November 2021 Education Meeting

Save the date! Additional details coming soon!

Fall Symposium 2021

SAVE THE DATE!

We’ll be back in person this year this great presenters including Michael Kitces and Dan Candura.

Additional details coming soon!

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