Resources for FPA NEO members during COVID-19 & update on events

March 23, 2020

Dear FPA Northeast Ohio members and friends:

FPA NEO continues to monitor the public health response to and guidance about the coronavirus disease 2019 (COVID-19). The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events.

As Governor DeWine announced on March 12, 2020, all events larger than 100 are banned and, on based on recommendations from the Centers for Disease Control, FPA NEO will suspend all in person events through at least April 30, 2020. Therefore, the Thursday, April 16, 2020 Monthly Education Meeting has been cancelled. We will do our best to reschedule the speakers who were planning to present at both the March and April breakfast meetings and appreciate their flexibility and understanding.

We understand that a lot of you count on our monthly meetings for continuing education credits. FPA NEO is not planning to host any virtual events at this time, but many of our valued partners have provided links to upcoming webinars that do qualify for a variety of continuing education, including CFP® CE.

CFP® CE Available

Capital Group
Upcoming Webinar and CE resources include…
Weekly Webinar Series: “Volatility 2020: Weathering the Storm” More Information and Registration
General CE Credit Center – View Here
RIA CE Credit Center – View Here

TD Ameritrade Institutional – More Information and Registration
Upcoming and On Demand webinar topics include…
“Options Strategies for the Long Term”
“Technical Analysis: Flow of Funds”
“Enhancing Exit Strategies with Options”
“Contrarian Technical Indicators”
“State of the Market from a Technical Lens”
“Selling Cash-Secured Puts for Income of Stock Acquisition”
“Determining Trends and Targets Using Price Patterns”

Journal of Financial Planning & Financial Services Review CFP CE Exams
FPA members can earn additional CFP CE credit after reading the award-winning, peer-reviewed Journal of Financial Planning and Financial Services Review. Print versions of the Journal of Financial Planning exams are published at the back of each issue. Financial Services Review exams are available at the back of each digital issue, accessible through the online JFP digital edition or through the JFP app.  To receive credit, members must complete the exam and submit online. It typically takes 5-7 business days for these credit hours to be added to your CFP Board account.
CE Exams and Digital Editions Available HERE

Additional Program Option (no CE)
Harbor Funds
“Harbor COVID-19 Update”
Tuesday, March 24, 2020; 4:00 pm ET
Click Here to Join the Meeting via Microsoft Teams
Dial-in instructions: +1 872-215-5208; Conference ID: 787 531 261#

Please contact FPA NEO Chapter Executive, Lauren Smigelski, at 216-298-9095 or via email at admin@fpa-neo.org with questions. Although the physical FPA NEO office is now closed, Lauren remains available through phone or email.

The health and safety of all those in the FPA NEO community is very important to us and we wish you continued health and wellness in the coming months.

Thank you,
FPA NEO Board of Directors

COVID-19 and FPA NEO, a Message from the Board of Directors

March 12, 2020; 5:00 pm

Dear FPA NEO Members and Friends:

The Financial Planning Association of Northeast Ohio (FPA NEO) is monitoring the public health response to and guidance about the coronavirus disease 2019 (COVID-19). The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events.

As Governor DeWine announced March 12, 2020, all events larger than 100 are banned until at least the beginning of April. 

Due to this restriction, we have cancelled our upcoming meeting scheduled for Thursday, March 19, 2020. If you registered as a guest you will not be charged the registration fee. If you registered anyone for this event, please forward this message to them.

Please contact FPA NEO chapter executive, Lauren Smigelski, at 216-298-9095 or via email at admin@fpa-neo.org with questions.

The health and safety of all those in the FPA NEO community is very important to us and we wish you continued health and wellness in coming months.

Thank you,
FPA NEO Board of Directors

March 12, 2020; 9:00 am

Dear FPA NEO Members and Friends:

The Financial Planning Association of Northeast Ohio (FPA NEO) is monitoring the public health response to and guidance about the coronavirus disease 2019 (COVID-19).  The board of directors, in cooperation with our staff team, is following appropriate state and national guidance about managing business events, which includes information from the Centers for Disease Control (CDC), World Health Organization, U.S. State Department, etc.

At this time, we plan to continue hosting our events as planned, but retain the right to cancel any events or meetings if doing so is in the best interest of the health of the attendees/members.

It is recommended that all event attendees follow their respective national health agency travel guidance, as well as personal preference. If an event or conference cancellation is warranted, we will communicate this cancellation via email to registered members and guests and place notice on the association’s website.  Please make sure that your contact information, and that of your guests, is current with our staff office.

In addition, we recommend the following practices while together at meetings and events:

  • Limit or refrain from shaking hands
  • Frequently and thoroughly wash hands with soap or alcohol-based sanitizer
  • Cover mouth and nose with your bent elbow or a tissue when coughing, sneezing/etc.
  • Avoid touching eyes, nose, and mouth
  • Avoid close contact with anyone showing symptoms of respiratory illness
  • Stay home and/or refrain from travel if you don’t feel well

We welcome your questions and encourage you to reach out to me or our staff team. Your patience and flexibility during this unprecedented time is appreciated.

Sincerely,

Marissa Beyer, CPF®
FPA NEO President
mbeyer@truewealthdesign.com

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