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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) |
Gary Zwidk, J.D., LL.M., CPA with Walter & Haverfield LLP |
Time: Location: |
| February 16 |
"Residential Real Estate Lending Today" (approved for 2 CFP CE)
|
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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