February 2024 Education Meeting
FREE TO FPA MEMBERS ($65 for non-members)
TOPIC #1: Update on Ohio’s 529 – CollegeAdvantage
SPEAKER: Judith K. Cunningham
About the presentation: Learn how Ohio’s 529, CollegeAdvantage is helping make higher education more affordable for families. Learn how the program works, how it’s used and the latest program enhancements.
About the Speaker: As the PR/Community Outreach Manager, Judy is responsible for the management of all public relations and media relations associated with OTTA and Ohio’s 529, CollegeAdvantage. She’s responsible for various community outreach initiatives to help educate Ohioans regarding planning and saving for higher education. Judy is responsible for community outreach and brand awareness with various communities and other stakeholder groups around the state. Judy is the first and only Public Relations/Community Outreach Manager for the Ohio Tuition Trust Authority (OTTA) and Ohio’s 529, CollegeAdvantage. A native of Columbus, OH and a graduate of St. Francis DeSales High School. The older of two children and a graduate of Bowling Green State University with a major in Broadcast Journalism and a minor in mass communications. Judy and her husband Bob, reside in Worthington, OH.
TOPIC #2: Behavioral Finance: Client Engagement Strategies for Volatile Markets
SPEAKER: Mike Biondo
About the presentation: This presentation will cover discussions to help deepen client relationships, give clients more of a long-term investment mindset, and be less susceptible to emotion-led decisions. You can expect to learn more about historical market insights to provide context in a world of dire predictions and market volatility, investment strategies to help clients reach their holistic financial planning goals, and predictable and consistent client engagement strategies that deepen trust and connections.
About the Speaker: Mike is a Senior Advisor Consultant covering the state of Ohio and an Independent Chanel Player Coach for First Eagle. He joined First Eagle in 2010 as an external wholesaler covering the Pacific Northwest. Mike started his career in 2004 as an internal wholesaler with Lord Abbett covering wirehouses and regional firms. From 2007 to 2010 we was an external with Lord Abbett covering wirehouses and regional firms in Oregon and Alaska. Mike earned his B.S. in Communications and Media Studies from Fordham University in New York City and lives in Cincinnati with his wife and three kids.
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 02/13/24 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 02/13/24 to avoid a no-show reservation billing of $10.00.
About the presentation: In our Pathways to Growth: 2023 Advisor Benchmark Study, we surveyed more than 1,500 advisors to identify the behaviors and skills that helped drive double the growth at select practices. These higher impact activities fall into three categories advisors can look to as they seek to grow. Together we’ll learn more about the survey findings and identify potential areas of optimization for your practice.
About the presentation: ClearBridge Investments, a specialist investment manager of Franklin Templeton, designed the Anatomy of a Recession (AOR) program to deliver thoughtful perspective on the state of the US economy with concise, practical views updated every month. Our exclusive recession risk and recovery dashboards provide the statistical foundation of our perspective.
About the Speaker: Maxwell A. Trubiano is an Attorney with Cavitch Familo & Durkin. He practices in the Estate Planning Practice group. He advises individuals, families and businesses on estate planning, succession planning, estate and trust administration, and general business matters. Prior to joining Cavitch, Max graduated from the Cleveland-Marshall College of Law where he earned his Juris Doctor. While in law school, Max externed with the Cuyahoga County Probate Court. Max attended Miami University where he graduated from the Farmer School of Business receiving a degree in Accountancy with a focus in Business Legal Studies. Max is a native Clevelander and currently resides Downtown. He loves to experience all that Cleveland has to offer. His favorites include exploring the local food, art, and entertainment scene, and of course, cheering on the Browns, Cavs, and Guardians.
About the Speaker: Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’s founding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.Tom has over 25 years of transactional experience including an active and dynamic role in a family business. He has been honored nationally by Global M&A Networks Atlas awards as the 2018 Boutique Investment Banker of the Year, 2022 Boutique Investment Bank of the year, a Smart 50 leadership award winner by Smart Business, and Cleveland Crains top 500 Most Influential Leaders in Cleveland. Tom is an active civic leader and participates on several for profit and not-for-profit boards.
About the speaker: Andrew is a Senior Economist and a member 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, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. Andrew regularly presents economic commentary to financial professionals, CFA Societies, and Financial Planning Association (FPA) chapters across the United States. Andrew also provides research and analysis to Chief Economist Brian Wesbury, Chief Market Strategist Bob Carey, and First Trust CEO Jim Bowen. 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. Andrew received an MBA from Northwestern University’s Kellogg Graduate School of Management and a BA in Business and Economics from Hope College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.
About the speaker: Michelle Hirsch is the Sr. Vice President and third generation family business owner of Brunswick Private Client. Michelle attended Penn State University for her undergraduate degree and obtained her MBA from Case Western University. She also earned the industry’s highly regarded designation of CAPI (Certified Advisor in Personal Insurance) through the Wharton School of Business and Chubb Insurance. Her 18+ years of experience 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 clients better understand and protect their personal risk.