The UAkron Student Chapter and Doug Robinson, CFP® (Board Student Liaison Director) are currently planning the 2014 Financial Planning Day, to be held on October 4, 2014 in Akron, OH.  It will include cross-publicity with the Akron Beacon Journal financial call-ins, scheduled for Wednesday, October 1st and Saturday, October 4th. 

This year is building on the success of the 2013 event and includes support and collaboration from the Foundation for Financial Planning and Consumer Credit Counseling, and a venue change to a larger space in Quaker Square that will allow breakout sessions, as well as scheduled one on one counseling with the participants. These changes should increase both the number of volunteers and participants in this worthwhile event.  More volunteers will build a leadership pipeline to help make the event sustainable.   

For more information about how to get involved, contact Doug Robinson or Janice Cackowski. 

During the months of August and September the Board of Directors and Committee members will be reaching out to the membership to ask that you consider participating at some level in the leadership of our Chapter.  There are positions that will become available at the Board level and Committee involvement will definitely be a focus.

Areas where members can help include:  membership, government advocacy, technical communications, pro bono, sponsorship, programs, NexGen and general meeting assistance.  Time commitments can vary as well. 

If members are interested in assisting with Chapter events and/or operations, please contact Lynn Bracic at 440-899-5055 or email.

Thank you to all of the members that have stepped up this year to offer their time and help with our Chapter events.  The increased amount of Chapter involvement this year has enabled us to accomplish many of our 2014 goals well before the end of the year!  

CHANGES!   FPA/NEO Annual Symposium

This year, the Symposium Committee is happy to announce that there are several changes that are being implemented to encourage and enable members to attend this day long networking and education event. 

These changes include:

• Lower cost for attending the event!   
  Early-bird for members is $150. 
• New Day of the week!  The event will be held on Thursday instead of Monday.
• Break Out Sessions!  If you have already obtained the required Ethics Continuing Education credits, there will be a choice of break out education sessions to attend.

To register, please click this link.

On June 4th, the NexGen Group hosted their first event of 2014 at the Winks Bar & Grill in Beachwood, thanks to the support of Brian Wilson with Lord Abbett.  This networking event was a huge success, bringing together close to twenty up-and-coming advisors in our industry as well as advisors who are currently building their own practices.  The event was filled with abundant idea sharing, discussion around common challenges and successes, and an overwhelming level of excitement for being a part of this industry in Northeast Ohio.  A huge thank you to those members who were able to attend the event!  The NEO FPA chapter looks forward to continuing these NexGen events into the second half of the year.  If you are a NexGen member (age 36 or younger) or have a NexGen employee, please keep an eye out for the next event details that we will be sure to forward.