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 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...