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Financial Planning Association / NE Ohio 2014 Fall Symposium

Financial Planning Association/ Northeast Ohio

Thursday, October 16, 2014 from 7:30 AM to 4:30 PM (EDT)

Financial Planning Association / NE Ohio 2014 Fall...

Ticket Information

Ticket Type Sales End Price Fee Quantity
FPA / NEO Member
Ticket sales end October 13 2014 at 5 PM. To cancel your reservation and receive a refund, you must submit your cancellation request in an email to by October 10th.
Ended $175.00 $0.00
Ticket sales end October 13 2014 at 5 PM. To cancel your reservation and receive a refund, you must submit your cancellation request in an email to by October 10th.
Ended $200.00 $0.00

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Event Details



Join us for our annual full-day fall Symposium
October 16, 2014

25777 Detroit Rd.
Westlake, OH  44145

This event offers up to 6 hours of Continuing Education Approved (including 2 hours of ethics) to satisfy CFP®, CPA and 3 hours of ethics for Ohio insurance licensees, plus 1 hour 
of CE for Ohio Insurance at our last breakout session 

Separate breakout-sessions will be available for those who do not need to attend the ethics sessions.

Outstanding national speakers!

"Social Security Benefits Planning for Couple"

        presented by:  Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
As an entitlement program, Social Security retirement, spousal, and survivor benefits affect almost every financial planning client. Yet the Social Security system itself comprises a confusing series of rules, especially with respect to couples, making it difficult to determine the optimal decisions about which members of a couple should apply for which benefits at what time. In this session, we will explore the important rules that apply to retirement, spousal, and survivor Social Security benefits for couples, special elections like File and Suspend and Restricted Applications, and how to most effectively plan for and optimize Social Security benefits for couples. 

"Latest Trends & Developments in Long-Term Care Insurance"
 presented by:  Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL 

As the long-term care insurance industry matures, significant changes have been underway in recent years in the companies that offer LTC insurance and the nature of the policies available. These trends have been exacerbated by an ongoing low interest rate environment, and unexpectedly high retention of existing long-term care insurance policies as the need for coverage grows. In this presentation, we review the recent trends and developments, from consolidation in the industry and the elimination of lifetime benefits and limited-pay premium options, to the rising popularity of new hybrid LTC insurance contracts that pairs the coverage together with a life or annuity policy as a new form of “asset-based” long-term care protection.

"Interest Rate Outlook -- "Old Normal" 
presented by:  Jerry Paul
Portfolio Manager, ICON 

Contrary to a popular belief that interest rates are destined to rise significantly, at ICON we believe we may be re-entering the “old normal” where the U.S. Treasury 10-year yield remains between 2%-4% for an extended period of time. As will be shown in the presentation, with a few exceptions this is where interest rates traded prior to the mid-1960s. From this perspective, the late 1970s appear to be unusual and the decline of the last 32 years is simply a return to normal, where rates may remain for many years in a setting of slower growth and low inflation.

"Ethics for Everyone"
presented by:  Dan Candura, CFP®
Founder, Candura Group


Ethics training doesn't have to be dull or boring.

Ethics for Everyone uses animated videos and interactive audience polling to keep the audience involved and learning. Attendees participate in an informative and engaging session that teaches the five learning objectives required by CFP Board for ethics training in 2014 through the use of case studies involving the ethical challenges faced by five CFP® professionals. 


Understanding Fiduciary Duty as an Insurance Producer uses web and text based audience polling to keep participants involved and learning. It measures participants' knowledge of the ethical conduct required of insurance producers involved in advisory relationships. Audience members use their cell phones and tablets to interact with each other to determine appropriate responses. After every case study and poll the presenter leads discussion about the answers and helps participants to become better informed about the ethical standards for financial professionals. 

Breakout sessions include:

"Real Estate Hot Topics:  Q&A"
presented by:  Gordon Miller, CFS
Vice President, National Advisory Consultant, Cole Capital 

As an asset class, commercial real estate has become an increasingly popular form of investment. This presentation explores the dynamic relationship between real estate and many of the factors that are driving the U.S. economy. These include inflation, interest rates, the residential housing market, retail bankruptcies and the differences between listed and non-listed real estate investment trusts.

"Maximizing the Value of 529"
presented by:  Courtney Walls
529 Specialist, BlackRock

Saving for college can be an emotional and daunting challenge.  After a secure retirement, funding education is a top priority of many clients, and they often have questions about their options.  After this presentation, you'll leave with a thorough understanding of the benefits to a 529, how a 529 compares to other college savings vehicles and of how it might impact Financial Aid & Scholarships. 

"Elder law, care planning and the Financial Planner -- what you should know to help your clients"

presented by:  Rachel A. Kabb-Effron, Esq.

Owner, The Kabb Law Firm

One of the greatest threats to a family's wealth is the high cost of long term care.  Aging happens along a continuum that can be planned.  When a client plans well withing the care, legal and financial realms, aging can be a predictable and organized process.  When they don't, families face incredible stress, legal uncertainty and financial ruin.  The life care planning process helps clients across three realms.


1.  Understand what elder law and life care planning is.

2.  Understand estate planning documents and why they are not all alike.

3.  Understand the basics of eligibility for public benefits programs including VA Pension and Compensation, Medicaid and Medicare.

Cancellation requests for refund must be received via email ( by October 10th at 5 PM

Have questions about Financial Planning Association / NE Ohio 2014 Fall Symposium? Contact Financial Planning Association/ Northeast Ohio
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When & Where

25777 Detroit Road
Westlake, OH 44145

Thursday, October 16, 2014 from 7:30 AM to 4:30 PM (EDT)

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