Hybrid event

FPA of Northeast Ohio Fall Symposium 2021

Corporate College East

CONTINUING EDUCATION
FPA NEO has requested approval to provide credit for these programs, which will total six hours of CE from the CFP® Board of Standards for CFP® designation holders with the opportunity for two ethics credits. FPA NEO has also requested approval to provide credit for up to four hours of CE from the Ohio Department of Insurance (credit depends on which programs you attend) with the opportunity for three ethics credits. A general certificate of completion and one for CPA designees who feel the programs satisfy their continuing education requirements will also be available.

COVID-19 INFORMATION
The campus of Corporate College East requires all guests to wear a mask (view their current policies here). The health and safety of event attendees is our priority. Any local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility with regard to this evolving health crisis is appreciated.

VIRTUAL ATTENDANCE
Attendance via Zoom Webinar will be available for the educational sessions only – there will be no opportunity for networking with attendees or partners. If you are attending virtually, you will receive Zoom credentials at least 24 hours before the event.

SCHEDULE

View the schedule

Topic
Education Planning
Estate Planning
General Financial Planning Principles
Investment Planning
Retirement Savings and Income Planning
Risk Management & Insurance Planning
Tax Planning
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career