NexGen: Guardians Game 2022

Join FPA NEO NexGen group for a fun evening as the Cleveland Guardians take on the Chicago White Sox!

All attendees MUST REGISTER IN ADVANCE by Friday, July 8, 2022 at noonIf you reserve and are unable to attend, please call the office to cancel by noon 07/08/22 to avoid being charged for your ticket.

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

Networking Social, August 2022

Network and socialize with your fellow FPA NEO members!

Merwin's Wharf

Free to FPA Members
Guests $10

Includes drinks and light appetizers

There is free parking available in the lot in front of Merwin’s Wharf.

Masks will not be required at this event. You are encouraged to take precautions that make you feel most comfortable.


 

Networking Social, May 2022

Network, socialize and play shuffleboard with your fellow FPA NEO members!

Free to FPA Members
Guests $10

Includes drinks and light appetizers

There is street parking available and a parking lot located behind Forest City Shuffleboard, accessible off W. 47th St.

Masks will not be required at this event. You are encouraged to take precautions that make you feel most comfortable.


 

All-Ohio Symposium 2022

ABOUT

The Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association are very excited to present the first FPA All-Ohio Symposium. This joint symposium will be hosted at the Hyatt Regency Columbus located in downtown Columbus, Ohio. The event, which will also be offered virtually, will feature an ethics session and welcome reception on November 9, 2022 and a full day of quality programming with national speakers on November 10, 2022.

PARTNERSHIP 

Don’t miss this opportunity to get in front of hundreds of financial planning professionals from Ohio and neighboring states.

Your partnership provides the support needed to produce a high-level conference. Symposium partnership provides your firm exposure and access to a very targeted demographic and the agenda includes extended breaks in the exhibitor area allowing ample opportunity to solidify your current business relationships and make new ones. Be sure to take full advantage and gain maximum exposure by applying for partnership today!

questions on partnership? Email admin@fpa-neo.org or call 216-298-9095.

SCHEDULE

All events will take place at the Hyatt Regency Columbus, 350 N High St, Columbus, OH 43215

Wednesday, November 9, 2022

  • 3:00 – 5:00 pm – Ethics
  • 5:00 – 7:00 pm – Welcome Reception

Thursday, November 10, 2022

  • 7:00 – 8:00 am – Continental Breakfast
  • 8:00 am – 12:00 pm – General Keynote Sessions featuring Michael Kitces, Robert Keebler, Heather Brilliant, and more
  • 12:00 – 1:15 pm – Lunch featuring an update from FPA CEO, Patrick Mahoney, and FPA President, Dennis J. Moore, MBA, CFP®
  • 1:15 – 5:00 pm – General Keynote and Breakout Sessions featuring Dr. David Kelly and more

CONTINUING EDUCATION

Continuing education credits will include an offering up to:

  • 6 hours of regular CFP® CE
  • 2 hours of CFP® ethics CE
  • 2 hours of CE for Ohio Insurance Providers
  • 2 hours of ethics CE for Ohio Insurance Providers
  • 6 hours of CE for self-reporting designations such as CPA, CWS
  • 2 hours of ethics CE for self-reporting designations such as CPA, CWS

REGISTRATION

Registration fees are the same for in-person or virtual attendance (you will indicate your attendance during registration). The in-person fee includes the welcome reception on November 9, breakfast and lunch of November 10, and continuing education credits as covered above. The virtual fee includes access via Zoom and continuing education credits as covered above.

Early Bird Regular ADD ETHICS
Members $150 $200 $25
Non-Members $200 $250 $50
Group Rate
(8 spots for the price of 7)
$1,050 $1,400 $175

Are you a full-time undergraduate student? Please email admin@fpacentralohio.org to inquire about a reduced student rate.

Click Here to Register

Please note you will need to create an account to register. If you are registering to attend or participate as a sponsor for the All-Ohio event, your contact information will only be used for that event and your information will not be shared.

HOTEL ACCOMMODATIONS AND VENUE INFORMATION

Hyatt Regency Columbus
350 N High Street
Columbus, OH 43215

There is a discounted rate of $189++ available to symposium attendees for the evenings of Wednesday, November 9 and Thursday, November 10. This rate is available until October 19, 2022.

