Chapter Meetings

Financial Planning Association / Northeast Ohio Chapter

March 20, 2014 Breakfast Program
Lockkeepers, Valley View
8 - 11 AM

Two CE for CFP® applied for:

"Retirement Planning with Safe Withdrawals"
Presented by:  David M. Zolt, CFP®, EA, ASA, MAAA
Westlake Advisors

"Thinking Beyond Social Security Maximization"
Presented by:  Matthew S. Olver, CFP®
Spero-Smith Investment Advisers, Inc. 

Click here to register

 

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