Calendar of Events
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Meetings are usually held the 3rd Thursday of the month. It is our goal to have the regular monthly meetings qualify for OH insurance licensing, CPE and CFP® credits. Practice management sessions will preceed some of the regular meetings. The August meeting is replaced by the annual golf tournament. The Code of Ethics course is held once every year. For detailed information on a monthly meeting, click directly on the meeting topic. If you have in mind a topic or a potential speaker that would be appropriate for our educational meetings, or if you are a speaker who has a message for our group, please contact Mark McCandless, Program Committee Chair, at 216-831-4900 or by e-mail to mmccandless@ravfinancial.com. |
Click On the Program Title When
it's a Blue Hyperlink to Register Online | |
2008 Meetings and Topics
| January 17, 2008 | "A Safari through the Land of Estate Tax Payments" & "Zen and the Art of GRATS", Atty. Stephen H. Gariepy, Hahn Loeser & Parks, LLP 2 CE approved for CFPs/CPAs Click Here for a PDF of the Registration Form NEW LOCATION: HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. | February 21, 2008 | "Legal Concerns and Other Practical Issues Facing Clients in End of Life Decision-Making", Shannon Fogarty Jerse, Associate Regional Counsel Cleveland Clinic Reg. Hospitals HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. |
March 3 - 5, 2008 | FPA Business Solutions 2008 (FPA's Advanced Business Management Conference) Westin O'Hare, Chicago, IL
| March 20, 2008 | "Prudent Practices for Fiduciary Advisers", Mario Giganti, CPA, CFP®, AIFA® HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. |
April 17, 2008 | "Fixed Annuity Pricing and Rate Setting", Robert L. Vance, Vice President, Lincoln Benefit Life Company HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. |
May 15, 2008 | "Asset Based LTC", Leah Glowacki-Bishop, MBA; Genworth Life and Annuity Insurance Company HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. |
| May 31 - June 4, 2008 | FPA Retreat 2008 (FPA's Annual Intimate Gathering)
"Retreat is not your average conference — it is as much about connecting and conversation as it is about advanced education and pushing the boundaries of financial planning. The Retreat 2008 program task force is currently working to assemble an extraordinary program. Because of the strong focus on the "Retreat experience," attendance is limited. Most Retreats sell out, so act now to reserve your spot at Retreat 2008!" (Source: FPA Retreat Webpage) Ft. Lauderdale, FL | June 2008 | Possible Golf Outing Under Board Consideration | July 2008 | No Programming |
| August 2008 | No Programming |
| September 18, 2008 | "Consequences of Unethical Conduct", 2 CE for CFP Ethics approved Presented by Gary A. Morris, CFP®, CLU, CIMC®, AIF® and "How the Media Manipulates the News" (What to Do When Mike Wallace Knocks on the Door) Presented by Bruce M. Hennes HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. |
| October 4-7, 2008 | FPA Boston 2008 (FPA's Annual Convention & Exposition)
To stay competitive and position yourself for the future, FPA's annual convention is a must-attend for all financial planning professionals. FPA Boston 2008 is the annual gathering for professionals in the worldwide financial planning community -- and it's a total learning experience. The annual convention and exposition offers more choices for attendees to learn, connect with other professionals, build their businesses, and ultimately, help their clients. FPA Seattle 2007 delivers education, access to resource providers, continuing education credits, and a chance to take a step back from the day-to-day. Attendees will have the opportunity to talk with colleagues, meet with experts in the profession, get practical advice that they can readily apply to their businesses, and take home real solutions that enhance their success! Boston Convention and Exhibition Center, Boston, MA |
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October 6-12, 2008 |
Financial Planning Week | October 27, 2008 | Symposium 2008 -- This is the Link to go to the Symposium Information Page on the North East Ohio FPA Website. You will find both a Registration Form in PDF and links for Online Registration. LaCentre, Westlake / 7:30 a.m. to 5:00 p.m. |
November 20, 2008 | Speakers & Topics to be Announced
HOLIDAY INN INDEPENDENCE, 6001 Rockside Road, Independence, OH 44131; 8:00 - 11:00 a.m. |
December 2008 | No Programming |
For your reference, here is the listing of our 2007 Meetings and Topics
| January 18, 2007 | "The World of College Financial Aid Planning:
Effective Steps & Strategies in Counseling Families", Stuart Smylie, Founder and President of College Financial Advisors of America, Inc. "Tax Update For Planners", Mark J. McCandless, CPA, CFP®, CIMC, RAV Financial Services, LLC Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. | February 15, 2007 | "'VALUE ADDED' ADVISORS:
Philanthropic Planning and the Value Added Advisor", Constance Pollock J.D.,
Hahn & Pollock, LLC "Income Taxation of Life Insurance Benefits", Richard M. Arceci J.D., CPA Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
March 15, 2007 | "Social Security -- What it is Today and What the Future Holds"(1 CE Will be applied for CFP/CPAs), Ron Dudik "Succession Planning for Clients: Where It All Starts", Neil R. Waxman (1 CE Will be applied for) Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
