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Event Details
FPA/NEO March 19, 2009 Breakfast Program
Two Topics Today Include:
"Financial Planners' Role in Personal Risk Management"
1 CE for CFPs & 1 CE Ohio Insurance Applied for
Presented by: Peter Balunek, CFP®. CLU, ChFC
Vice President, Inverness Life Services
"The World of College Financial Air Planning:
Effective Steps & Strategies in Counseling Families"
One CE for CFP Applied for
Presented by:
Stuart Smylie
Founder and President, College Financial Advisors of America, Inc.
Peter's topic will address:
*The Role of Polity Audits *Life Insurance *Long-Term Care
A case study regarding income strategy / balancing risk will also be presented. Attendees will learn:
*How to identify and use insurance strategies to mitigate risk
*Understand the role of various insurance products in each client's plan
*Learn to identify areas of risk exposure and how to reduce and transfer that risk.
The second presentation by Stuart Smylie will cover an introduction to college financial aid including terms, concepts and statistics on college funding as well as:
*The financial aid planning process
*Financial aid policies of the individual colleges and their effect on the net cost of college
*A discussion and analysis on alternative methods of paying for college
*A discussion and analysis of significant 2008 law changes in financial aid
*Future trends in college funding
Attendee List
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When & Where
Lockkeepers
8001 Rockside Road
Valley View,
44125
Thursday, March 19, 2009 from 8:00 AM to 11:00 AM (ET)
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Hosted By
Financial Planning Association / NEO
