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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 April 19, 2012 breakfast program featuring Brandon Smith

Date: Thursday, April 19, 2012

Brandon Smith, Public Affairs Specialist

Social Security Adminisration

will present:

"Pre-Retirement and Social Security"

Presentation has been applied for 2 CE Credits for CFPs

Brandon Smith sill cover information you may need to go over with your clients'

before retirement

*Retirement Benefits

*How Retirement Benefits are Figured

*How Work Affects Social Security

*Survivor Benefits

*Medicare

*Social Security Disability Insurance (SSDI)

*Supplemental Security Income (SSI)

Online Services

For more information and to register on-line click here

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

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Events and
Conferences

Coming Soon: FPA Experience 2012

Join us for the annual conference of the financial planning community September 29 – October 2, 2012 in San Antonio, Texas!

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.

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