FPA NEO

There is still time to register for the the annual FPA NEO Symposium scheduled for next Thursday, October 21, 2021 at Corporate College East. Featuring thought leaders Michael Kitces, Leon LaBrecque, Dan Candura, and more, this is one you won't want to miss. Up to 6 hours of CFP/Insurance CE available, including 2 hours of CFP ethics.

Fall Symposium 2021 | Financial Planning Association of Northeast Ohio Fall Symposium 2021October 21, 20217:30 am - 5:00 pmLocation: Corporate College EastREGISTER NOW   REGISTRATION FEES In Person Virtual Member $195 $175 Non-Member $245 $225 Student $95 $75 CONTINUING EDUCATION FPA NEO has requested approval to provide credit for these programs, which will total six...

Last chance to register for "The Future of Work" taking place tomorrow morning via Zoom. This program is complimentary an offers CFP CE!

Virtual Education Program – The Future of Work – Financial Planning Association of Northeast Ohio Virtual Education Program – The Future of Work May 28, 20209:00 am - 10:15 amLocation: ZOOMTOPIC: The Future of Work SPEAKER: Christopher C. Cavanagh, CIMA About the Program: Vanguard’s “Megatrends” is a research effort that investigates fundamental shifts in the global economic landscape th...

Last change to register for "Advanced Annuity Planning" taking place tomorrow morning via Zoom!

Virtual Education Program – Advanced Annuity Planning – Financial Planning Association of Northeast Ohio Virtual Education Program – Advanced Annuity Planning May 21, 20209:00 am - 10:15 amLocation: ZOOMTOPIC: Advanced Annuity Planning SPEAKER: Mike Del Prince, CFP®, CLU® About the Program: The presentation highlights planning opportunities with various types of annuities which were made possible t...

FPA NEO partners have been sharing free CE resources for you! Check them out now...

Updates and Resources in response to COVID-19 | Financial Planning Association of Northeast Ohio Due to continued advisement against hosting large gatherings, FPA NEO has cancelled events through at least May 30, 2020. Therefore, the Thursday, May 21, 2020 Monthly Education Meeting has been cancelled. We are planning to host some virtual events in the coming months, so keep an eye out for addit...

Join us May 21 or May 28 for an education session via webinar. These are complimentary sessions that both offer 1 hour CFP CE! Register TODAY!

Events | Financial Planning Association of Northeast Ohio TOPIC: Advanced Annuity Planning SPEAKER: Mike Del Prince, CFP®, CLU® About the Program: The presentation highlights planning opportunities with various types of annuities which were made possible through amendments to the Internal Revenue Code via Revenue Ruling and Private Letter Ruling and also...

Don't forget to visit our resources page often for additional free CE offerings and other updates from your chapter and national FPA!

FPA Northeast Ohio looks forward to hosting our first virtual event! Please join us for updates from your local chapter, then enjoy a quality education program, which includes 1 hour of CFP CE. Learn more and register!

Virtual Education Program – Advanced Annuity Planning – Financial Planning Association of Northeast Ohio Virtual Education Program – Advanced Annuity Planning May 21, 20209:00 am - 10:15 amLocation: ZOOMTOPIC: Advanced Annuity Planning SPEAKER: Mike Del Prince, CFP®, CLU® About the Program: The presentation highlights planning opportunities with various types of annuities which were made possible t...

Hope you're all staying well!

Read the update from Andrea Seidt, Ohio Securities Commissioner, Ohio Department of Commerce regarding
H.B. 19 signed by Governor DeWine on Friday, March 27.

Updates and Resources in response to COVID-19 | Financial Planning Association of Northeast Ohio As a reminder, FPA NEO has suspended all in person events through at least April 30, 2020. Therefore, the Thursday, April 16, 2020 Monthly Education Meeting has been cancelled. FPA NEO continues to monitor the public health response to and guidance about the coronavirus disease 2019 (COVID-19). The....

FPA members can earn additional CFP CE credit after reading the award-winning, peer-reviewed Journal of Financial Planning and Financial Services Review. Print versions of the Journal of Financial Planning exams are published at the back of each issue. Financial Services Review exams are available at the back of each digital issue, accessible through the online JFP digital edition or through the JFP app. To receive credit, members must complete the exam and submit online. It typically takes 5-7 business days for these credit hours to be added to your CFP Board account.

Financial Planning Association FPA | fpa FPA members can earn additional CFP CE credit after reading the award-winning, peer-reviewed Journal of Financial Planning and Financial Services Review. Print versions of the Journal of Financial Planning exams are published at the back of each issue. Financial Services Review exams are avai...

Many of our valued partners have offered continuing education resources so you can continue your professional development while we're unable to meet in person.

Updates and Resources in response to COVID-19 | Financial Planning Association of Northeast Ohio As a reminder, FPA NEO has suspended all in person events through at least April 30, 2020. Therefore, the Thursday, April 16, 2020 Monthly Education Meeting has been cancelled. FPA NEO continues to monitor the public health response to and guidance about the coronavirus disease 2019 (COVID-19). The....

FPA Northeast Ohio is happy to share virtual continuing education opportunities along with other resources and updates. https://www.fpa-neo.org/updates-on-covid-19/