Click Here to Book Your Hotel Room



 

NexGen: Tech Panel: NFTs, Blockchain, the Metaverse, and More! Joint YP Networking Event

Additional information, including registration available HERE

Networking Member Social

Network and socialize with your fellow FPA NEO members!

Free to FPA Members
Guests $10

Includes drinks and light appetizers

Masks will not be required at this event. You are encouraged to take precautions that make you feel most comfortable.


 

NexGen: Volunteer at the Cleveland Kids’ Book Bank (NEW DATE!)

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.

May 2022 Education Meeting

FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)


TOPIC #1: Health Insurance Planning
SPEAKER: Francie Dunlop and Dana Dunlop

About the Speakers: Francie Dunlop, president of Dunlop Health Insurance Services (DHIS), has been in the health insurance business for over 25 years. Francie has a talent for breaking down the basics and helping clients understand all options so each person can make the best decision for him/herself, regardless of age. Francie holds insurance licenses in the states of Ohio and Florida.

Dana Dunlop joined DHIS in 2019, prior to joining DHIS, Dana held a position as a banker in the finance industry. She is dedicated to providing a superior client experience and prides herself on taking a thorough approach to find the best solution for each individual client. Dana holds life and health insurance licenses in the state of Ohio. Dana lives in Twinsburg with her husband, three children, and the office greeter, Sherman.

TOPIC #2: Updates in the Property and Causality Insurance Industry
SPEAKER: Michelle Hirsch

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.

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:

IN PERSON: All attendees are encouraged to register in advance before noon 05/18/22 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 05/18/22 to avoid a no-show reservation billing of $10.00.

VIRUTAL: All attendees must register in advance before noon on 05/18/22. Virtual meeting cost is free for FPA members and $40 for non-members. You will receive login credentials the day before the event.

April 2022 Education Meeting

IF ATTENDING IN PERSON, PLEASE NOTE THE LOCATION!

FREE TO FPA MEMBERS ($60 for in-person non-members; $40 fee for virtual non-members)


TOPIC #1: Self-Directed Retirement Accounts for Further Diversification

SPEAKER: Ryan Fischer

About the program: Are you and your clients seeking further diversification beyond stocks and bonds? If so, you will be interested to learn the benefits and features of a self-directed IRA/401k as a means to hold assets that can further diversify portfolios beyond traditional stocks and bonds, all while growing them in tax advantaged accounts. There are a wide variety of assets that can be held in these types of accounts from real estate to private placements to precious metals, or even distressed mortgage notes. The presentation will share some of the how to’s, things to be aware of, types of investments, and what types of investors/clients might make a good fit for these types of accounts.

About the speaker: Ryan Fischer is a Villanova University graduate and fourth generation real estate investor. He is presently the Account Executive of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Ryan has implemented plans and managed millions of dollars in real estate transactions. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. Ryan’s unique background, education, experience, and empirical information relating to business, finance, technical requirements, and overall management makes him a key element in the success of his clients controlling their own financial future.

TOPIC #2: Wealth Planning Across Life Stages – Strategies for clients in three key generations    

SPEAKER: Jeffrey R. Brooks

About the Program: The tax planning strategies that are most relevant to a particular client vary depending on the client’s age, life stage and other contextual factors. Advisors can add significant value by recognizing the strategies that are most immediately relevant to their clients, and helping to implement these strategies on an individualized, context-sensitive basis. Join Jeff Brooks, a wealth strategist at Capital Group and former tax and estate planning attorney, as [she/he] explains the different planning strategies that should be top-of-mind for Millennial, Gen X and Baby Boomer clients, and how to evaluate these strategies based on individual client needs and circumstances.

About the Speaker: Jeffrey R. Brooks is a wealth strategist at Capital Group, home of American Funds. He has 25 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He received a juris doctor degree from the University of Missouri, Columbia and holds a bachelor’s degree in journalism (broadcast sequence), also from the University of Missouri, Columbia.  Jeff 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.

Registration for this event is now closed.