Webinar: Strategies for Maneuvering Through Volatility

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Webinar: Student Loan Debt Planning

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Webinar: Eldercare Planning

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Webinar: The Anatomy of a Recession: What to Look for and Where We’re Headed

About the Program: The Anatomy of a Recession (AOR) program is designed to help you stay on top of the business cycle, providing thoughtful insight through our exclusive recession risk and recovery dashboards. Updated monthly, AOR offers a concise, practical look at what the key indicators are saying about the United States economy and the potential impact on the equity markets from ClearBridge Investments.

About the Speaker: Corey Hardie is a Portfolio Specialist at ClearBridge. Corey joined ClearBridge in 2014 and has nine 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.

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: Tax Update: Hot Topics for 2021

About the Program: Now that the calendar page has turned to 2021, this presentation will cover some excellent strategies for income and estate tax planning in 2021. Topics will include retirement planning in general, Roth IRA’s, donor advised funds, Intentionally Defective Grantor Trusts (IDGT’s), Grantor Retained Annuity Trusts (GRAT’s), Charitable Lead Trusts (CLT’s), and an update on the latest and greatest tax proposals coming out of Washington.

About the Speaker: Scott J. Swain, CPA, CFA, CFP® has more than 28 years of experience working in the accounting and financial services industries, including 17 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.

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: Hope in a Time of Challenge: The Cleveland Foundation’s Response to Covid-19 and Racial Inequity Through Collaboration and Charitable Planning

SPEAKERS: Dale Robinson Anglin, Terri Bradford Eason, MBA, Sandy Lucas, Dave Stokley, JD

REGISTER HERE

About the Program: This year has been filled with upheaval, change and, ultimately, signs of hope in our nation and throughout Northeast Ohio.  Dale Robinson Anglin, Program Director for Youth and Health & Human Services at the Cleveland Foundation, will discuss how the Foundation and its community partners are responding to the challenges of COVID-19 and developing initiatives to advance Racial Equity and Inclusion.  Members of the Cleveland Foundation’s Gift Planning Team will explain how your clients can support these key initiatives using timely tax-wise charitable giving techniques.

About the Speakers:

Dale Robinson Anglin joined the Cleveland Foundation in May 2017 as a consultant, and was hired in October 2017 as Program Director for Youth and Social Services. For the past 11 years, she was Associate Director for Programs at the Victoria Foundation in Newark, NJ. Prior to her role at the Victoria Foundation, Dale served as Director of Resource Development for New Community Corporation in Newark, as the Executive Director of the Association for Public Policy Analysis and Management, and was a social analyst for the Congressional Research Service, both in Washington D.C. Dale earned a bachelor’s degree from Smith College, and a master’s degree from the Goldman School of Public Policy at the University of California, Berkeley. Dale served on the Community Foundation of New Jersey board for nine years and she currently serves on the Charlotte Newcombe Foundation board. She is originally from Chicago, IL and is excited about living back in the Midwest.

Terri Bradford Eason manages the Cleveland Foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC). Terri has served the nonprofit community as a director on several area nonprofit boards. Currently, she serves on the Board of Cleveland Hearing and Speech Center, Northern Ohio Charitable Gift Planners Council, Milestone Autism Resources, Inc., AKA Educational Advancement Foundation, Inc., and member of the Board of Trustees for Ohio North First Ecclesiastical Jurisdiction.  Terri is a member of the National Black MBA Association, Inc., NAACP, Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University. Terri resides in South Euclid, Ohio with her husband Clayton Eason, Sr. and their two sons.

Sandy Lucas joined the Cleveland Foundation as a Gift Planning Advisor in March 2020. She collaborates with individuals, families and their professional advisors to develop charitable giving strategies that meet donors’ philanthropic goals. She also helps the Cleveland Foundation’s organizational partners identify both current and deferred giving opportunities. Sandy previously worked at the Catholic Community Foundation, most recently serving as Director of Planned Giving. Earlier in her career, Sandy was a partner at Schneider, Smeltz, Ranney & LaFond, P.L.L., in Cleveland, focusing her practice in the areas of estate planning, charitable giving, probate and trust administration. Sandy received her Bachelor of Arts degree in history and English from John Carroll University and her law degree from Case Western Reserve University. She is a member of the Northern Ohio Charitable Gift Planners, the Estate Planning Section of the Cleveland Metropolitan Bar Association, the Estate Planning Council of Cleveland and the Lawyers Guild of the Catholic Diocese of Cleveland.

