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Please note: These links will take you to FPA National's Web site.

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For FPA Members

Mission Statement:

FPA of Northeast Ohio is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

Chapter Highlights

Join us at our first 2012 breakfast program featuring two topics :

Date: Thursday, January 18, 2012

Gary Zwick, J.D., LL.M., CPA of Walter & Haverfield LLP

will present two programs:

Session #1 is approved for 1 CE for CFPs

"Planning for Estates Under $1 Million including

Planning for Distributions from IRAs and Pension Plans"

Session #2 is approved for 1 CE for CFPs

"Estate Planning with Annuities"

For more information... click her to register on-line

About FPA of Northeast Ohio Learn about how you can become involved...

Chapter Newsletter Learn more about upcoming chapter activities...

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Events and
Conferences

Coming Soon: FPA Business Solutions 2012!

Get the tools you need to build your practice. March 4-6, 2012, San Francisco, California

Your Practice
Your Clients

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.

Member Benefits:
Use Them

New! FPA-ActiFi Adviser Technology Report: Document Management Edition is now available to help you quickly spot the solutions that offer the best functionality, pricing, training, and other benefits to suit your business needs.

More details >