April 19, 2007 | LTCI Premiums -- The Good, The Bad and The Ugly
Mark M. Randall, Randall Training Schools (2 CEs Approved for CFPs / CPAs; 2 CE Ohio Insurance - Pending Approval) Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
May 17, 2007 | "The Changing Nature of Personal Risk / Addressing Red Flags", Kim Banks, Chubb Group of Insurance Companies (1 CE Will be applied for)
"The U.S. Economy and Monetary Policy", Mark S. Sniderman, Cleveland Federal Reserve Bank (1 CE Will be applied for) Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
June 2007 | No Programming | July 2007 | No Programming |
| August 2007 | No Programming |
| September 20, 2007 | "Ethics Program -- From Prominence to Prison: Why Smart People Do Such Dumb Things", Patrick Kuhse, Speaking of Ethics; 2 Hours Ethics CE for CFPs Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
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October 1-7, 2007 |
Financial Planning Week | October 29, 2007 | Symposium 2007 -- "Click Here to Register for the 2007 Symposium" LaCentre, Westlake / 7:30 a.m. to 5:00 p.m. / With Featured Speakers: Natalie Choate, JD • Michael Kitces, CFP®,CLU,ChFC,RHU, REBC • Kathryn Kilpatrick, MA,CCC,SLP • Michael Zmistowski, RFC® |
November 15, 2007 | "Regarding The Growth of Exchange Traded Funds", Speaker: Michael McClary, ValMark Securities, Inc. "Financial Fraility: Planning for Your Senior Clients", Terry Donner Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
December 2007 | No Programming |
For your reference, here is the listing of our 2006 Meetings and Topics
| January 19, 2006 | "Family Business Misstakes", Roger J. Warrum,
President of the National Center for Family Business in Hudson, Ohio. Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. | February 16, 2006 | Current Thinking on Family Limited Partnerships, Gary A. Zwick, Attorney at Law, CPA; Walter & Haverfield, LLP
Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
March 16, 2006 | Fiduciary Opportunities and Responsibilities in the Present Investment Environment, Mario Gigante, CPA, CFP®, AIFA Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
April 20, 2006 | Long Term Care and Disability Insurance, Howard Klebanow - Skylight Financial Group
Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
| May 4 - 7, 2006 | FPA Retreat 2006 (FPA's Annual Intimate Gathering)
"The Retreat 2006 theme is “connections.” Rather than dividing content into separate lumps of information, we have compiled a program that is truly connected. At its most basic level, we will not only help you connect the highly technical to the highly practical, we will also help you connect the highly relational to the highly practical. This will be a bridging of the left and right brain into a whole planner." (Source: FPA Retreat Webpage) DoubleTree Paradise Valley Resort in Scottsdale, Arizona | May 18, 2006 | "Making the New Retirement Work for Your Clients -- and You", Diane Savage, CFP®, CRC® - Goodlife
"Building a Successful Referral System", David Levy - Corporate Support Service Group Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
June 28, 2006 | Golf Outing at Cherokee Hills Golf Club in Valley City, Ohio -- Click Here for Flyer to Register Your Group! | July 2006 | No Programming |
| August 2006 | No Programming |
| September 21, 2006 | "From Prominence to Prison: Why Smart People Can Do Such Dumb Things", Patrick Kuhse; 2 Hours Ethics CE for CFPs Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
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October 2-8, 2006 |
Financial Planning Week |
| October 21 - 24, 2006 | FPA Nashville 2006 (FPA's Annual Convention & Exposition)
To stay competitive and position yourself for the future, FPA's annual convention is a must-attend for all financial planning professionals. FPA Nashville 2006 is the annual gathering for professionals in the worldwide financial planning community -- and it's a total learning experience. The annual convention and exposition offers more choices for attendees to learn, connect with other professionals, build their businesses, and ultimately, help their clients. FPA Nashville 2006 delivers education, access to resource providers, continuing education credits, and a chance to take a step back from the day-to-day. Attendees will have the opportunity to talk with colleagues, meet with experts in the profession, get practical advice that they can readily apply to their businesses, and take home real solutions that enhance their success! Gaylord Opryland Resort and Convention Center, Nashville, TN | October 30, 2006 | Symposium 2006 -- Click the Link to go to the Symposium Information Page on the North East Ohio FPA Website or Click Here for Online Registration When a Hyperlink La Centre, 25777 Detroit Road, Westlake; 7:30 a.m. to 5:00 p.m. |
November 16, 2006 | Estate Planning in Ohio, Speaker: Attorney James M. Mackey; Walter & Haverfield Lockkeepers, 8001 Rockside Road, Valley View, OH 44125; 8:00 - 11:00 a.m. |
December 2006 | No Programming |
Special Events
• Watch This Space!!!
We will have other organizations events listed here (with links to websites when
available) which
may of interest to you, our membership. CE credits may
be available depending on the program
and your needs.
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Office: 440-899-5055 • Fax: 440-899-1010
• Email: fpaneo@aol.com
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