Dave Stokley joined the Cleveland Foundation’s Advancement team as a Gift Planning Advisor in July 2019. He focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options. In addition, Dave works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals. Prior to joining the Foundation, Dave ran The Cleveland Orchestra’s gift planning program for several years. Dave previously held positions at the Cleveland Museum of Art and Stark & Knoll LPA. Dave serves as the President of Northern Ohio Charitable Gift Planners and is also on the Board of Directors of the Cleveland Baseball Federation. Dave maintains memberships with the National Association of Charitable Gift Planners, Northern Ohio Charitable Gift Planners, and Estate Planning Council of Cleveland. He earned his law degree from Ohio State University following undergraduate work at Wittenberg University.

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 Member Social and Beer Tasting with Platform Brewery

When you RSVP, a variety 6-pack from Platform Brewery will be delivered to you. During the social we’ll have a guided tasting from a Platform team member. Your spouse, significant other or friend are more than welcome to join in the fun! You don’t want to miss this!

Registration for this event closed at 3:00pm ET on Friday, December 11.

If you were already registered and just need to complete payment, you can do that here

Questions? Email admin@fpa-neo.org


 

Symposium Series Week 5: Keep Calm and Carry On

Each Thursday morning during the month of October FPA NEO will be hosting a webinar as part of the Symposium Series 2020! We hope you will join us for all or some of the sessions!


Speaker: Strider Elass

About the session: The longest economic recovery ever recorded came to a quick close in early 2020 as COVID-19 and mandated shutdowns wrought havoc on the US economy. What followed was the steepest, shortest recession in history, leading to unprecedented fiscal and monetary action. There is no shortage of worries — the looming US presidential election, massive debt and deficits, unprecedented government spending, high unemployment, among many others.  Strider will help put these into perspective and show why First Trust believes the next 10 years will be some of the best ever.

About the speaker: Strider is a Senior Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries and producing articles for the First Trust Economics Blog. Out of a panel of over 100 economists, investment strategists and housing market analysts, the First Trust Economics Team was awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics in 2012, 2013, 2014 and again most recently in 2015 for accurate home price predictions. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.* 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. Beyond his research responsibilities, Strider speaks regularly at broker and retail events around the country and abroad. Strider received a BA in Business and Economics from Wheaton College. He is currently a candidate in the CFA Program.


1 hour Continuing Education – FPA NEO will request credit for this program from the CFP® Board of Standards for CFP® designation holders and from the Ohio Department of Insurance. 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 – All attendees must register in advance to ensure there is time to receive appropriate webinar login credentials.

Pricing:

Member Non-member
Individual course $25 $35

Prior to each event you will receive Zoom webinar login credentials from admin@fpa-neo.org.


REGISTER HERE

Symposium Series Week 4: Ethics

Each Thursday morning during the month of October FPA NEO will be hosting a webinar as part of the Symposium Series 2020! We hope you will join us for all or some of the sessions! This week will feature Dan Candura with an ethics presentation and additional hour of ethics for those who need it. 


Speaker: Daniel Candura

Topic 1 (9:00-10:45am): “CFP Ethics: New Standards for a Fiduciary World”

About topic 1: The CFP Board’s new Code of Ethics and Standards of Conduct, which guides the work of CFP® professionals, took effect on October 1, 2019 and is now enforceable by CFP Board. The new Standards add greater rigor to the CFP certification requirements, enhancing the value you bring to your clients. Using polls, videos, and case studies, a subject-matter expert will help you:

  • Identify the structure and content of the revised code and standards, and grasp the significant changes
  • Act in accordance with the CFP Board’s fiduciary duty
  • Apply the standards in your financial planning practice
  • Recognize situations when specific information must be provided to a client
  • Recognize and avoid, or fully disclose and manage Material Conflicts of Interest

Topic 2 (11:00am-12:00pm): “Insurance Producers & Fiduciary Duty”

About topic 2: The course will use case studies and interactive polling to help participants understand how CFP Board’s Requirement to act as a fiduciary whenever offering advice aligns with their duties as insurance producers. The course is intended for producers who are also CFP® Professionals.

