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FPA/NEO November 15th breakfast program features to presentations

Financial Planning Association/ Northeast Ohio

Thursday, November 15, 2012 from 8:00 AM to 11:00 AM (EST)

Independence, OH

Ticket Information

Ticket Type Sales End Price Fee Quantity
FPA/NEO Member Ended $35.00 $0.00
Non-members Ended $60.00 $0.00
FPA/NEO Partners Ended $0.00 $0.00
Full Time Student Ended $10.00 $0.00

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Event Details

Creative Strategies for Charitable Planning

Presented by:  Ginger F. Mlakar, Director of Donor Relations, Cleveland Foundation

The discussion will highlight many of the popular planning giving techniques available such as bequests, beneficiary designations, transfer on death accounts, split-interest gifts (e.g., charitable trusts and charitable gift annuities), and donor advised funds.

You will hear how you can identify what is the best fit for your client depending on their charitable objectives. 


Actively Seeking Active Share

& the Seven Other Essential Evaluation Criteria for Actively-Managed Mutual Funds

Presented by:  Barton B. Hooper, Weitz Funds

Active Share

... as the most effective predictive measurement tool to select the active mutual fund managers that are most likely to persistently outperform their passive counterparts after fees and expenses.

 

Additionally, we sharpen seven other tools essential to alpha-hunters evaluating actively-managed mutual funds...

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R-squared

Expense Ratios

Fund Size

Alternative Investment Strategies

Investment Horizon

Market Environment

Have questions about FPA/NEO November 15th breakfast program features to presentations? Contact Financial Planning Association/ Northeast Ohio

When & Where



Holiday Inn Independence
6001 Rockside Road
Independence, OH 44131

Thursday, November 15, 2012 from 8:00 AM to 11:00 AM (EST)


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