The Financial Planning Association of Northeast Ohio will host its first Financial Planning Day on Saturday at the University of Akron.
Free sessions open to the public will be held at the Polsky Building, 225 S. Main St., in Room 567 of the Taylor Institute for Direct Marketing on the fifth floor.
The event is co-sponsored by the professional organization and the UA student chapter, said Doug Robinson, an adviser with Honour Wealth Management. He’s also an adjunct UA professor in the certified financial planning program.
Robinson came up with the idea of the educational day after learning of similar programs across the country.
“We want to bring general awareness to the general public,” Robinson said. “People who may not have been able to afford financial planning can come to this and learn from a Certified Financial Planner.”
Presenters will not be handing out business cards, and there are no sign-up sheets looking for potential clients.
That’s against the rules of the professional organization, said Molly Balunek, president of the Northeast Ohio chapter and an adviser with Laurel Tree Advisors.
The sessions will be general and advisers are not able to offer sit-down individualized advice, but Robinson said if there’s enough interest, there could be future free programs with planners.
RSVPs are requested by email to email@example.com.
Here are session details:
• 9-9:30 a.m.: Networking.
9:30-10:30 a.m.: Welcome and General Financial Planning. Presenter: Doug Robinson.
10:30-11:30 a.m.: Risk Management. Presenter: Jeremy D. Ditullio. Risk management is the official term for “insurance,” said Balunek, so topics will include life insurance, property and casualty insurance.
11:30 a.m.-12:30 p.m.: Investment Management. Presenter: Amanda Lisachenko and John D. May III. Discussion will cover asset allocations and risk.
12:30-1 p.m. Break (Lunch and refreshments will be provided).
1-2 p.m.: Retirement Planning. Presenter: Everard B. Corcoran.
2-3 p.m.: Credit Management. Presenter: Victor Russell. How to manage your credit, improve your credit score and what to look for on a credit report.
3-4 p.m.: Estate Planning. Presenter: Molly Balunek. Discussion will include provisions to put in place when you can’t handle your money yourself.
Parking is free at the West Campus Parking Deck (Polsky Deck) at 275 S. High St.
Visitors can enter the Polsky Building from the bridge connected to the deck. Take the elevators to the fifth floor. If you are entering the building from the street level, use the High Street entrance because the doors at the Main Street entrance are locked.