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.
NexGen events are for those FPA members who are age 36 and younger. They are held on various dates and times at varying locations.
Monthly Education Meeting: March 21, 2019
Topic #1: Seeing How We Think: Insights for Building Strong Connections
Topic #2: Retaining Heirs: How to Connect with Your Next Generation of Clients
Monthly Education Meeting: April 18, 2019
Topic #1: Overview of Annuities
Topic #2: Traditional Variable Annuities vs. Investment-Only Variable Annuities
Monthly Education Meeting: May 16, 2019
Topic #1: OPERS Update
Topic #2: Social Security Update
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!