Monthly education meetings are held on the 3rd Thursday of the month from 8:00 – 11:00 am at the Crowne Plaza Cleveland South and include breakfast and 2 hours of CFP®/CPA CE unless otherwise noted.
Member socials will be held on the 2nd Tuesday of the month from 4:30 – 6:00 pm in March, July and October at varying locations.
Monthly Education Meeting: January 17, 2019
TOPIC #1: Anatomy of a Recession: What to Look for and Where We’re Headed
SPEAKER: Corey Hardie
TOPIC #2: Reaching New Heights
SPEAKER: Alan Mallory
Monthly Education Meeting: February 21, 2019
Member Social: March 12, 2019
Monthly Education Meeting: March 21, 2019
Monthly Education Meeting: April 18, 2019
Monthly Education Meeting: May 16, 2019
Member Social: July 16, 2019
Monthly Education Meeting: September 19, 2019
Member Social: October 8, 2019
Education Meeting: TBD November 2019 (Special location)
Fall Symposium: October 24, 2019
This annual event consists of a full day of quality continuing education and networking with fellow FPA Northeast Ohio financial planning professionals and nationally renowned speakers. Participate with experts from around the country on timely topics that affect you and your practice!