Upcoming Chapter Meetings and Events



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!