk and recovery dashboards provide the statistical foundation of our perspective.

About the Speaker: Corey Hardie is a Director, Client Portfolio Manager at ClearBridge Investments. Corey joined ClearBridge in 2014 and has over a decade of industry experience. As a Client Portfolio Manager, 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. He received a BS in Business Administration from the Gabelli School of Business at Fordham University, with a concentration in Finance.

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 01/16/24 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 01/16/24 to avoid a no-show reservation billing of $10.00.