Summer Social 2024

Network and socialize with your fellow FPA NEO members!

Merwin's Wharf

Free to FPA Members
Guests $15

Includes drinks and light appetizers.

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

NexGen: Guardians Game 2024

Join FPA NEO NexGen group for a fun evening as the Cleveland Guardians take on the Baltimore Orioles.

All attendees MUST REGISTER IN ADVANCE by Friday, July 26, 2024 at noon. If you reserve and are unable to attend, please call the office to cancel by noon 07/26/24 to avoid being charged for your ticket.

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

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 – AB Muni Market Update 2024


You will receive Zoom information 24 hours before program. 

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

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


TOPIC #1: 2024: Coming Back to Reality
SPEAKER: Strider Elass

About the presentation: One word that sums up the last few years would be “unprecedented”. The longest economic recovery on record came to an abrupt close in early 2020as fear of COVID-19 led to mandated shutdowns that wrought havoc on the U.S. economy. What followed was the steepest, shortest recession in history, leading to extraordinary fiscal and monetary interventions that created an economy on steroids. Are the tides turning? Has the stimulus worn off? Is inflation in the rearview mirror? Strider will help put the current state of affairs in perspective and also show why the next 10 years could be some of the best ever.

About the speaker: Strider is Senior Economist and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade plus. At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Strider’s contribution to the team’s success goes beyond his research responsibilities. He is also a highly sought-after speaker and regularly presents at broker and retail events across the country and abroad, sharing his expertise with a wide audience.

TOPIC #2: Washington Update:  Election Year + Tax and Estate Planning = Hopes, Fears and Existential Dread
SPEAKER: Matthew F. Kadish 

About the presentation: We will cover recent and possible 2024 legislation, the political landscape leading into the November elections, and how the election results may affect legislation in lame duck and 2025.

About the Speaker: Matt’s practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and offshore voluntary disclosures, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt has spoken nationally on various tax and estate planning related topics. He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC).  Chambers has rated Matt in “Band 1” for High Net Worth, Private Wealth (2019-date).  Best Lawyers in America named him Cleveland Tax Law “Lawyer of the Year” for Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017, and 2022-2024), and Trusts and Estates (2018). Ohio Super Lawyers ranks Matt in the Top 100 Lawyers in Ohio and Top 50 Lawyers in Cleveland. Since 2012, in his abundant free time, Matt has served as CEO of the Small Business Council of America (SBCA), the voice of privately-owned business in Washington, D.C. on income and estate tax, benefits and health care matters

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 05/15/24 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 05/15/24 to avoid a no-show reservation billing of $10.00.