FPA NEO @FPANEO
Financial Planning Association of Northeast Ohio. Elevate the profession that transforms lives through the power of financial planning. #FPANEO fpa-neo.org Northeast Ohio Joined January 2010-
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Don't forget updates and resources posted regularly on our website - fpa-neo.org/updates-on-cov…
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FPA NEO presents "The Future of Work" with Chris Cavanaugh from @Vanguard_FA on May 28 - Register today! bit.ly/2zWxCKG
Join FPA NEO tomorrow to learn more about Advanced Annuity Planning with Mike Del Prince from @NAS_Nationwide Register today - bit.ly/2zUhzx4
FPA Northeast Ohio is happy to share virtual continuing education opportunities along with other resources and updates. bit.ly/3c015RP
Join us Thursday, March 10 for our next educational breakfast meeting! bit.ly/2TeGQrE
In a presentation about "Property & Casual Insurance For the Aging" attendees learned that 52% of consumers don’t understand their insurance policy! Thanks to @brunswickco for a great presentation!
In learning more about "Key questions women should be asking to navigate their financial futures" Leslie Geller @CapitalGroup shared: women, on average, make 26 referrals to their financial advisor over their lifetime, vs 11 referrals from men. Learn more bit.ly/397nWtT
Did you know 84% of all student loans are under $50k? FPA NEO members and guests learned this and other information during the "Anatomy of a Recession: What to Look for and Where We’re Headed" presentation at our January 16, 2020 monthly education meeting.
The SECURE Act has passed, some big takeaways are the elimination of stretch-IRAs and the RMD age has moved to age 72 from age 70.5. Learn more about the SECURE Act and view other past presentations on our website: fpa-neo.org/events/meeting…
Last chance to sign up for FPA NEO Annual Fall Symposium on October 24! Learn more and register: bit.ly/2kEFpWn
“Integrating Home Equity into Retirement Strategies: Legal, Tax, & Financial implications & Opportunities” presented by Hank Sanders from @aagreverse is our 2nd breakout session on October 24! Learn more and register: bit.ly/2kEFpWn
Ever wondered about “The Minds and Habits of Millionaires”? Join us October 24 as Steve Benjamin presents a breakout session at our annual Fall Symposium. Learn more and register: bit.ly/2kEFpWn
Last chance to sign up for the FPA NEO Fall Social next Tuesday, October 8, 2019. Hope you can join us! Learn more and register: bit.ly/2kskXbj
Don't forget to register for FPA NEO Annual Fall Symposium! Great speakers, content, networking, continuing education, and more! bit.ly/2kEFpWn
@CanduraGroup will once again join us to present afternoon sessions with CPF/Insurance Ethics CE. Don't miss out on this great opportunity to learn and gain valuable ethics credits. Learn more about and register: bit.ly/2kEFpWn
Next Week: FPA NEO NexGen Event on October 1 - don't miss out! Learn more and register: bit.ly/2lH2YOC
David Lebovitz will give you the latest "Guide to the Markets" at our Fall Symposium on October 24, 2019. Learn more and register: bit.ly/2kEFpWn
We'll be hosting our final social of 2019 on October 8! Learn more and register: bit.ly/2kskXbj
Don't miss out on hearing the latest from @MichaelKitces at our annual Fall Symposium. Learn more about Michael's sessions and register: bit.ly/2kEFpWn
Hope you can join FPA NEO at our fall social coming up October 8, 2019! Learn more and register: bit.ly/2kskXbj
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