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Chapter Meetings

FPA of Northeast Ohio 2013 Program Calendar 

Date
Topic
Scheduled Speaker(s)
Venue/Time
Jan. 17, 2013

"To the Cliff and Beyond:
Estate, Gift and GST Planning From Here to Eternity"

Erica E. McGregor, Counsel
Tucker Ellis LLP

Susan L. Racey, Partner
Tucker Ellis LLP

Location:
Lockkeepers 8001 Rockside Rd.
Valley View, OH

Time:
8 - 11 a.m.

 

 
Feb. 21, 2013

"Tax Planning Update for 2013"
(2 CE Approved)
Howard J. Kass, CPA, Partner
Zinner & Co., LLP

Location:
Lockkeepers 8001 Rockside Rd.
Valley View, OH

Time:
8 - 11 a.m.
March 21, 2013

 

 

Part I:

"Crack the Code: Working With Women of Wealth"

 

 

Part II:

"2013 Economic and Real Estate Outlook:  Stepping Cautiously Into Uncertainty"
(1 CE Applied for)

 

 

Christine Miller, Strategic Relationship Consultant
 TD Ameritrade Institutional

 

Kevin White, CFA Senior VP, Investment Strategy & Research

Cole Real Estate Investments

 

Location:
Lockkeepers 8001 Rockside Rd.
Valley View, OH

Time:
8 - 11 a.m.

 

 
April 18, 2013

"Seniors in Transition"


Click Here To Register

 Connie Stone, CFP®, ATP
Stepping Stone Financial, Inc.

Rachel A. Kabb-Effron, Esq., Certified Elder Law Attorney
The Kabb Law Firm

 

Location:
Lockkeepers 8001 Rockside Rd.
Valley View, OH

Time:
8 - 11 a.m.
May 14, 2013 Joint FPA NEO Program with the Estate Planning Council of Cleveland
"Legislative Update"		 Matthew F. Kadish Location:
The City Club
850 Euclid Ave., Cleveland

Time:
12:00pm - 1:30pm

 

 

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