Contact Host for event and ticket information.
FPA/NEO November 15, 2007 Breakfast Program - 2 CE Pending:
"Regarding The Growth of Exchange Traded Funds"
Presented by: Michael McClary
ValMark Securities, Inc.
The number of Exchange Traded Funds in the market is quickly approaching 1,000. Join Michael McClary to discuss the newest developments in the ETF
world. During the seminar, Michael will discuss the growth and maturity of ETFs and how to position and implement ETFs into your practice. The focus of the discussion is to educate advisers on investment management and new trends concerning ETFs.
Michael has recently been inducted into the 1st ever "ETF Advisor's Hall of Fame" by the publisher's of Research Magazine, one of 3 advisors chosen nationally. He is one of the managers of "The Optimized Portfolio System", an ETF based strategy with over $325 Million in assets under management. Likewise, Michael has an extensive educational background with both undergraduate and Master's Degrees in Finance and Financial Management.
"Financial Fraility: Planning for Your Senior Clients"
Presented by Terry Donner
Terry Donner will address benefits and assistance available to your clients, including:
Medicare
Grant
Programs
Veterans Benefits
Medicaid - Post
DRA
As a nurse and an attorney, Ms. Donner has over twenty years experience in the field of nursing, health law and elder law. She serves northeast Ohio, providing both geriatric care management and legal services to seniors and their adult children. Ms. Donner also provides advocacy services, estate planning and other legal assistance to individuals and Aging Matters LLC clients.
She is a member of the National Association of Professional Geriatric Care Managers, the Society of Certified Senior Advisors, the Association of Specialist in Aging of Lake County, the Aging Services Network of Euclid, the UHHS Bedford Medical Center Senior Network, the Professional
Networking Group of Geauga County and is a member of the Board of the multi-county Consortium Against Adult Abuse. She is a frequent speaker to community and professional groups on topics related to preserving the independence of seniors, long-term care policy,elder law and health law. She has also taught health law, long-term care and health policy at the college level.
