Chapter Meetings



FPA of Northeast Ohio 2012 Program Calendar 

 

Date
Topic
Scheduled Speaker(s)
Venue/Time
January 19

"Planning for Estates Under $1 Million including Planning for Distributions from IRAs and Pension Plans" (approved for 1 CFP CE)

"Estate Planning with Annuities" (approved for 1 CFP CE)

For more information...

Gary Zwidk, J.D., LL.M., CPA with Walter & Haverfield LLP

Time:
8 - 11 am

Location:
Lockkeepers

February 16

 

"Residential Real Estate Lending Today"                                      (approved for 2 CFP CE)                    

For more information

 

 

Douglast R. Hastings Private Banking Officer Dollar Bank

Time:

8 -11 am

Location:

Lockkeepers

March 15

Two topic offered at our March 15 program

"Frozen in the Headlines"(1 CE for CFPs approved)

"Retirment redefined: 

Income planning of the modern retiree" (1 CE for CFPs approved)

Lary Sinsimer

Senior Vice President

Fidelity Investments

Time:

8 - 11 am

Location:

Lockkeepers

April 19

"Pre-Retirement and Social Security"

(2 CE Applied for)

Practice Management with Doug Robinson, CFP

Brandon Smith, Public Affairs Specialist, Social Security Administration

Time:

8 - 11 am

Location:

Lockkeepers

 

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