February 2022 Education Meeting

Education Meeting

February 24, 2022

8:00 am - 11:00 am

Location: Embassy Suites by Hilton Cleveland Rockside, 5800 Rockside Woods Blvd N., Independence, OH 44131


TOPIC #1: Estate Planning Concepts and Considerations
SPEAKER: Joel D. Cavanaugh

About the Program: This presentation will walk the attendant through basic and more complex concepts and considerations that are involved with estate planning.  In addition to a basic understanding of the documents and concepts involved with estate planning, we will also discuss more complex issues involved with planning, such as probate versus non-probate classifications, estate-tax considerations, long-term care planning, and other relevant considerations that go into developing and constructing an estate-plan that works for the client.

About the Speaker: Joel D. Cavanaugh graduated from the University of Akron with a Bachelor’s Degree in English and attended the University of Akron School of Law, where he graduated Summa Cum Laude.  He practices in the area of estate planning, estate and trust administration, real estate, and general corporate matters.  Attorney Cavanaugh is a partner at Hanna, Rasnick, Evanchan, Palmisano, Hobson & Fox in Akron, Ohio.

TOPIC #2: Creative Options for Successful Long Term Care Insurance Planning
SPEAKER: David J. Seiger  

About the Program: The presentation will cover the state of the LTC Insurance market to include traditional LTC, Linked Life/LTC, Annuity/LTC, and Life Insurance with Acceleration for Long Term Care.  Planning tools to position and pay for LTC Insurance.  The more critical need for LTC Insurance planning in a post-Covid world.

About the Speaker: For more than 25 years, David Seiger has focused his career on a commitment to preserving client’s assets and choice for care as they age. As a young attorney, David saw how a failure to plan for the cost of care can eat through a person’s assets, only to rely on family or Government assistance.  David pivoted his career to develop and insurance practice that focuses on protecting individuals and families at the most vulnerable point in their lives. A licensed agent, David is a graduate of Touro College in New York and the University of Baltimore School of Law.  He is the vice-president of Long Term Care insurance marketing and a Senior Health Specialist with the Berson-Sokol Agency, Inc. in Cleveland, Ohio.  David frequently writes articles and lectures about the importance of long term care insurance.

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 and one credit from the Ohio Board 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.

Registration is now closed for this event. Please email admin@fpa-neo.org with questions.

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