About the speaker: Daniel Candura is the founder of Candura Group, which provides ethics training in the U.S., Canada, Europe, and Australia through in-person courses and webinars. Previously he was president of PennyTree Advisers, where he provided personal financial planning for consumers and litigation support for attorneys. He holds the title of CFP BOARD EMERITUSTM. Mr. Candura taught financial, insurance, and retirement planning at the Sawyer School of Business at Suffolk University. He appeared in the PBS documentary “Retirement Revolution.” He has been profiled in The Journal of Financial Planning and quoted in numerous publications. He wrote a monthly column for Investment News concerning ethical issues for advisors. He served on the Board of Directors of The Certified Financial Planner Board of Standards and is a former chairman of the Board of Professional Review. Mr. Candura served as a CFP® Ambassador for the Boston area and a FINRA arbitrator. He is a member of the Financial Planning Association, and a retired NAPFA registered financial planner.


Up to 3 hours Continuing Education –  FPA NEO will request 2 hours of ethics credit (for topic 1) from the CFP® Board of Standards for CFP® designation holders and 3 hours of ethics credit (for topics 1 and 2) from the Ohio Department of Insurance. 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 150 minutes of programming to receive credit. There will be periodic questions throughout to confirm attentiveness. 

Reservation Policy – All attendees must register in advance to ensure there is time to receive appropriate webinar login credentials.

Pricing:

Member Non-member
Ethics only (October 22) $65 $105
Individual course (not ethics) $25 $35

Prior to this event you will receive GoToWebinar login instructions from admin@fpa-neo.org.


REGISTER HERE

Symposium Series Week 3: 8,000 Days ─ An Entire Phase of Your Life Waiting To Be Invented

Each Thursday morning during the month of October FPA NEO will be hosting a webinar as part of the Symposium Series 2020! We hope you will join us for all or some of the sessions!


Speaker: John Diehl, CFP®, CLU®, ChFC®, Senior Vice President, Applied Insights (brought to you by Hartford)

About the session: For decades, retirement had a clear definition: It was life after work. Today, however, retirement takes a more ambiguous form. Now, it may mean employment remaining constant, dropping to part-time, or even leading to a career change. The future holds an array of options in what to do, where to live, and with whom we should spend our time. Unlike past generations, that period is no longer a relatively brief one at the end of our lives. Clients are excited about what lies ahead, imagining endless days devoted to golf, grandchildren, and travel. But chances are retirement will be a bit different than that. The idea of this time as a brief period of relaxation and reward is a misconception. But for some people, that story is a difficult one to craft alone. Getting a better sense of what lies ahead and how to map it all out can be a remarkably helpful means of putting a framework together for clients to tell their own tale.

About the speaker: John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab. John joined the company in 1988 and was promoted to assistant vice president in 1991 and vice president in 1997. He was named senior vice president in 2007, while he led the Retirement and Wealth Consulting Group, which was responsible for building awareness and knowledge of retirement challenges and the latest planning strategies to address them. In 2012, John was named Senior Vice President, Strategic Markets; in this role, he devotes his efforts to serving the needs of financial advisors and their clients. John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics. John attended Moravian College in Bethlehem, Pennsylvania, where he earned a bachelor’s degree in economics. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1991. In addition, he holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He is also FINRA Series 6, 7, 63, and 26 registered and holds a life and variable insurance license.


Continuing Education – FPA NEO will request credit for this program from the CFP® Board of Standards for CFP® designation holders and from the Ohio Department of Insurance. 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. There will be periodic questions throughout to confirm attentiveness. 

Reservation Policy – All attendees must register in advance to ensure there is time to receive appropriate webinar login credentials.

Pricing:

Member Non-member
Ethics only (October 22) $65 $105
Individual course (not ethics) $25 $35

Prior to each event you will receive Zoom webinar login credentials from admin@fpa-neo.org.


REGISTER HERE